Connect Intend and QuickBooks to Build Intelligent Automations

Choose a Trigger

Intend

When this happens...

Choose an Action

QuickBooks

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Invoice

New Invoice

Triggers when a new invoice is created.

New Customer

New Customer

Triggers when a new customer is added.

New Bill

New Bill

Triggers when a new bill is created.

Request a new Trigger for Intend

Do thisActions

Action is the task that follows automatically within your Intend integrations.

List Goals

List Goals

Get all the existing goals

Create Payment

Create Payment

Records a new payment transaction.

Create Department

Create Department

Creates a new department

Create Invoice

Create Invoice

Creates a new invoice.

Create Account

Create Account

Creates a new account.

Get BalanceSheet Report

Get BalanceSheet Report

Get a balanceSheet report.

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Frequently Asked Questions

How do I start an integration between Intend and QuickBooks?

To start, connect both your Intend and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in Intend triggers actions in QuickBooks (or vice versa).

Can we customize how data from Intend is recorded in QuickBooks?

Absolutely. You can customize how Intend data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Intend and QuickBooks?

The data sync between Intend and QuickBooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Intend to QuickBooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Intend and QuickBooks?

Yes, you can set conditional logic to control the flow of data between Intend and QuickBooks. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Intend

About Intend

Intend is a powerful tool designed to help you set, track, and achieve your goals efficiently. Whether you're managing personal objectives or professional milestones, Intend provides a streamlined platform to keep you focused and motivated.

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QuickBooks

About QuickBooks

QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.

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