Connect QuickBooks and Daftra
Integrate QuickBooks with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular QuickBooks + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Update Invoice in Daftra when New Invoice in QuickBooks
Use this flowDelete Supplier in Daftra when New Invoice in QuickBooks
Use this flowRecord Invoice Payment in Daftra when New Invoice in QuickBooks
Use this flowDelete Estimate in Daftra when New Invoice in QuickBooks
Use this flowAdd Expense to Daftra when New Invoice in QuickBooks
Use this flowDelete Invoice in Daftra when New Invoice in QuickBooks
Use this flowDelete Invoice Payment in Daftra when New Invoice in QuickBooks
Use this flowUpdate Product in Daftra when New Invoice in QuickBooks
Use this flowAdd Supplier to Daftra when New Invoice in QuickBooks
Use this flowDelete Client from Daftra when New Invoice in QuickBooks
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Account
Creates a new account.
Get BalanceSheet Report
Get a balanceSheet report.
Get Customer Balance
Get a list of Customer Balance.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks and Daftra accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and Daftra as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Daftra. No coding required.
Yes. You can set up a workflow where QuickBooks triggers actions in Daftra, and a separate workflow where Daftra triggers actions in QuickBooks. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between QuickBooks and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
