ERP Next + Quickbooks Online Integration

Integrate ERP Next to Quickbooks Online in one click, or tell Integrately AI how you want each document handled. Create invoices, track payments, update customers, and sync your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is updated in ERP Next Instant
  • 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
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2.
  • ERP Next
    Create customer in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Add Issue in ERP Next
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName 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

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Ready WorkflowsReady Workflows ย  for ERP Next + Quickbooks Online Integration

Create invoices, record payments, update customer details, and track expenses, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ERP Next + Quickbooks Online flow

Connect finance, communication, and spreadsheet tools to keep your entire business stack synchronized. Pick a combination and activate it in one click.

ERP Next
Quickbooks Online
+
ShopifyShopify (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
S
Q
E
Create a Quickbooks Online invoice for every new Shopify order, and create a lead in ERP Next
Every Shopify order automatically generates a Quickbooks Online invoice and an ERP Next lead without manual entry.
S
Q
E
When a Shopify customer is created, create a customer in Quickbooks Online and add a customer in ERP Next
Shopify customer signups instantly appear in Quickbooks Online and ERP Next.
S
Q
E
When a Shopify refund is processed, create a credit memo in Quickbooks Online and update ERP Next
Shopify refunds automatically trigger a Quickbooks Online credit memo and update ERP Next records.

Supported triggers and actions for ERP Next and Quickbooks Online

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Create customer in ERP Next
Creates a new customer
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Create lead in ERP Next
Creates a new lead
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Search lead in ERP Next
Searches for a lead
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Update lead in ERP Next
Updates a lead
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Add Issue in ERP Next
Adds an issue
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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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Create journal entry in Quickbooks Online
Generates a new journal entry
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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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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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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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†’

What can you automate with ERP Next + Quickbooks Online?

Streamline your financial operations, eliminate manual data entry, and keep your accounting records perfectly synchronized.

What you can automate?
๐Ÿงพ
Create invoices from ERP Next documents
Generate Quickbooks Online invoices automatically whenever a new document is inserted or submitted in ERP Next. Eliminate manual double-entry between your operational and accounting software.
๐Ÿ“‹
Capture every submitted line item
Map detailed line items, item codes, and pricing from ERP Next documents directly into Quickbooks Online invoices and estimates. Your accounting records reflect exact operational data.
๐Ÿ””
Alert your team instantly on Slack
Send real-time notifications to your finance or sales channels whenever Quickbooks Online invoices are created or payments are received. Keep your entire team informed on cash flow.
๐Ÿ”€
Route transactions based on document fields
Trigger specific accounting actions depending on customer tiers, order totals, or item categories submitted in ERP Next documents. Direct transactions to the correct accounts effortlessly.
๐Ÿ”„
Keep records updated as changes occur
Synchronize edits made to ERP Next documents or Quickbooks Online customers across both platforms automatically. Prevent data drift and maintain single sources of truth.
๐Ÿ‘ฅ
Create customers without duplicates
Check for existing customer profiles before creating new entries in Quickbooks Online or ERP Next. Maintain clean databases without redundant customer records.
๐Ÿ’ณ
Handle payments and credit memos
Log Quickbooks Online payments and create credit memos for refunds instantly when order statuses change or returns are processed. Keep financial reconciliation up to date.
๐Ÿ“ˆ
Extend workflows to Google Sheets
Log invoices, customer profiles, and payment receipts into Google Sheets automatically alongside your ERP Next and Quickbooks Online core integration. Build custom reports with ease.
And much more...

Who is ERP Next + Quickbooks Online integration for?

Accounting professionals, finance leaders, and operations managers who manage ERP Next and Quickbooks Online need accurate financial data without manual entry delays.

Financial Controllers
Financial Controllers
Operations Managers
Operations Managers
Project Accountants
Project Accountants
Accounts Payable Specialists
Accounts Payable Specialists
Billing Coordinators
Billing Coordinators
Auditors and Compliance Officers
Auditors and Compliance Officers
๐Ÿ“ˆ
Financial Controllers
You rely on ERP Next records for operational reporting but your accounting books lag behind, so the financial metrics you review are always outdated โ€” this integration means every new document update syncs directly into Quickbooks Online and your financial reports stay current.
โšก
Operations Managers
You need to act fast when transactions occur, but manual data transfers mean billing errors are caught too late โ€” with this integration, every new document creation triggers automated invoicing and your workflow runs without interruptions.
๐Ÿค
Project Accountants
You answer to stakeholders who want to see real-time billing progress, but compiling manual spreadsheets takes hours โ€” this integration means every payment and invoice syncs automatically and your progress reports are always ready.
๐Ÿ“Š
Accounts Payable Specialists
The transaction volume is too high for anyone to keep up by hand, leading to missed invoice entries and delayed billing โ€” this integration means every document submission creates instant accounting records and your workload remains manageable.
๐Ÿ”„
Billing Coordinators
You own the invoicing step and depend on sales teams to hand over customer details, but hand-off delays stall your billing cycle โ€” with this integration, every customer and order record flows instantly into your accounting suite.
๐Ÿ“
Auditors and Compliance Officers
You need a reliable transaction history across systems, but manual entry keeps leaving gaps in audit trails โ€” this integration means every document change is recorded accurately and your compliance records remain complete.
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 ERP Next + Quickbooks Online

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

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Quickbooks Online 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 ERP Next to Quickbooks Online?
Frequently Asked Questions
You can connect ERP Next to Quickbooks Online in 1 click using ready templates or ask Integrately AI to build the automation. It links ERP Next, Quickbooks Online, Shopify, Stripe, HubSpot, Slack, Google Sheets, Gmail and 1,500+ other apps effortlessly.
Can I automatically create Quickbooks Online invoices from ERP Next documents?
Frequently Asked Questions
Can I connect ERP Next, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Quickbooks Online?
Frequently Asked Questions
How does ERP Next handle document data during integration?
Frequently Asked Questions
How does Quickbooks Online process customer and invoice data?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Quickbooks Online?
Frequently Asked Questions
Is the ERP Next and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect ERP Next or Quickbooks Online With 1500+ Other Apps

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Quickbooks Online
Popular Quickbooks Online Integrations
Sync Quickbooks Online with expense trackers, payment gateways, and reporting software to keep finances organized.