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Sending attachments to QuickBooks Online

  • 30 January 2021
  • 2 replies
  • 511 views

Hello everyone!

I’m a developer, but I’m new to zapier, so I’m just trying to find out if what I’m trying to do is possible.

 

I have a zap that works like this:
whenever a zaho form is created it will also be copied to quickbooks, and what I’m trying to do is sending an attachment to quickbooks with that zaho form.
I have checked quickbooks API and I have been able to upload an attachment to a certain invoice in quickbooks, and now I want to add that to be automated on my zap.

so my question is simply is that possible? and as using quickbooks API will need to upload the attachment from my local machine, will that be an issue?

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Best answer by Troy Tessalone 30 January 2021, 17:09

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2 replies

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Hi @jalil_bm 

You can leverage app APIs using Webhook steps or Code steps.

Webhooks: https://zapier.com/apps/webhook/integrations#triggers-and-actions

Code: https://zapier.com/apps/code/help

 

Apps being used in Zaps need to be online, so unlikely you’ll be able to upload from a local machine.

 

@jalil_bm 

you ever get this figured out? I’m trying to do the same thing (attach a PDF to a QuickBooks invoice) but I’m not very familiar with the code or web hooks or anything like that.