May 17, 2023 10:50 AM
Hi all, is there a way to integrate QuickBooks Online Plus with my Airtable workspace and bases? If there isnt already an existing integration, how do you get around it to sync with each other?
May 17, 2023 11:32 AM
Yes, you can use Make's QuickBooks integration with Airtable.
There can be a bit of a learning curve with Make, which is why I created this basic navigation video for Make, along with providing the link to Make’s free training courses.
If you have a budget for your project and you’d like to hire an expert Airtable consultant to help you with this, please feel free to contact me through my website: Airtable consulting — ScottWorld
May 17, 2023 11:47 PM
> If there isnt already an existing integration, how do you get around it to sync with each other?
Are you able to export CSV files from QB Online Plus? If so, you could then import that data into your Airtable base.
After that you could use a third party automation tool like Zapier or Make to keep the data in sync by identifying each piece of data's unique ID and using that to identify their respective records in Airtable
Here's a link to the Zapier <> QB Online Plus page that has some examples of the triggers and actions
May 18, 2023 02:39 AM
Just an FYI that I try to get everybody off of Zapier and onto Make, because Make is a tiny fraction of the cost of Zapier and yet it is infinitely more powerful & customizable than Zapier.
Even more importantly in your situation, using QuickBooks with Zapier is much more difficult and much more limited than using Make. Just as one example, it is extremely difficult to create invoice line items in QuickBooks with Zapier, whereas it is built into the product & very easy to do in Make. Make also offers about 50% more functionality with QuickBooks than Zapier.
As I mentioned earlier, the only minor downside is that there can be a bit of a learning curve with Make, which is why I created the basic navigation video above. And I am also available for hire through my website.