Kantata OX QuickBooks Online Integration - Quick Connect - Zapier (original) (raw)

1. Apps

2. Kantata OX

3. QuickBooks Online

4. Kantata OX + QuickBooks Online

5. Kantata OX +

6. QuickBooks Online

Connect Kantata OX and QuickBooks Online to power AI-driven automation

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Choose a Trigger

Choose an Action

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Kantata OX

Kantata OX

QuickBooks Online

QuickBooks Online

App

Kantata OX

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message" from Kantata OX.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

You’re connected!

Zapier seamlessly connects Kantata OX and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

• 
  New Message
  Triggers when a new message is posted.
  Try It
• • Title
    Required
  • Creator Role
    Required
  • Budgeted
  • Description
  • Currency
  • Price
  • Due Date
  • Project Template
• • Project
    Required
  • Assigned
  • Title
    Required
  • Type
    Required
  • Description
  • Due Date
• 
  New Bank Transaction
  Triggers when a new bank transaction is created.
  Try It
• 
  New Customer
  Triggers when you add a new customer.
  Try It
• 
  New Estimate
  Triggers when you add a new estimate.
  Try It
• 
  New Invoice
  Triggers when you add a new invoice.
  Try It
• 
  New Credit Memo
  Triggers when a new credit memo is created.
  Try It
• 
  New Journal Entry
  Triggers when a new journal entry is created.
  Try It
• 
  New Product
  Triggers when a new product is created.
  Try It
• 
  New Refund Receipt
  Triggers when there is a new refund receipt.
  Try It
• 
  New Payment
  Triggers when a payment is received (with line item support).
  Try It
• 
  New Sales Receipt
  Triggers when a new sales receipt is added.
  Try It
• 
  Updated Bill
  Triggers when a bill is updated.
  Try It
• 
  Updated Customer
  Triggers when an existing customer is updated.
  Try It
• 
  Updated Invoice
  Triggers when an invoice is updated.
  Try It
• • Attachment Type
    Required
• • Vendor
    Required
  • Terms
  • Transaction Date
  • Due_date
  • Bill Number
  • Department
  • Currency
  • Exchange Rate
  • Global_tax_calculation
  • Description
  • Amount
    Required
  • Billable?
  • Customer
  • Class
  • Account
    Required
  • Tax_code
  • AP Account
  • Memo
• • Deposit To Account
    Required
  • Transaction Date
  • Private Note
  • Currency
  • Exchange Rate
  • Global Tax Calculation
  • Department
  • Transaction Source
  • Transaction Location Type
  • Amount
    Required
  • Account
    Required
  • Payment Method
  • Description
  • Transaction Type
  • Entity
  • Class
  • Check Number
  • Tax Code
  • Tax Applicable On
  • Cash Back Account
  • Cash Back Amount
  • Cash Back Memo
• • Customer
    Required
  • Email
  • Send Later?
  • Billing_address
  • Credit_memo_date
  • Credit_memo_number
  • Auto Generate Credit Memo Number
  • Class
  • Amount
    Required
  • Service_date
  • Product/Service
  • Description
  • Quantity
  • Rate
  • Tax
  • Class
  • Message_displayed_on_credit_memo
  • Memo
  • Apply Tax After Discount?
  • Discount_value
  • Discount_percent
  • Sales Tax Rate
  • Shipping Cost
• • Customer
    Required
  • Number
  • Line_amount
    Required
  • Line_description
  • Line Item/Product
  • Line Item Quantity
  • Line_item_tax_code
  • Line Item Service Date
  • Rate
  • Tax_calculation
  • Transaction Date
  • Expiration_date
  • Ship Date
  • Message displayed on estimate
  • Billing_address
  • Billing Address City
  • Billing Address Country
  • Billing Address Postal Code
  • Billing Address State/Province
  • Shipping_address
  • Shipping Address City
  • Shipping Address Country
  • Shipping Address Postal Code
  • Shipping Address State/Province
  • Shipping amount
  • Bill Email
  • Send later
  • Discount_value
  • Discount_percent
  • Class
  • Sales Terms
  • Shipping Method
  • Tracking Number
  • Private Note
