Connect proggio and QuickBooks to Build Intelligent Automations

Choose a Trigger

proggio

When this happens...

Choose an Action

QuickBooks

Automatically do this!

Enable Integrations or automations with these events of proggio and QuickBooks

Enable Integrations or automations with these events of proggio and QuickBooks

Triggers

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 proggio

Actions

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.

Get Customer Balance

Get Customer Balance

Get a list of Customer Balance.

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Frequently Asked Questions

How do I start an integration between proggio and QuickBooks?

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

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

Absolutely. You can customize how proggio 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 proggio and QuickBooks?

The data sync between proggio 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 proggio 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 proggio and QuickBooks?

Yes, you can set conditional logic to control the flow of data between proggio 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.

proggio

About proggio

Proggio is a collaborative project management solution for teams.

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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.

Learn More