Quickbooks Online + Roll Integration

Integrate Quickbooks Online to Roll in one click, or tell Integrately AI how you want each customer handled. Create projects, log time records, track companies, and manage your finances 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
  • Roll
    Company is created in Roll
  • Roll
    Task is created in Roll
  • Roll
    Project is created in Roll
  • Roll
    Time record is created in Roll
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2.
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number 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
    Create deposit 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
  • Roll
    Create company in Roll
  • Roll
    Search company in Roll
  • Roll
    Create project in Roll
  • Roll
    Search project in Roll
  • Roll
    Create time record in Roll

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Ready WorkflowsReady Workflows   for Quickbooks Online + Roll Integration

Track companies, create projects, log time records, manage your business, and keep your finances updated, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Quickbooks Online + Roll flow

Connect customer data to your CRM, notify your team, and track project tasks across your stack. Pick a combination and activate it in one click.

Quickbooks Online
Roll
+
HubspotHubspot (4)
+
AsanaAsana (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
SlackSlack (4)
Q
R
H
Add every new Quickbooks Online customer to Roll, and create a contact in HubSpot.
New Quickbooks Online customers appear in Roll and HubSpot simultaneously, eliminating manual data entry.
Q
R
H
When an invoice is created in Quickbooks Online, create a project in Roll and log a deal in HubSpot.
New invoices automatically trigger project tracking in Roll and update your pipeline in HubSpot.
Q
R
H
If a Quickbooks Online customer is updated, update the company in Roll and refresh the contact in HubSpot.
Customer updates in Quickbooks Online instantly sync to Roll and HubSpot to maintain accurate contact records.
Q
R
H
Use Claude to evaluate Quickbooks Online payments, create a project in Roll, and log notes in HubSpot.
Use AI to analyse payment data from Quickbooks Online before creating projects in Roll and updating HubSpot.

Supported triggers and actions for Quickbooks Online and Roll

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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Create journal entry in Quickbooks Online
Generates a new journal entry
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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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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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Create deposit in Quickbooks Online
Create deposit
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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
Try it →
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it →
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it →
Search term by name in Quickbooks Online
Searches for a term by name
Try it →
Search class by name in Quickbooks Online
Searches for a class by its name
Try it →
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 →
Roll
Roll Triggers & Actions
Company is created in Roll
Triggers the automation when a new company is created
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Task is created in Roll
Triggers the automation when a new task is created
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Project is created in Roll
Triggers the automation when a new project is created
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Time record is created in Roll
Triggers the automation when a time record is created
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Create company in Roll
Generates a new company profile with given details
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Search company in Roll
Finds information about a company
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Create project in Roll
Creates a new project
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Search project in Roll
Searches for a project
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Create time record in Roll
Generates time records for tracking purposes
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What can you automate with Quickbooks Online + Roll?

Streamline your financial accounting and project management by automating core workflows between Quickbooks Online and Roll.

What you can automate?
🔄
Sync new customers from Quickbooks Online to Roll instantly
Capture every customer created in Quickbooks Online and automatically generate a corresponding company profile in Roll. Eliminate manual data entry and keep your CRM and accounting tools perfectly aligned.
📋
Map all submitted billing fields into project records
Transfer comprehensive billing details, invoice amounts, and customer metadata from Quickbooks Online directly into Roll projects. Ensure your team has complete context for every client engagement.
📢
Alert your team the moment a new invoice is issued
Send instant notifications to your finance or operations channel whenever an invoice is created in Quickbooks Online or a project is kicked off in Roll. Keep stakeholders informed without switching tabs.
🔀
Route records based on submitted invoice values
Apply conditional rules to direct high-value invoices to senior project managers in Roll while routing standard billing items through automated pipelines. Tailor your workflow to specific transaction thresholds.
🔄
Keep customer and project details updated across tools
Synchronise profile updates, address changes, and contact edits between Quickbooks Online and Roll automatically. Maintain a single source of truth for all client data without manual touchpoints.
🛡️
Prevent duplicate entries with intelligent search rules
Search existing company records in Roll before creating new entries from Quickbooks Online customer data. Maintain clean databases by updating existing profiles instead of generating duplicates.
💳
Handle later status changes like payments and refunds
Trigger automated updates in Roll when invoices are paid, credit memos are created, or refunds are processed in Quickbooks Online. Keep financial ledgers and project statuses synchronised.
🔗
Extend your workflow to Slack or Google Drive
Connect Quickbooks Online and Roll with Slack, Google Drive, or HubSpot to build multi-step operational pipelines. Automate document storage, team notifications, and CRM updates in a single flow.
And much more...

Who is Quickbooks Online + Roll integration for?

Finance professionals, project managers, and business owners eliminate manual data entry by synchronising customer records and financial data across Quickbooks Online and Roll.

Finance Directors
Finance Directors
Project Managers
Project Managers
Account Managers
Account Managers
Operations Leads
Operations Leads
Sales Teams
Sales Teams
Business Owners
Business Owners
📈
Finance Directors
You review financial reports in Quickbooks Online but your project tracking sheet in Roll only updates when someone manually exports data, so the revenue counts you rely on are always hours behind — with this integration, every new customer lands in Roll instantly and your financial data stays current.
Project Managers
You need to track deliverables the moment an invoice is generated in Quickbooks Online, but manual project setup leaves your team waiting for client files — automating both apps means every billing event creates a project in Roll instantly so your team starts work without delay.
🤝
Account Managers
You answer to clients who expect their project milestones and billing records to match perfectly across platforms, but manual data entry introduces errors — connecting these apps means customer details and project statuses stay aligned across your entire workflow.
📊
Operations Leads
The volume of new customers and invoices in Quickbooks Online is too high for anyone to keep up by hand, leading to missed project setups in Roll — this integration means every transaction triggers automated records so nothing falls through the cracks.
⚙️
Sales Teams
You close deals and log customers in Quickbooks Online, depending on operations to create project spaces in Roll by hand — automating both apps means your handovers happen instantly and your project pipeline starts moving the moment a customer is created.
🗂️
Business Owners
You need a reliable audit history of financial transactions and project deliverables, but fragmented tools leave frustrating gaps in your reporting — connecting these apps means every customer and project record is logged accurately from end to end.
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 + Roll

Build and manage your Quickbooks Online + Roll 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 + Roll 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 — 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quickbooks Online to Roll?
Frequently Asked Questions
You can connect Quickbooks Online to Roll in 1 click using ready-made templates on Integrately, or use Integrately AI to set up custom workflows with apps like Slack, HubSpot, and Stripe.
Can I automatically create a Roll project when a new customer is added in Quickbooks Online?
Frequently Asked Questions
Can I connect Quickbooks Online, Roll, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quickbooks Online and Roll?
Frequently Asked Questions
How do Quickbooks Online customer updates sync with Roll?
Frequently Asked Questions
Can Roll project changes trigger actions in Quickbooks Online?
Frequently Asked Questions
Do I need coding skills to automate Quickbooks Online and Roll?
Frequently Asked Questions
Is the Quickbooks Online and Roll integration free?
Frequently Asked Questions
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