  • Transaction Status
  • Apply Tax After Discount
  • Print Status
  • Department
• • Type
    Required
  • Name
    Required
  • Description_on_sales_forms
  • Sales Price/Rate
  • Description_on_purchase_forms
  • Cost
  • SKU
  • Category
  • Is Taxable?
• • Info
  • Customer
    Required
  • Email
  • Cc
  • Bcc
  • Send Later?
  • Billing_address
  • Shipping_address
  • Terms
  • Invoice Date
  • Due_date
  • Ship_via
  • Shipping_date
  • Tracking_number
  • Invoice Number
  • Auto Generate Invoice Number
  • Service Date
  • Product/Service
  • Description
  • Quantity
  • Rate
  • Helptext_line_amount
  • Amount
  • Tax
  • Class
  • Add Bundle Item to invoice?
  • Message Displayed on Invoice
  • Message Displayed on Statement
  • Project ID
  • Accept Payment Via Bank Transfer
  • Accept Payment Via Credit Card
  • Tax_code
  • Total_tax
  • Tax_calculation
  • Apply Tax After Discount?
  • Discount_value
  • Discount_percent
  • Shipping_tax
  • Shipping
  • Deposit
  • Deposit To Account
  • Class
  • Department
  • Location
  • Currency
  • Exchange Rate
• • Customer
    Required
  • Total Amount
    Required
  • Unapplied Amount
  • Transaction Date
  • Payment_method
  • Payment Reference Number
  • Deposit To Account
  • Line_amount
  • Line Linked Invoice
  • Memo
• • Refund_from
    Required
  • Customer
  • Email
  • Billing_address
  • Refund_receipt_date
  • Refund_receipt_number
  • Transaction_class
  • Payment_method
  • Check_number
  • Print Later?
  • Product/Service
    Required
  • Amount
    Required
  • Service_date
  • Description
  • Quantity
  • Rate
  • Tax
  • Class
  • Message_displayed_on_refund_receipt
  • Memo
  • Apply Tax After Discount?
  • Discount_value
  • Discount_percent
  • Sales Tax Rate
  • Shipping
• • Info
  • Invoice
    Required
  • Email
• • Time Activity Type
    Required
• • Customer
    Required
  • Company
  • Email
  • Title
  • First name
  • Middle name
  • Last name
  • Suffix
  • Display name as
  • Phone
  • Mobile
  • Fax
  • Other
  • Website
  • Print_on_check_as
  • Notes
  • Billing Address - Street
  • Billing Address - City/Town
  • Billing Address - State/Province
  • Billing Address - ZIP code
  • Billing Address - Country
  • Shipping Address - Street
  • Shipping Address - City/Town
  • Shipping Address - State/Province
  • Shipping Address - ZIP code
  • Shipping Address - Country
  • Exemption_details
  • Job/Parent Customer
  • Active
  • Customer_type
  • Preferred_payment_method
  • Taxable
  • Tax_code
  • Tax Registration Number
  • Currency
• • Invoice
    Required
  • Customer
  • Email
  • Cc
  • Bcc
  • Send Later?
  • Billing_address
  • Shipping_address
  • Terms
  • Invoice Date
  • Due_date
  • Ship_via
  • Shipping_date
  • Tracking_number
  • Invoice Number
  • Auto Generate Invoice Number
  • Service_date
  • Product/Service
  • Description
  • Quantity
  • Rate
  • Amount
  • Tax
  • Class
  • Message Displayed on Invoice
  • Message Displayed on Statement
  • Accept Payment Via Bank Transfer
  • Accept Payment Via Credit Card
  • Tax_code
  • Total_tax
  • Tax_calculation
  • Apply Tax After Discount?
  • Discount_value
  • Discount_percent
  • Shipping_tax
  • Shipping
  • Deposit
  • Class
  • Department
  • Location
  • Currency
• • Purchase ID
    Required
  • Vendor/Customer/Employee
  • Payment Type
    Required
  • Account
  • Transaction Date
  • Payment Method
  • Document Number
  • Private Note
  • Total Amount
  • Department
  • Transaction Location Type
  • Currency
  • Exchange Rate
  • Global Tax Calculation
  • Tax Code
  • Total Tax
  • Line Item Detail Type
    Required
• • Select Vendor
    Required
  • Title
  • Given Name
  • Middle Name
  • Suffix
  • Family Name
  • Primary Email Address
  • Display Name
  • Fax number
  • Business Number
  • Currency Code
  • Currency Name
  • Mobile Phone Number
  • Primary Phone Number
  • Alternate Phone Number
  • Active
  • Vendor 1099
  • Cost Rate
  • Billing Rate
