Clubhouse

Zuora - Icon

Zuora

Grafana

PowerSchool

SageIntacct-icon-color

Sage Intacct

Postmates-icon-color

Postmates

Sage 300 - Icon

Sage 300

Sailthru - Icon

Sailthru

PortaBilling - Icon

PortaBilling

Stripe - Icon

Stripe

AWS Cognito

ClickUp

Square - Icon

Square

Talkdesk - Icon

Talkdesk

Anaplan-icon-color

Anaplan

Constant Contact - Icon

Constant Contact

Xero - Icon

Xero

Amplitude - Icon

Amplitude

AWS Cloudfront - Icon

AWS Cloudfront

adaptive-insights

Adaptive Insights

Create transfer

Create account

Create bill

Create customer

Create employee

Create invoice

Create purchase

Create time activity

Create vendor

Delete purchase

Delete time activity

Delete transfer

Get account

Get bill

Get class

Get credit memo

Get credit memo as PDF

Get customer

Get department

Get employee

Get invoice

Get payment

Get payment method

Get purchase

Get tax code

Get term

Get time activity

Get transfer

Get vendor

List accounts

List accounts DDL

List bills

List classes

List classes DDL

List credit memos

List credit memos DDL

List customers

List departments

List departments DDL

List discount accounts DDL

List employees

List entities DDL

List invoices

List items

List items DDL

List all payment methods in your company.

List payment methods

List payment methods DDL

List all payments in your company, from a given date.

List payments

List purchases

List tax codes

List tax codes DDL

List tax rates

List tax rates DDL

List terms

List terms DDL

List time activities

List transfers

List vendors

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Run query

Update bill

Update customer (full)

Update customer (sparse)

Update employee

Update invoice

Update purchase

Update time activity

Update transfer

Update vendor

Subscribe to QuickBooks Push Notifications.

Webhook

QuickBooks

QuickBooks Online 1

Integrations

Easy Quickbooks Online Integrations

Quickbooks Online 2

Automation

Powerful Quickbooks Online automation

Quickbooks Online 3

Use Cases

Large-scale Quickbooks Online use cases

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

QuickBooks-icon-color

QuickBooks Online

Duplicate Column

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return the data in a specifc cell in the CSV.

Get Cell

Import an external CSV file into an existing in memory CSV

Import Data

Rename Column

Rename Columns

Update Cell

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Add Column

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Update a single column in multiple rows using a function

Update by Function

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Delete Row

Delete Rows

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Delete column

Delete columns

Duplicate

Add Rows

Sort CSV

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Return a single column from a number of rows from in the CSV.

Get column from rows

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

QuickBooks Online and CSV integration + automation

Popular QuickBooks Online and CSV integrations

QuickBooks Online and CSV Connector Details

QuickBooks Online

CSV

Tray is the leading AI ready integration and automation platform

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