Quickbooks Online + Eko Integration

Integrate Eko to Quickbooks Online in one click, or tell Integrately AI how you want each order handled. Create customers, log invoices, update sales, and trigger follow-ups automatically.

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1.
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
  • Eko
    Contact is created or updated in Eko Instant
  • Eko
    Form response is created in Eko Instant
  • Eko
    Order is created in Eko Instant
  • Eko
    Order is updated in Eko Instant
  • Eko
    Booking is created in Eko Instant
  • Eko
    Product is created in Eko Instant
  • Eko
    Product is updated in Eko Instant
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2.
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create deposit in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online
  • Eko
    Create member in Eko
  • Eko
    Update member in Eko
  • Eko
    Delete member in Eko
  • Eko
    Delete contact in Eko
  • Eko
    Search contact in Eko
  • Eko
    Update contact in Eko
  • Eko
    Create contact in Eko
  • Eko
    Create product in Eko
  • Eko
    Update product in Eko
  • Eko
    Search product in Eko
  • Eko
    Create member group in Eko
  • Eko
    Update member group in Eko
  • Eko
    Delete member group in Eko

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Ready Workflows Ready Workflows for Eko + Quickbooks Online Integration

Capture customer details, create invoices automatically, track payments, update accounts, and sync sales receipts, all in just one click.

Most popular automationsmost-popular-automations
Eko + Quickbooks Online Integration

Create Quickbooks Online customer for new Eko contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Eko and Quickbooks Online just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Quickbooks Online customer whenever a new Eko contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Eko and Quickbooks Online. Just use this Eko - Quickbooks Online integration to streamline your contact management and make your life easier.
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Eko + Quickbooks Online Integration

Create Quickbooks Online invoice for new Eko order

As soon as you receive a new Eko order, you need to generate a corresponding invoice so that you can get paid. With this Eko - Quickbooks Online integration, a new invoice will be created in your Quickbooks Online software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Eko order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!
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Eko + Quickbooks Online Integration

Create Quickbooks Online invoice for new Eko event

If you're a professional who works on one-to-one basis and uses Eko to manage your events, you may want to create an invoice in Quickbooks Online when an event is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created, it will trigger a corresponding invoice in Quickbooks Online.

This can save you time when creating invoice and tracking payments for your events.
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  • 1of9
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Eko + Quickbooks Online flow

Send transaction data to accounting tools, update your spreadsheets, alert your team, and trigger follow-up campaigns. Pick a combination and activate it in one click.

Quickbooks Online
Eko
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
S
E
Q
When an order is created in Shopify, create an order in Eko and create an invoice in Quickbooks Online.
Shopify orders instantly trigger an Eko order creation and a corresponding invoice in Quickbooks Online without manual entry.
S
E
Q
When a product is created in Shopify, create a product in Eko and create a product/service in Quickbooks Online.
New Shopify products sync across Eko and Quickbooks Online automatically to keep your catalog unified.
S
E
Q
When a customer is created in Shopify, create a contact in Eko and create a customer in Quickbooks Online.
Shopify customer signups automatically populate your Eko contacts and Quickbooks Online customer list.
S
E
Q
When an order is updated in Shopify, update the order in Eko and update the invoice in Quickbooks Online.
Modified Shopify orders update your Eko records and Quickbooks Online invoices in real time.

Supported triggers and actions for Quickbooks Online and Eko

Mix and match to build the exact automation you need

Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Create deposit in Quickbooks Online
Create deposit
Try it โ†’
Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
Try it โ†’
Eko
Eko Triggers & Actions
Instant
Contact is created or updated in Eko
Triggers the automation when a contact is created or updated
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Instant
Form response is created in Eko
Triggers the automation when a form is filled
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Instant
Order is created in Eko
Triggers the automation when a new order is created
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Instant
Order is updated in Eko
Triggers the automation when any order is updated
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Instant
Booking is created in Eko
Triggers the automation when a new booking is created
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Instant
Product is created in Eko
Triggers the automation when a new product is created
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Instant
Product is updated in Eko
Triggers the automation when a product is updated
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Create member in Eko
Adds a new member to the system
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Update member in Eko
Updates a member's information
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Delete member in Eko
Removes a member from the system
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Delete contact in Eko
Removes a contact from the address book
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Search contact in Eko
Finds and retrieves contact information
Try it โ†’
Update contact in Eko
Updates contact information with new details
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Create contact in Eko
Adds a new contact to the database
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Create product in Eko
Generates and launch new products
Try it โ†’
Update product in Eko
Updates product information
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Search product in Eko
Searches for a product
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Create member group in Eko
Creates a new group of members
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Update member group in Eko
Updates the particular member group
Try it โ†’
Delete member group in Eko
Deletes a member group
Try it โ†’

What can you automate with Eko + Quickbooks Online?

