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Accounting & e-invoices

QuickBooks + Era

Manage QuickBooks Online company, transactions, reports, emails, PDFs, and attachments

Connect QuickBooks to EraAll apps
Category
Accounting & e-invoices
Connection
Connects with a key
Actions
34

What Era can do with QuickBooks

Each of these is a ready step in Era’s chat and workflows.

Actions34

  • Create Bill
  • Create Credit Memo
  • Create Customer
  • Create Customer Payment
  • Create Deposit
  • Create Employee
  • Create Estimate
  • Create Invoice
  • Create Item
  • Create Journal Entry
  • Create Purchase
  • Create Purchase Order
  • Create Refund Receipt
  • Create Sales Receipt
  • Create Vendor
  • Create Vendor Credit
  • Email Transaction
  • Get Company Info
  • Read Accounting Transactions
  • Read Attachments
  • Read Master Data
  • Read Purchasing Transactions
  • Read Sales Transactions
  • Run Financial Report
  • Update Customer
  • Update Deposit
  • Update Estimate
  • Update Invoice
  • Update Journal Entry
  • Update Sales Receipt
  • Void Bill Payment
  • Void Customer Payment
  • Void Invoice
  • Void Sales Receipt

How to connect

  1. 1

    In Era, find QuickBooks under Apps and press Connect.

  2. 2

    Enter your QuickBooks connection details (address, user, password…); Era keeps them in its encrypted vault.

  3. 3

    Now you can ask Era, or use it in your workflows.

Era modules it works with

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