  • Web Address
  • Company Name
  • Tax Identifier
  • Account Number
  • Print On Check Name
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__country
  • Address__zip_code
  • Balance
• • Vendor
    Required
  • Transaction Date
  • Document Number
  • Currency
  • Exchange Rate
  • Location
  • Department
  • Tax Calculation
  • Memo
  • Account
  • Description
  • Amount
  • Billable Status
  • Tax Code
  • Customer
  • Class
  • Product/Service
  • Description
  • Quantity
  • Rate
  • Amount
  • Billable Status
  • Tax Code
  • Customer
  • Class
• • Stop on error
    Required
  • HTTP Method
    Required
  • URL
    Required
  • Query string parameters
  • Additional request headers
  • Body
• • Type
    Required
  • Id
    Required
• • Estimate Id
  • Doc Number
  • Customer Name
  • Transaction Date
  • Total Amount
• • WHERE Clause
    Required
• • Id
    Required
• • Info
  • Purchase ID
  • Document Number
  • Vendor ID
  • Vendor Name
  • Transaction Date
  • Total Amount
  • Payment Type
• • Info
  • Invoice Number
  • Invoice ID
  • Invoice Date
  • Due Date
• • Name
    Required
• • Info
  • ID
  • Display Name
  • Primary Email Address
  • Given Name
    Required
  • Family Name
    Required
  • Middle Name
  • Employee Phone Number
  • Birth Date
  • Billable Time
  • Active
  • Release Date
  • Cost Rate
  • Employee Mobile
  • Gender
  • Hired Date
  • Organization
  • Address Line 1
  • Address Line 2
  • Address Line 3
  • Address Line 4
  • Address Line 5
• • Info
  • Product Name
    Required
  • SKU
  • Type
    Required
  • Description_on_sales_forms
  • Sales Price/Rate
  • Description_on_purchase_forms
  • Cost
  • Category
  • Is Taxable?
• 
  New Story
  Triggered whenever there is a new story (tasks, deliverables, milestones).
  Try It
• • Project
    Required
  • Message
    Required
• 
  New Account
  Triggers when you add a new account.
  Try It
• 
  New Bill
  Triggers when a new bill is added.
  Try It
• 
  Estimate Emailed
  Triggers when an estimate is emailed.
  Try It
• 
  New Expense
  Triggers when a new expense is added.
  Try It
• 
  Invoice Emailed
  Triggers when an invoice is emailed.
  Try It
• 
  New Bill Payment
  Triggers when a new bill paid.
  Try It
• 
  New Deposit
  Triggers when a there is a new deposit.
  Try It
• 
  New Paid Invoice
  Triggers when the balance of an invoice becomes zero.
  Try It
• 
  New Project
  Triggers when a new project is created.
  Try It
• 
  New Time Entry
  Triggers when a new time entry is created.
  Try It
• 
  New Purchase Order
  Triggers when a new purchase order is added.
  Try It
• 
  New Supplier Credit
  Triggers when a new supplier credit is created.
  Try It
• 
  Updated Credit Memo
  Triggers when a credit memo is updated.
  Try It
• 
  Updated Estimate
  Triggers when an existed estimate is updated.
  Try It
• 
  New Vendor
  Triggers when a new vendor is added.
  Try It
• • Vendor
    Required
  • Bill Number
  • Line_item
  • Line_description
  • Amount
    Required
  • Qty
  • Unit Price
  • Line_class
  • AP Account
  • Customer
  • Due_date
  • Transaction Date
• • Vendor
    Required
  • Terms
  • Transaction Date
  • Due_date
  • Bill Number
  • Department
  • Global_tax_calculation
  • Product/Service
  • Description
  • Qty
  • Rate
  • Amount
    Required
  • Billable?
  • Customer
  • Line_class
  • Tax_code
  • AP Account
  • Memo
• • Primary Email Address
  • Given Name
    Required
  • Family Name
    Required
  • Middle Name
  • Employee Phone Number
  • Birth Date
  • Billable Time
  • Active
  • Release Date
  • Cost Rate
  • Employee Mobile
  • Gender
  • Hired Date
  • Organization
  • Address Line 1
  • Address Line 2
  • Address Line 3
  • Address Line 4
  • Address Line 5
• • Full Name
    Required
  • Display_name
  • Title
  • First Name
  • Middle name
  • Last Name
  • Company
  • Email
  • Phone
  • Mobile
  • Fax
  • Other
  • Website
  • Active
  • GST Registration Type
  • GSTIN
