Integrate Maximizer CRM with QuickBooks Online to automate your work

Triggers when there is a new or updated Note entry

Searches for existing Address Book entry.

Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new employee.

Adds a new customer.

Creates a new expense using check, cash, or credit card.

Creates a new journal entry.

Adds a new sales receipt (with line item support).

Creates a new purchase order.

Sends an estimate.

Send an existing sales receipt.

Updates an existing bill.

Updates an existing estimate.

Updates an existing product.

Adds a new vendor.

Find an account by name.

Find a customer by name or email address.

Finds a class based on name or ID.

Finds a payment based on Id.

Find an invoice using either Invoice Number, Invoice ID or Invoice Date or Due Date.

Find a vendor by name.

Finds or creates a specific employee.

Finds or creates a specific product.

Triggers when there is a new or updated Opportunity entry

Updates existing Address Book entry

Searches for existing Maximizer User

Find or Create Address Book entry

Triggers when an invoice becomes due within a specified number of days.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new credit memo.

Create a new estimate (with line item support).

Creates a new product or service.

Adds a new invoice (with line item and bundle item support).

Creates a new payment, optionally linked to an invoice.

Creates a new refund receipt.

Send an existing invoice.

Creates a new single time activity.

Updates an existing customer.