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Connect QuickBooks and ShopBase

Integrate QuickBooks with ShopBase to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between QuickBooks and ShopBase.

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.

When a new product is created

When a new product is created

Runs the workflow automatically whenever a new product is created in the store.

When a new order is created

When a new order is created

Runs the workflow automatically whenever a new order is created in the store.

When a product is updated

When a product is updated

Runs the workflow automatically whenever any product is updated in the store.

Do thisActions

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

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 Customer

Create Customer

Create a customer record with contact, billing, shipping, tax, payment, and notes information.

Create Account

Create Account

Creates a new account.

Get BalanceSheet Report

Get BalanceSheet Report

Get a balanceSheet report.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations QuickBooks
QuickBooks + ShopBase
QuickBooks logo

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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Integrations ShopBase
ShopBase + QuickBooks
ShopBase logo

About ShopBase

ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.

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Frequently Asked Questions

How do I connect QuickBooks and ShopBase?

Sign up for a free viaSocket account, then authorize both your QuickBooks and ShopBase 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between QuickBooks and ShopBase as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from QuickBooks to ShopBase?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ShopBase. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where QuickBooks triggers actions in ShopBase, and a separate workflow where ShopBase triggers actions in QuickBooks. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between QuickBooks and ShopBase. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire QuickBooks and ShopBase integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.