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QuickBooks Online Connector
Connect to an external QuickBooks Online account. Perform tasks like syncing customers or creating invoices. Use QuickBooks Online as a data source (trigger) or a data target (action).
Required Editions
| View supported editions. |
| This feature requires the MuleSoft for Flow: Integration add-on. Exceptions are segment-triggered flows, activation-triggered flows, and broadcast flows, which don't require the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase an add-on, contact your Salesforce account executive. |
| MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive. |
Connections
To connect to a system, whether it’s a data source or a data target, you must create a connection with that system’s required credentials. You can connect to multiple systems within a flow and reuse each connection.
You can create connections in the Integrations tab or in Flow Builder.
Standard Connection
This system uses OAuth2BrowserFlow authentication.
OAuth2BrowserFlow authentication includes features that extend OAuth 2.0 protocol functionality and security.
This system requires this credential information for its connections.
| Field | Description |
|---|---|
| Connection Name | Enter a unique connection name that will help you remember the details of this connection. The credentials are hidden after you create the connection. You can reuse connections. Anyone with the Manage Integration Connections permission can see and use all connections in the org. |
| URL | Enter the base URL of your org. For example,
|
| Environment | Select the environment type for the connection. |
Named Credential Connection
Select a pre-existing named credential from Setup to use for your external system connections.
Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.
To ensure a successful connection for use in a flow, use only one principal for each named credential.
- Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
- Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
When you create a connection with an existing named credential, note these behaviors:
- Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
- Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
- Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.
Triggers
A trigger initiates the flow when a specified event occurs. Triggers are important for automating business processes because they react to real-time data changes in various systems. For more information about triggers, refer to Create a Flow with a Connector as a Trigger.
These QuickBooks Online triggers are available in Flow Builder.
- On New Account
- On New Bill
- On New Credit Memo
- On New Customer
- On New Employee
- On New Estimate
- On New Invoice
- On New Item
- On New Or Update Refunds Receipt
- On New Payment
- On New Purchase Order
- On New Refunds Receipt
- On New Sales Receipt
- On New Time Activity
- On New Vendor
- On New Or Update Account
- On New Or Update Bill
- On New Or Update Credit Memo
- On New Or Update Customer
- On New Or Update Employee
- On New Or Update Estimate
- On New Or Update Invoice
- On New Or Update Item
- On New Or Update Payment
- On New Or Update Purchase Order
- On New Or Update Sales Receipt
- On New Or Update Time Activity
- On New Or Update Vendor
Actions
An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.
These QuickBooks Online actions are available in Flow Builder.
- Create Account
- Create Bill
- Create Credit Memo
- Create Credit Memo with Custom Fields
- Create Customer
- Create Employee
- Create Estimate
- Create Estimate with Custom Fields
- Create Invoice
- Create Invoice with Custom Fields
- Create Item
- Create Payment
- Create Purchase Order
- Create Sales Receipt
- Create Sales Receipt with Custom Fields
- Create Time Activity
- Create Vendor
- Deactivate Account
- Deactivate Customer
- Deactivate Employee
- Deactivate Vendor
- Delete Bill
- Delete Credit Memo
- Delete Estimate
- Delete Invoice
- Delete Item
- Delete Payment
- Delete Purchase Order
- Delete Sales Receipt
- Delete Time Activity
- Get Account By Id
- Get Bill By Id
- Get Credit Memo By Id
- Get Customer By Id
- Get Employee By Id
- Get Estimate By Id
- Get Invoice By Id
- Get Item By Id
- Get Payment By Id
- Get Purchase Order By Id
- Get Records
- Get Sales Receipt By Id
- Get Vendor By Id
- List Accounts
- List Bills
- List Credit Memos
- List Customers
- List Employees
- List Estimates
- List Invoices
- List Items
- List Payments
- List Purchase Orders
- List Sales Receipts
- List Vendors
- Query Time Activity
- Read Time Activity
- Update Account
- Update Bill
- Update Credit Memo
- Update Credit Memo with Custom Fields
- Update Customer
- Update Employee
- Update Estimate
- Update Estimate with Custom Fields
- Update Invoice
- Update Invoice with Custom Fields
- Update Item
- Update Payment
- Update Purchase Order
- Update Sales Receipt
- Update Sales Receipt with Custom Fields
- Update Time Activity
- Update Vendor
Get Records Action
Query searchable objects from each connector by using custom filter logic in the MuleSoft for Flow: Integration Get Records action, which functions like the Salesforce Flow's Get Records element.
The MuleSoft for Flow: Integration Get Records action:
- Defines queried object to ensure flexibility and adaptability across different data sources.
- Specifies available operators and enables the selection of fields, addition of conditions, and sorting of results.
- Defines the logical operator types.
- Includes other metadata to describe the operators available for each field when the available operators differ based on the object type.
- Runs the query request, processes the response, and formats the retrieved data accurately.
- Provides sorting options with custom logic and flexible record output.
- Limits the number of records returned to optimize performance and makes sure that you have access to the most relevant data.
For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.
Operations that have mandatory conditional fields don't have them marked. For information about the required fields to add in the operation, see the QuickBooks Online API documentation.
