accounting · payment-processing · 0 triggers · 114 actions
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business Add QuickBooks to your Stream Deck workflows with guided setup for the connection details it needs.
Add QuickBooks to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in QuickBooks.
Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.
Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.
Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.
Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds.
Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal.
Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.
Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equaling total credits.
Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices.
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for QuickBooks. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a QuickBooks action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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