Wiresk

Wiresk

QuickBooks – Triggers

Estimated reading time: 5 min

What will start your automation…

A connection to your QuickBooks account is needed so we can sync it with our platform.
Refer to QuickBooks – connection.

Run Once Tab: This tab allows you to schedule a Flow to execute a single time at a specific date and time. This is ideal for one-time operations such as data syncs, cleanups, or initial configuration steps. After execution, the schedule will be automatically cleared unless rescheduled manually.

Run Tab: This tab is used to set up repeating schedules:

  • Repeat feature: This dropdown determines how long the automation will continue repeating based on the selected frequency (Minutely or Hourly). You can choose from:
    • Repeat Forever
      • The automation will continue to run indefinitely at the defined interval (e.g. every 15 minutes).
      • No end condition is specified.
    • Repeat for (x) Times
      • You set a specific number of repetitions.
      • Requires the field Number (x) of Repeat Times to be filled (e.g. 10 times).
    • Repeat Between Start & End Dates
      • The automation will run only within a defined date range.
      • Additional fields will appear to select start and end dates.
      • Useful for limited-time schedules like campaigns or batch jobs.
  • Daily at Multiple Times: Sets the Flow to run several times per day based on a minutely or hourly interval.
  • Daily: This allows a Flow to run x times per day at a specific time.
  • Weekly: This allows you to run a Flow weekly by selecting the days and time.
  • Monthly: This will monitor your Trigger every month on a defined date and hour.
  • Yearly: This will monitor your Trigger on a specific date and hour every year.
  • Specific dates: This will start your Trigger on specific dates and time.

For more details, see Wiresk Scheduler – The Fundamentals.

After you’ve configured your Trigger parameters, select the “Use” button to fetch a live sample of data from the Trigger.

What it does:

  • Extracts real data based on your Trigger setup
  • Validates your parameters by showing if they match existing records
  • Prepares data for field mapping – the sample helps you map your Trigger output to your Method parameters in the Flow. Refer to FIELD MAPPING documentation.

Think of it as a preview step: it makes sure your Trigger is working and gives you real data to work with when setting up the rest of your flow.

QUICKBOOK

These Triggers will start your Flow automatically at a specific time or intervals instead of being triggered real-time event (Webhooks).

This Trigger monitors and retrieves existing invoices that have been updated, based on the Scheduler’s interval.

Configuration Table:

Name*Check Updated Invoice
Connection*Select your connection or create one.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule.
Parameters
Include Previous InvoicesSelecting Yes retrieve all existing invoices. Choosing No shows only invoices created since the last time the flow was executed.
Preview DataIn this tab, you can preview the retrieved data.
In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed.

(*) required field

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

Retrieve all record by a search Query.
 
The query operation is similar to a pared down SQL query select statement, but with a few limitations.
See Quickbooks documentation on Query operation and syntax.

Configuration Table:

Name*Get Records by Search String
Connection*Select your connection or create one.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule.
Parameters
Query StringExample of Query:
select * from Invoice where id = ‘239’
Preview DataIn this tab, you can preview the retrieved data.
In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed.

(*) required field

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

This Trigger monitors and retrieves new invoices based on the Scheduler’s interval.

Configuration Table:

Name*Check New Invoice
Connection*Select your connection or create one.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule.
Parameters
Include Previous InvoicesSelecting Yes retrieve all existing invoices. Choosing No shows only invoices created since the last time the flow was executed.
Preview DataIn this tab, you can preview the retrieved data.
In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed.

(*) required field

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

Configuration Table:

Name*Retrieve Records using Wiresk’s Query Builder
Connection*Select your connection or create one Refer to how to create a connection.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule
Parameters
Entity* (Set of data that contain records)Select the Entity where the data records are located.
For example, “Invoice“, “Item“, or “Payment“.
Configure FilterThis tab enables you to define specific criteria to narrow down the records being retrieved.
Configure Columns





Configure which columns or fields of data will be retrieved and included in the output.

Preview Data:
To visualize the records. You must select at least 1 Columns to get the Preview Dat.
If you get this message:” Cannot convert undefined or null to object”, it means there is no records.

Number of records:10
By default, 10 records will be shown.

Begin at record:0
The display starts at record 0.

Edit Columns
Customize which columns are displayed and retrieved. Minimum 1 column, maximum 50 columns.

Configure Sorting
This option is for sorting the data in the columns by Ascending or descending order.

(*) required field

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

Retrieves all records of an Entity (Set of data that contain records) from Quickbooks Database.

Configuration Table:

Name*Get All Records of an Entity
Connection*Select your connection or create one.
Time outYou can additionally set the Trigger duration to limit the information processed per execution to optimize performance and resource usage.
Recurrence rule/scheduler*Set up your recurrence rule.
Parameters
Entity* (Set of data that contain records)Select the Entity to retrieve records.

Invoice, Bill, Journal Entry, Deposit, Credit Memo, Purchase Order, Customer, Vendor, Account, Purchase, Time Activity, Refund Receipt, Sales Receipt, Estimate, Payment, Item, File.
PageDefine the page number of retrieve records.
LimitDefine the maximum of records per page.
Preview DataIn this tab, you can preview the retrieved data.
In specific Trigger instances, data can only be previewed when it is available for retrieval. If no event occurs from the Trigger, a message “No data available”, or “Cannot read properties of null ” will be displayed.

(*) required field

⚠️ Reminder: Click “Use” to validate your Trigger with sample data before saving.

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.