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Connect Refersion to QuickBooks

Automate workflows and sync data between Refersion and QuickBooks with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Refersion & QuickBooks?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Refersion and QuickBooks perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Refersion and QuickBooks for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Refersion logo

Refersion

Actions (4)

Create Affiliate

Create a new affiliate. See the docs here

Get Affiliate

Get information about an affiliate. You can get an affiliate's information using their ID or code. See the docs here

List Affiliate ID Options

Retrieves available options for the Affiliate ID field.

Manual Comission Credit

Allows you to manually credit an affiliate with any commission amount. See the docs here

QuickBooks logo

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.

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When QuickBooks trigger → Update Refersion

Bi-directional
QuickBooksQuickBooks

New Customer Created

RefersionRefersion

Create Affiliate

How It Works

1

Connect Apps

Authenticate your Refersion and QuickBooks accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Refersion and QuickBooks with 10 public triggers available for instant updates.

Automated Actions

Execute 28 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Refersion and QuickBooks in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Refersion and QuickBooks with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect QuickBooks to Refersion for bidirectional automation

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All Refersion Integrations

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