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Best answer

BambooHR and Quickbooks Online

  • April 23, 2022
  • 8 replies
  • 127 views
I

I understand that there are zaps between BambooHR and Quickbooks online and there is information on Zapier’s site explaining the various triggers and actions available. However, it seems that the ones available in my Zapier account don’t match the ones officially shown on the Zapier site. 

 

For example, the only actions I seem to have access to are the customer related ones for receipting and invoicing for example, not the employee related ones such as “New employee” or “Update employee”. 

 

Does anyone know why I wouldn’t be seeing the employee related options? 

Best answer by christina.d

Thanks so much for reaching out, @Industryus! These are great questions and I hope we can help!

I did some digging and can see you chatted with my teammate in support where they mentioned at the moment, Quickbooks Online (QBO) Zapier integration does not support employee related actions at this time. They were also able to add your vote to feature requests so you’ll be kept in the loop if and when this does become a supported action.

It’s worth mentioning it’s possible QBO has employee features built into their API, which is how you may be manually utilizing them. However our QBO integration does not support them.

You mentioned seeing a video stating you saw these actions are an option in QBO. Do you mind sharing a link to that video? The reason I ask is because we certainly appreciate your frustration and definitely want to dig into any messaging communicating anything to the contrary! 


That said here is a workaround that was shared in the community for this question that could be helpful:
 

While I imagine this isn’t the ideal scenario or news you were hoping for - please know your feedback is valuable and appreciated. Thank you again for taking the time to write in and chat with us. 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 23, 2022

Hi @Industryus 

Good question.

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
I
  • IndustryusBeginner
  • Author
  • Beginner
  • April 24, 2022

Hi Troy, thank you. I will check this out, but not sure if this is the issue as my own BambooHR account is set at Administrator level. Perhaps the issue is on the Quickbooks access level end. 

 

Have you set up this particular trigger and action before? I am getting such conflicting information from Zapier. I was forwarded a video showing the available actions and triggers and then I have had other help desk people say that the actions and triggers in the video are not supported!!

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 25, 2022

@Industryus 

Please clarify which Zap trigger/action you are trying to use for each app (BambooHR and QBO).

 

Available Zap triggers/actions for each app and help articles:

BambooHR

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

https://zapier.com/apps/bamboohr/help

 

QBO

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

https://zapier.com/apps/quickbooks/help

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
I
  • IndustryusBeginner
  • Author
  • Beginner
  • April 25, 2022

Hi Troy

I am trying to create the following: 

New employee 

New Time Off 

New Time Off Request 

 

And the actions are: 

Create employee

Respond to time off request 

Find or create employee

update employee (I wish to send a changed address or changed salary to QBO). 

find employee 

 

However, when I go to select the action, the only ones I can see relate to customers. 

 

Thanks

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 25, 2022

@Industryus 

Might be best to open a ticket with Zapier Support for further assistance: https://zapier.com/app/get-help

 

I suspect it’s due to the following...

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
I
  • IndustryusBeginner
  • Author
  • Beginner
  • April 25, 2022

Thanks Troy. I have tried raising a ticket but I keep getting the response that QBO does not support these actions, even though all the documentation says it does. 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • April 25, 2022

@Industryus 

Perhaps you can write out your desired automations into this format for us to have clear context.

 

Zap Steps

  1. Trigger: [APP] - [EVENT]
  2. Action: [APP] - [EVENT]

 

These are the available BambooHR triggers/actions: https://zapier.com/apps/bamboohr/integrations#triggers-and-actions

These are the available QBO triggers/actions: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions

 

Keep in mind BambooHR has some limitations:

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
christina.d
Forum|alt.badge.img+9
  • christina.dZapier Staff
  • Zapier Staff
  • Answer
  • April 28, 2022

Thanks so much for reaching out, @Industryus! These are great questions and I hope we can help!

I did some digging and can see you chatted with my teammate in support where they mentioned at the moment, Quickbooks Online (QBO) Zapier integration does not support employee related actions at this time. They were also able to add your vote to feature requests so you’ll be kept in the loop if and when this does become a supported action.

It’s worth mentioning it’s possible QBO has employee features built into their API, which is how you may be manually utilizing them. However our QBO integration does not support them.

You mentioned seeing a video stating you saw these actions are an option in QBO. Do you mind sharing a link to that video? The reason I ask is because we certainly appreciate your frustration and definitely want to dig into any messaging communicating anything to the contrary! 


That said here is a workaround that was shared in the community for this question that could be helpful:
 

While I imagine this isn’t the ideal scenario or news you were hoping for - please know your feedback is valuable and appreciated. Thank you again for taking the time to write in and chat with us. 

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