topic Re: Workato and Quickbooks Projects in Community Chat

Workato and Quickbooks Projects

Ryan-Flemming — Wed, 04 Sep 2024 08:31:39 GMT

Hello community! I’m Ryan, I'd love to get some help with integrating Workato with Quickbooks Projects. We use Workato for several automations in our workflow. I'm trying to set up an integration that automatically creates a project in QuickBooks when a new order is processed in our ERP system. Has anyone here implemented something similar with Workato? I’d appreciate any guidance on how to approach this.

It doesn't look like Quickbooks has an API for creating projects, I've spent days looking at this and I'm still unsure on how best to set it up.

Re: Workato and Quickbooks Projects

OlliPonce — Mon, 09 Sep 2024 09:22:26 GMT

Hi Ryan,

I spent a long time searching for the same thing!! I found this tool, https://www.clickr.cloud

They get you to connect your QuickBooks account to their tool, which then lets you connect it to workato recipes. Whenever you trigger your recipe, this tool will then go ahead and make the project in QuickBooks for you.

Hope it helps!

Re: Workato and Quickbooks Projects

Ryan-Flemming — Tue, 10 Sep 2024 00:11:39 GMT

Thanks @OlliPonce!! I've set it up and it works. Appreciate the help