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Question

Using Zapier with QBO to receive daily client account summaries

  • January 23, 2025
  • 1 reply
  • 10 views
H

Is there a way that I can use Zapier with QBO so that I can have a report sent to me daily that shows all my QBO clients and then summarizes their account standings?

I would specifically want to see any disconnected bank/cc feeds, the number of unposted transactions in each bank/cc feed as well as the dates of the unposted transactions in the bank/cc feeds.

Is this possible?

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

1 reply

ken.a
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  • ken.aZapier Staff
  • Zapier Staff
  • January 24, 2025

Hi there ​@HelpNeeded,

Welcome to the Community! 🎉

I did some digging into this, and it seems like the trigger you’re looking for is not available at the moment. I’d recommend reaching out to our Support Team to create a feature request on your behalf.

You can reach our Support Team here: https://zapier.com/app/get-help

Hopefully, this helps.

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