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Universal Connector

QuickBooks Payments and Anaplan integration + automation

QuickBooks Payments and Anaplan integrations couldn’t be easier with the Tray platform’s robust QuickBooks Payments and Anaplan connectors, which can connect to any service without the need for separate integration tools.

QuickBooks Payments and Anaplan Connector Details

quickbooks

QuickBooks Payments

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector
Operations
Retrieve a charge refundCreate bank account from tokenVoid a charge transactionGet bank accountList customer bank accountsCapture charge fundsCreate bank accountCreate chargeCreate payment tokenDelete bank accountList customer credit cardsCreate echeck debit

Minor Configuration Required

There is currently no pre-built and ready to use QuickBooks Payments connector available at the moment.

To get data in and out of QuickBooks Payments, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Anaplan logo

Anaplan

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UsesFinance and Accounting, Sales
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete uploaded fileDownload fileGet deletion task statusGet export metadataGet export task statusGet import metadataGet import task statusGet modelGet process task statusList deletion actionsList deletion tasksList exportsand 1 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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