QuickBooks – Create, Update, Upsert records

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What your automation will do…

A connection to your QuickBooks account is needed so we can sync it with our platform.
Refer to QuickBooks – connection.
You can include between 1 and 255 Methods to build complex Flows.

QUICKBOOK
This unified Method is used to create various Records in a specific Entity.
 
This Method allows you to create: 
Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt. 

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Create
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)
Select the available Entity to create records:

Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt.

(*) required field

Configuration table for each Entity:

This unified Method is used to Update records from an Entity in your Quickbooks database by specifying the Object ID.

Tip: Use Wiresk Method “List” or Trigger “Get Records by Search String” to get the IDs.
 
This Method allows you to update: 
Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt. 

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Update Record
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)
Select the available Entity to update the records:

Invoice, Item, Payment, Journal Entry, Bill, Sale Receipt, Estimate, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt.

(*) required field

Configuration table for each Entity:

This unified Method facilitates upsert operations for diverse Entities within your QuickBooks account. The method employs matching criteria to search for existing records. If a match is found, the record is updated; otherwise, a new record is created using the supplied information.
 
This Method allows you to upsert: 
Invoice, Item, Journal Entry, Bill, Sale Receipt, Purchase Order, Customer, Vendor, Account.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Upsert
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)
Select the available Entity to upsert records:

Invoice, Item, Journal Entry, Bill, Sale Receipt, Purchase Order, Customer, Vendor, Account.

(*) required field

Configuration table for each Entity:


Once your Flow is configured, you can test or automate it using the Run panel or by managing Triggers from the Flow Management screen.

  • Run Flow: Manually runs the Flow once using sample data. Ideal for testing logic and field mapping. See How to Run a Flow.
  • Run Scheduler: Force-runs the Trigger immediately using live input. This bypasses the recurrence rule and is useful for verifying real data mapping. Learn more in Wiresk Scheduler – The Fundamentals.

From the Trigger management panel (clock icon), you can:

  • Activate or deactivate Triggers
  • Force-run the scheduler
  • Copy Routing Keys (for HTTP Triggers)

If your Flow uses a Webhook Trigger, it runs automatically on each incoming webhook—no scheduler required. It remains active until you manually deactivate it.