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Address__country
  • Shipping_address__line1
  • Shipping_address__line2
  • Shipping_address__city
  • Shipping_address__state_code
  • Shipping_address__zip_code
  • Shipping_address__country
  • Notes
  • Currency
  • Taxable
  • Tax_code
  • Tax Registration Number
  • Tax Resale Number
  • Job/Parent Customer
  • Bill with Parent?
  • Preferred_payment_method
  • Preferred_delivery_method
  • Terms
  • Customer_type
• • Payee_type
    Required
  • Payment_type
    Required
  • Bank/Credit Account
    Required
  • Payment Date
  • Payment_method
  • Reference Number
  • Print Later?
  • Account
  • Description
  • Amount
  • Billable Status
  • Tax Code
  • Customer
  • Class
  • Product/Service
  • Description
  • Quantity
  • Rate
  • Amount
  • Billable Status
  • Tax Code
  • Customer
  • Class
  • Memo
  • Tax_code
  • Total_tax
  • Tax_calculation
  • Department
  • Location
  • Currency
  • Exchange Rate
• • Journal Date
  • Journal_number
  • Auto Generate Journal Entry Number
  • Account
    Required
  • Debit_amount
    Required
  • Description
  • Customer Name
  • Vendor Name
  • Employee Name
  • Department
  • Class
  • Account
    Required
  • Credit_amount
    Required
  • Description
  • Customer Name
  • Vendor Name
  • Employee Name
  • Department
  • Class
  • Memo
  • Currency
  • Exchange_rate
• • Info
  • Customer
  • Find Customer by Name/Email
  • Email
  • Send Later?
  • Note
  • Message
  • Line_amount
    Required
  • Service_date
  • Line_description
  • Product/Service
  • Line Item Quantity
  • Line Item Unit Price
  • Line_item_tax_code
  • Line_item_class
  • Transaction Date
  • Total_discount
  • Payment_method
  • Payment Reference Number
  • Deposit To Account
  • Sales Receipt Number
  • Auto Generate Sales Receipt Number
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Address__country
  • Shipping_address__line1
  • Shipping_address__line2
  • Shipping_address__city
  • Shipping_address__state_code
  • Shipping_address__zip_code
  • Shipping_address__country
  • Currency
  • Exchange_rate
  • Class
  • Tax_code
  • Total_tax
  • Tax_calculation
  • Shipping_tax
  • Shipping Cost
  • Department
• • Vendor
    Required
  • Purchase Order Status
  • Mailing_address
  • Shipping_address
  • Purchase Order Date
  • Ship Via
  • Purchase Order Number
  • PO Email
  • Account
  • Description
  • Amount
  • Customer
  • Class
  • Product/Service
    Required
  • Description
  • Quantity
    Required
  • Rate
  • Amount
    Required
  • Customer
  • Class
  • Your Message to Vendor
  • Memo
• • Estimate Id
    Required
• • Sales_receipt
    Required
  • Email
• • Bill ID
    Required
  • Vendor
  • AP Account
  • Transaction Date
  • Due Date
  • Line ID
  • Amount
  • Description
  • Account
  • Customer
  • Class
  • Tax Code
  • Billable Status
  • Currency
  • Exchange Rate
  • Private Note
  • Global Tax Calculation
  • Total Amount
  • Sales Terms
  • Department
  • Document Number
  • Include in Annual TPAR
• • Estimate ID
    Required
  • Customer
  • Transaction Date
  • Shipping Date
  • Detail Type
  • Amount
  • Description
  • Item
  • Unit Price
  • Quantity
  • Tax Code
  • Discount Percent
  • Print Status
  • Email Status
  • Shipping Address Line 1
  • Shipping Address Line 2
  • Shipping Address City
  • Shipping Address State/Province
  • Shipping Address Postal Code
  • Shipping Address Country
  • Billing Address Line 1
  • Billing Address Line 2
  • Billing Address City
  • Billing Address State/Province
  • Billing Address Postal Code
  • Billing Address Country
  • Class
  • Sales Terms
  • Shipping Method
  • Tracking Number
  • Document Number
  • Accepted By
  • Accepted Date
  • Exchange Rate
  • Department
  • Apply Tax After Discount
  • Private Note
  • Customer Memo
  • Expiration Date
  • Transaction Status
• • Item
    Required
  • Name
  • Type
  • SKU
  • Sales Tax Included
  • Sales Tax Code
  • Class
  • Source
