[ Accounting ]

QuickBooks Desktop (via Conductor) integration for your workflows.

Connect QuickBooks Desktop (via Conductor) to Collabase once and use 8 actions and 2 triggers in your workflows. No code needed, hosted in Switzerland.

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CategoryAccounting

UpdatedOctober 2026

LicenceOpen source (MIT)

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QuickBooks Desktop (via Conductor) in Collabase

Connect QuickBooks Desktop (via Conductor) to Collabase once and use 8 actions and 2 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

Sync invoices, bills, customers, vendors and payments with QuickBooks Desktop through the Conductor API bridge.

How to connect it

Open the integrations in the workspace settings.
Choose QuickBooks Desktop (via Conductor) and connect your account.
Add a trigger or an action to the workflow.

In your Conductor dashboard, go to Settings → API Keys and copy your Secret Key.
Under End-Users, select (or create) the end-user connected to this QuickBooks Desktop
The end-user must have already completed Conductor's auth flow and installed the QuickBooks
Top setup mistake — read before finishing step 3: when QuickBooks Desktop first asks to

QuickBooks Desktop (via Conductor) triggers

Name	Description	Fields
New or Updated InvoiceChecks at intervals	Fires when an invoice is created or updated (e.g. line items, balance, or payment status changed) in QuickBooks Desktop. One event per invoice change, not create-only.	0
New PaymentChecks at intervals	Fires once when a new customer payment is recorded (Accounts Receivable) in QuickBooks Desktop — a "Receive Payment" transaction, e.g. from the Record Payment action's Customer Payment mode. Create-only: editing an existing payment does not re-fire it. Vendor bill payments (Accounts Payable) do not fire this trigger.	0

QuickBooks Desktop (via Conductor) actions

Name	Description	Fields
Upsert Customer	Creates a customer in QuickBooks Desktop, or updates it if one with the same name already exists.	Customer Name Company Name Email Phone Note Address Line 1 + 4 City State Postal Code Country
Upsert Vendor	Creates a vendor in QuickBooks Desktop, or updates it if one with the same name already exists.	Vendor Name Company Name Email Phone Note Address Line 1 + 4 City State Postal Code Country
Create Invoice	Creates an invoice for a customer in QuickBooks Desktop.	Customer Invoice Date Due Date Invoice Number Memo Line Items
Create Bill	Creates a vendor bill (accounts payable) in QuickBooks Desktop, expensed against one or more accounts.	Vendor Bill Date Due Date Bill Number Memo Expense Lines
Record Payment	Records a customer payment against open invoices, or a vendor bill payment by check or credit card, in QuickBooks Desktop.	Payment Type Payment Date Amount Reference / Check Number Memo Customer + 6 Apply to a specific invoice Invoice Vendor Bill Bank Account Credit Card Account
Query Transactions	Searches across all transaction types in QuickBooks Desktop (invoices, bills, payments, and more) with date and type filters.	Transaction Date From Transaction Date To Transaction Types Payment Status Entity ID Max Results + 1 Page Cursor
List Items	Lists Service and Non-Inventory items from QuickBooks Desktop, for finding the exact item name to use in Create Invoice's line items.	Name Contains Status Max Results (per item type)
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Accounting ]

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Questions about QuickBooks Desktop (via Conductor)

What can I automate with QuickBooks Desktop (via Conductor) in Collabase?

QuickBooks Desktop (via Conductor) brings 8 actions and 2 triggers, for example Upsert Customer, Upsert Vendor, Create Invoice, Create Bill and 4 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect QuickBooks Desktop (via Conductor) to Collabase?

You open the integrations in the workspace settings, choose QuickBooks Desktop (via Conductor) and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.

Can QuickBooks Desktop (via Conductor) start a workflow?

Yes. QuickBooks Desktop (via Conductor) provides 2 triggers, for example New or Updated Invoice and New Payment. The workflow runs as soon as the event happens.

Does the QuickBooks Desktop (via Conductor) integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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