Connect QuickBooks and Square integrations
Streamline your financial workflow by integrating QuickBooks and Square with Make, automating processes and improving efficiency with real-time data synchronization.
Triggers when a new event is created.
Triggers when a new payment is created.
Adds a customer to the customer's group.
By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.
Creates a new customer.
Creates an Order
Gets customer details.
Returns payment by ID.
Retrieves information about a transaction by a payment ID.
Gets transaction information.
Performs an arbitrary authorized API call.
Updates customers details.
Lists orders in batch.
Lists all customers
Lists payments.
Lists refunds.
Searches for orders.
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Build your QuickBooks and Square integrations.
Integrate QuickBooks as a trigger and Square as an action using Make to automate your business processes. By setting QuickBooks to trigger events such as updated invoices or new expense entries, you can initiate actions within Square, such as processing payments or updating sales data. This connection allows for real-time financial synchronization, improving operational efficiency and reducing the need for manual data entry. Utilize this integration to optimize your financial operations and leverage automatic workflows for improved business management.
Adds a customer to the customer's group.
By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a new customer.
Creates a deposit.
Creates a journal entry.
Connect any app with QuickBooks and Square
Popular QuickBooks and Square workflows.
Discover the capabilities of QuickBooks and Square! Automate customer synchronization, save time, and enhance accuracy for streamlined operations.
Add Square customers to QuickBooks
Every time a Square customer is created, Make will automatically create a QuickBooks customer.
TRY IT ->Add QuickBooks customers to Square
Every time a QuickBooks customer is created, Make will automatically create a Square customer.
TRY IT ->Instantly send new invoices in QuickBooks to Slack
When a new invoice is sent in QuickBooks, the invoice will also be downloaded and sent via Slack. Please note, if you want to watch for other object types like Sales receipts, you can change this in the filter between the QuickBooks modules by replacing the word 'Invoice' with the object you want.
TRY IT ->Upload a new invoice from QuickBooks to Nextcloud.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Nextcloud.
TRY IT ->Update Inventory values in QuickBooks & Google Sheets for new WooCommerce orders
Every time a new order is created in WooCommerce, Make will automatically update the inventory values in QuickBooks and Google Sheets. The template uses [this example spreadsheet]( https://docs.google.com/spreadsheets/d/1p6ua_qmTJb2XZtIHM_fPf2Amwb9BKXJ_c7EUegT-vMQ/edit?usp=sharing).
TRY IT ->Create a sales receipt in QuickBooks from customer details in a Google Sheets spreadsheet.
Every time a customer's details are added to a Google Sheet, Make retrieves the info and creates a sales receipt in QuickBooks. If its a new customer, the customer is first added to QuickBooks and then a receipt is created. The template uses this [example spreadsheet.](https://docs.google.com/spreadsheets/d/1Ie8njl21Ob0cyugwb4qg_HIX53qsJAeph2vrLxvq9ww/edit#gid=0/xxx)
TRY IT ->Upload a new invoice from QuickBooks to Google Drive.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Google Drive.
TRY IT ->Send a detailed message about a new event in QuickBooks to Slack
When a new object is created in QuickBooks, a message with detailed information about this event is sent to Slack as a log.
TRY IT ->Upload a new invoice from QuickBooks to Box.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Box.
TRY IT ->
How to setup QuickBooks and Square in 5 easy steps
Log in to your Make account
Get started by logging in to your Make platform account to access project scenarios.
Select an app to connect
Choose either QuickBooks or Square as the application you want to connect within your scenario.
Start a new connection
Initiate the connection process by clicking the 'Create a connection' button for your chosen app.
Optional: name your connection
Assign a name to your connection if you want to easily identify it later.
Authenticate and finalize
Authenticate your account when prompted and complete the setup to establish the connection.
Discover integration: QuickBooks and Square benefits
Learn how integrating QuickBooks and Square improves customer management, saves time, and enhances data accuracy through automated synchronization for better operations.
Ensure customer information is always up-to-date in both Square and QuickBooks automatically.
Reduce manual data entry by updating customer records across platforms.
Minimize errors and discrepancies in customer records with automated integration.
Simplify operations by integrating customer management processes in one continuous workflow.
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