QuickBooks Online integrations

Relay empowers you to create valuable connections between QuickBooks Online and numerous other business applications, streamlining your finance and accounting tasks without writing a single line of code. Whether it's triggering automations upon new activities in QuickBooks like sales receipts and invoice updates, or creating records and sending invoices automatically, Relay ensures that your financial data is synchronized and up-to-date across all your business tools.

QuickBooks Online triggers and automations

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Account created
Trigger
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Account updated
Trigger
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Customer created
Trigger
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Customer updated
Trigger
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Estimate created
Trigger
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Estimate updated
Trigger
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Expense created
Trigger
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Expense updated
Trigger
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Invoice created
Trigger
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Invoice updated
Trigger
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Sales Receipt created
Trigger
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Sales Receipt updated
Trigger
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Vendor created
Trigger
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Vendor updated
Trigger
add_business
Create customer
Automation
monetization_on
Create estimate
Automation
payments
Create expense
Automation
receipt
Create invoice
Automation
receipt_long
Create sales receipt
Automation
add_business
Create vendor
Automation
send
Send estimate
Automation
send
Send invoice
Automation
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Update vendor
Automation
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Void invoice
Automation

Do more with QuickBooks Online and Relay

Automate invoicing workflows

Create systematic invoicing processes by using Relay to automate invoice creation in QuickBooks Online whenever a new order is placed in your e-commerce platform. Relay can also notify your sales or finance team in Slack or via email, and can compile invoice summaries with AI assistance for quick review and record-keeping.

Streamline expense management

Manage your expenses more effectively by using Relay to automatically create and categorize expenses in QuickBooks Online when specific triggers occur, such as a payment processed by your payment gateway or receipt of a bill from a vendor. AI models can be used to extract and highlight key information to team members, ensuring nothing goes unnoticed.

Customer and vendor synchronization

Maintain a consistent and up-to-date CRM by setting up Relay to create or update customer and vendor records in QuickBooks Online as new information becomes available from your sales or service apps. When a customer is added or a vendor is updated, the relevant information is reflected in QuickBooks without manual intervention, saving time and reducing errors.

Enhanced sales tracking

Implement an advanced sales tracking system with Relay by automating the creation of sales receipts in QuickBooks Online upon confirmation of payment or closing of a deal in your CRM platform. Leverage the capability to send summaries of sales activities to stakeholders using AI-generated reports pulled directly from QuickBooks data.

Ready to use QuickBooks Online in Relay?

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