  • Purchase Tax Included
  • Description
  • Sub Item
  • Taxable
  • Purchase Description
  • Active
  • Purchase Cost
  • Unit Price
• • Sales Receipt ID
    Required
  • Customer
  • Transaction Date
  • Shipping Date
  • Info
  • Detail Type
  • Amount
  • Description
  • Item
  • Unit Price
  • Quantity
  • Discount Percent
  • Total Amount
  • Print Status
  • Email Status
  • Payment Reference Number
  • Deposit To Account
  • Payment Method
  • Shipping Address Line 1
  • Shipping Address Line 2
  • Shipping Address City
  • Shipping Address State/Province
  • Shipping Address Postal Code
  • Shipping Address Country
  • Billing Address Line 1
  • Billing Address Line 2
  • Billing Address City
  • Billing Address State/Province
  • Billing Address Postal Code
  • Billing Address Country
  • Tracking Number
  • Class
  • Department
  • Private Note
  • Customer Memo
• • Full Name
    Required
  • Phone
  • Email
  • Website
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Company__name
  • Vendor__1099
• • Invoice ID
• • Account Name
    Required
• • Search Field
    Required
  • Search Value
    Required
• • Info
  • ID
  • Name
• • Info
  • ID
  • Display Name
• • Info
  • Product Name
  • SKU
• • Search By
    Required
• • Info
  • Product Name
  • SKU
• • Search Field
    Required
  • Search Value
    Required
  • Full Name
    Required
  • Display_name
  • Title
  • First Name
  • Middle name
  • Last Name
  • Company
  • Email
  • Phone
  • Mobile
  • Fax
  • Other
  • Website
  • Active
  • GST Registration Type
  • GSTIN
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Address__country
  • Shipping_address__line1
  • Shipping_address__line2
  • Shipping_address__city
  • Shipping_address__state_code
  • Shipping_address__zip_code
  • Shipping_address__country
  • Notes
  • Currency
  • Taxable
  • Tax_code
  • Tax Registration Number
  • Tax Resale Number
  • Job/Parent Customer
  • Bill with Parent?
  • Preferred_payment_method
  • Preferred_delivery_method
  • Terms
  • Customer_type
• • Search By
    Required
  • Info
  • Customer
  • Find Customer by Name/Email
  • Email
  • Send Later?
  • Note
  • Message
  • Line_amount
    Required
  • Service_date
  • Line_description
  • Product/Service
  • Line Item Quantity
  • Line Item Unit Price
  • Line_item_tax_code
  • Line_item_class
  • Transaction Date
  • Total_discount
  • Payment_method
  • Payment Reference Number
  • Deposit To Account
  • Sales Receipt Number
  • Auto Generate Sales Receipt Number
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Address__country
  • Shipping_address__line1
  • Shipping_address__line2
  • Shipping_address__city
  • Shipping_address__state_code
  • Shipping_address__zip_code
  • Shipping_address__country
  • Currency
  • Exchange_rate
  • Class
  • Tax_code
  • Total_tax
  • Tax_calculation
  • Shipping_tax
  • Shipping Cost
  • Department
• • Full Name
    Required
  • Phone
  • Email
  • Website
  • Address__line1
  • Address__line2
  • Address__city
  • Address__state_code
  • Address__zip_code
  • Company__name
  • Vendor__1099

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Make work flow with AI

Level up your

Kantata OX

to

QuickBooks Online

integration with AI. Extract, summarize, and transform your integration data with leading AI models like

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1. Apps
2. Kantata OX
3. Kantata OX + QuickBooks Online

About Kantata OX

Kantata OX project collaboration suite allows you to manage your business relationships, share files, and track project activity online from anywhere in the world. Within a project workspace in Kantata, you can agree on budget & schedule, track time, send invoices, get paid via PayPal, and complete work.

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2. QuickBooks Online
3. QuickBooks Online + Kantata OX

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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