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Connect QuickBooks to Jira

Use 10 documented QuickBooks triggers to run 24 documented Jira actions.

10 source triggers
24 target actions
Reverse direction supported

Why Connect QuickBooks & Jira?

Start with a QuickBooks event

Choose from 10 documented triggers, including New Customer Created, New Customer Updated, New Employee Created.

Run a Jira action

Send the event into one of 24 documented actions, such as Add Attachment To Issue, Add Comment To Issue, Add Multiple Attachments To Issue.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling
New Customer Updated

Emit new event when a customer is updated.

polling
New Employee Created

Emit new event when a new employee is created.

polling
New Employee Updated

Emit new event when an employee is updated.

polling
New Invoice Created

Emit new event when a new invoice is created.

polling
New Invoice Updated

Emit new event when an invoice is updated.

polling
New Item Created

Emit new event when a new item is created.

polling
New Item Updated

Emit new event when an item is updated.

polling
New Purchase Created

Emit new event when a new purchase is created.

polling
New Purchase Updated

Emit new event when a purchase is updated.

polling

Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

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Jira

Triggers (4)

New Event

Emit new event when an event with subscribed event source triggered, See the documentation

webhook
New Issue Created Event (Instant)

Emit new event when an issue is created. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook
New Issue Deleted Event (Instant)

Emit new event when an issue is deleted. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook
New Issue Updated Event (Instant)

Emit new event when an issue is updated. Note that Jira supports only one webhook, if more sources are needed please use New Event source and select multiple events.

webhook

Actions (24)

Add Attachment To Issue

Adds an attachment to an issue. See the documentation

Add Comment To Issue

Adds a new comment to an issue. See the documentation

Add Multiple Attachments To Issue

Adds multiple attachments to an issue. See the documentation

Add Watcher To Issue

Adds a user as a watcher of an issue by passing the account ID of the user, For example, 5b10ac8d82e05b22cc7d4ef5, If no user is specified the calling user is added. See the documentation

Assign Issue

Assigns an issue to a user. See the documentation

Check Issues Against JQL

Checks whether one or more issues would be returned by one or more JQL queries. See the documentation

Count Issues Using JQL

Provide an estimated count of the issues that match the JQL. See the documentation

Create Custom Field Options (Context)

Create a context for custom field options. See the documentation.

Create Future Sprint

Creates a future sprint. See the documentation

Create Issue

Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask. See the documentation

Create Jira Version in Project

Creates a project version. See the documentation

Delete Project

Deletes a project. See the documentation

Get All Projects

Gets metadata on all projects. See the documentation

Get Board

Returns the board for the given board ID. See the documentation

Get Cloud ID

Gets the cloud ID and details of all accessible Jira Cloud sites. See the documentation

Get Current User

Returns the authenticated Jira user's account ID, display name, email, and active status. Call this first when the user says 'my issues', 'assigned to me', or needs their Jira identity. Use the returned accountId with **Search Issues with JQL** (e.g. assignee = '{accountId}') or **Assign Issue**. Requires a Cloud ID to identify the Jira site. See the documentation.

Get Issue

Gets the details for an issue. See the documentation

Get Issue Picker Suggestions

Returns lists of issues matching a query string. See the documentation

Get Issue Types

Gets the available issue types. If a project ID is provided, returns issue types for that project. Otherwise, returns all issue types accessible to the user. See the documentation

Get Sprint

Returns the sprint for a given sprint ID. See the documentation

Get Task

Gets the status of a long-running asynchronous task. See the documentation

Get Transitions

Gets either all transitions or a transition that can be performed by the user on an issue, based on the issue's status. See the documentation

Get User

Gets details of user. See the documentation

Get Users

Gets the details for a list of users. See the documentation

Integration Features

10 documented QuickBooks triggers
24 documented Jira actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Jira to QuickBooks direction

Capability Examples

QuickBooks trigger → Jira action

Catalog example
QuickBooksQuickBooks

New Customer Created

JiraJira

Add Attachment To Issue

Jira trigger → QuickBooks action

Reverse direction
JiraJira

New Event

QuickBooksQuickBooks

Create AP Aging Detail Report

How It Works

1

Connect Apps

Authenticate your QuickBooks and Jira accounts

2

Choose a Trigger

Select a documented QuickBooks event

3

Choose an Action

Select the documented Jira operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented QuickBooks triggers.

Automated Actions

Run one of 24 documented Jira actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Jira to QuickBooks for bidirectional automation

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