Streamline your financial workflows by connecting storefront activity directly to your accounting ledger.

What you can automate?
๐Ÿงพ
Generate invoices from store orders
Automatically create an invoice in Quickbooks Online the moment a new order is placed in Eko. Eliminate manual data entry and ensure billing is immediate.
๐Ÿ“‹
Capture every submitted field
Map customer details, line items, and custom responses from Eko directly into your Quickbooks Online customer and invoice profiles.
๐Ÿ””
Notify your finance team instantly
Send real-time alerts to your team in Slack or email whenever a new financial record or invoice is generated.
๐Ÿ”€
Route records based on order value
Create an invoice for high-value orders or generate a sales receipt for smaller transactions automatically based on order data.
๐Ÿ”„
Keep records updated as items change
Modify existing invoices and customer profiles in Quickbooks Online whenever order details are updated in Eko.
๐Ÿ”
Prevent duplicate customer profiles
Search existing records before creating new entries to ensure customer and product data remains clean and deduplicated.
๐Ÿ’ณ
Handle refunds and credit memos
Trigger credit memos and update order statuses in response to payment failures, refunds, or canceled transactions.
๐Ÿ“Š
Sync sales data to spreadsheets
Extend your workflow by logging every transaction detail into Google Sheets alongside your accounting software.
And much more...

Who is Eko + Quickbooks Online integration for?

Business owners, ecommerce managers, and accountants rely on this integration to eliminate manual data entry and keep financial records accurate across storefronts and ledgers.

Financial analysts
Financial analysts
Ecommerce founders
Ecommerce founders
Client service managers
Client service managers
High-volume merchants
High-volume merchants
Billing coordinators
Billing coordinators
Operations directors
Operations directors
๐Ÿ“ˆ
Financial analysts
You review revenue reports and reconciliation metrics to guide business strategy, but delayed data updates leave your dashboards out of sync with actual sales โ€” with this integration, every new order lands in your accounting ledger instantly and your reports stay current.
โšก
Ecommerce founders
You need to act fast on incoming purchases and manage fulfillment without administrative bottlenecks slowing you down, but manual invoicing causes severe delays โ€” with this integration, every customer purchase automatically generates an invoice and triggers fulfillment.
๐Ÿค
Client service managers
You answer to stakeholders who want to see real-time progress and accurate billing records for every client project, but manual data tracking creates frequent discrepancies โ€” with this integration, your customer profiles and invoices stay perfectly aligned.
๐Ÿ”„
High-volume merchants
The transaction volume across your custom funnels is too high for anyone to keep up with by hand, leading to missed billing entries and human errors โ€” with this integration, high-volume orders and payments process automatically without manual intervention.
๐Ÿ’ผ
Billing coordinators
You own the invoicing process and depend on storefront teams to hand over purchase details before you can bill clients, causing frustrating bottlenecks โ€” with this integration, every store order instantly flows into your accounting software.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable transaction history across all platforms, but manual record-keeping keeps leaving blind spots in your audit trails โ€” with this integration, every order and customer interaction logs cleanly into a unified system.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Quickbooks Online + Eko

Build and manage your Quickbooks Online + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quickbooks Online + Eko with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Eko to Quickbooks Online?
Frequently Asked Questions
You can connect Eko to Quickbooks Online in 1 click using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your custom workflow alongside Slack, Google Sheets, and other tools.
Can I automatically create invoices in Quickbooks Online from new Eko orders?
Frequently Asked Questions
Can I connect Eko, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Eko and Quickbooks Online?
Frequently Asked Questions
How are customer contacts handled between Eko and Quickbooks Online?
Frequently Asked Questions
Can I sync payment receipts from Quickbooks Online back to Eko?
Frequently Asked Questions
Do I need coding skills to automate Eko and Quickbooks Online?
Frequently Asked Questions
Is the Eko and Quickbooks Online integration free?
Frequently Asked Questions
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No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

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