Connect QuickBooks and Katana Cloud Inventory integrations
Connect QuickBooks and Katana Cloud Inventory with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like QuickBooks and Katana Cloud Inventory to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new event is created.
Triggers when a new payment is created.
Creates a customer.
Creates a new make-to-order manufacturing order.
Creates a new manufacturing order.
Creates a new manufacturing order operation row.
Creates a new manufacturing order recipe row.
Creates a product.
Creates a new purchase order.
Creates a new purchase order row.
Creates one or many new recipe rows for a product.
Creates a sales order.
Creates a new sales order address.
Creates a new sales order row.
Creates a new stock adjustment object.
Creates a new stocktake.
Creates a new stock transfer.
Creates a supplier.
Creates a tax rate.
Creates a variant.
Deletes the selected manufacturing order.
Deletes the selected manufacturing order operation row.
Deletes the selected manufacturing order recipe row.
Deletes the selected purchase order.
Deletes the selected recipe.
Deletes the selected recipe row.
Deletes a sales order.
Deletes the sales order address.
Deletes a sales order row.
Deletes the selected stock adjustment.
Deletes the selected stocktake.
Deletes the selected stock transfer.
Deletes the selected supplier.
Deletes the selected purchase order row.
Returns information about the selected batch stock.
Returns information about the selected customer.
Returns information about the selected manufacturing order.
Returns information about the selected manufacturing order operation row.
Returns information about the selected manufacturing order recipe row.
Returns information about the selected material.
Returns information about the selected product.
Retrieves information about the selected purchase order.
Gets a sales order.
Returns information about the selected supplier.
Returns information about the selected tax rate.
Returns information about the selected variant.
Performs an arbitrary authorized API call.
Receives an existing purchase order.
Unlinks a manufacturing order from the sales order row.
Updates the selected batch stock.
Updates the selected manufacturing order.
Updates the selected manufacturing order operation row.
Updates the selected manufacturing order recipe row.
Updates the selected purchase order. Please note that the module does not allow "Erase" function.
Updates an existing purchase order row. Please note that the module does not allow "Erase" function.
Updates the selected row. Please note that the module does not allow "Erase" function.
Updates a sales order.
Updates the sales order address.
Updates the selected sales order row.
Updates the selected stock adjustment.
Updates the selected stocktake.
Updates the selected stock transfer.
Updates a supplier.
Updates the reorder point for a certain location and variant combination.
Lists all batch stocks.
Returns a list for current inventory.
Lists all customers.
Lists all manufacturing order operation rows.
Lists all manufacturing order recipe rows.
Lists all manufacturing orders.
Lists all materials.
Lists all products.
Lists all purchase orders.
Lists all recipes.
Lists all sales orders.
Lists all stock adjustments.
Lists all stocktakes.
Lists all stock transfers.
Lists all suppliers.
Lists all tax rates.
Lists all variants.
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Build your QuickBooks and Katana Cloud Inventory integrations.
Create custom QuickBooks and Katana Cloud Inventory workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Creates a bill.
Creates a credit card payment.
Creates a credit memo.
Creates a customer.
Creates a deposit.
Creates a journal entry.
Creates a new make-to-order manufacturing order.
Creates a new manufacturing order.
Creates a new manufacturing order operation row.
Popular QuickBooks and Katana Cloud Inventory workflows.
Looking to get more out of QuickBooks and Katana Cloud Inventory? With Make you can visually integrate QuickBooks and Katana Cloud Inventory into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Instantly send new invoices in QuickBooks to Slack
When a new invoice is sent in QuickBooks, the invoice will also be downloaded and sent via Slack. Please note, if you want to watch for other object types like Sales receipts, you can change this in the filter between the QuickBooks modules by replacing the word 'Invoice' with the object you want.
TRY IT ->Upload a new invoice from QuickBooks to Nextcloud.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Nextcloud.
TRY IT ->Update Inventory values in QuickBooks & Google Sheets for new WooCommerce orders
Every time a new order is created in WooCommerce, Make will automatically update the inventory values in QuickBooks and Google Sheets. The template uses [this example spreadsheet]( https://docs.google.com/spreadsheets/d/1p6ua_qmTJb2XZtIHM_fPf2Amwb9BKXJ_c7EUegT-vMQ/edit?usp=sharing).
TRY IT ->Add Purchase Orders in bulk to Katana from Google Sheets
With this scenario, you can upload Purchase Orders in bulk to Katana from Google Sheets. Step-by-step guide to set this template can be found in Katana knowledge base article here: https://support.katanamrp.com/en/articles/7888174-add-po-s-in-bulk-via-make For any questions about Katana modules, contact [email protected]
TRY IT ->Create a sales receipt in QuickBooks from customer details in a Google Sheets spreadsheet.
Every time a customer's details are added to a Google Sheet, Make retrieves the info and creates a sales receipt in QuickBooks. If its a new customer, the customer is first added to QuickBooks and then a receipt is created. The template uses this [example spreadsheet.](https://docs.google.com/spreadsheets/d/1Ie8njl21Ob0cyugwb4qg_HIX53qsJAeph2vrLxvq9ww/edit#gid=0/xxx)
TRY IT ->Create Katana sales orders from deals in HubSpot CRM
When a deal is won in HubSpot, a new sales order is created in Katana. If a matching customer or product is not found from Katana, a new one is created.
TRY IT ->Upload a new invoice from QuickBooks to Google Drive.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Google Drive.
TRY IT ->Send a detailed message about a new event in QuickBooks to Slack
When a new object is created in QuickBooks, a message with detailed information about this event is sent to Slack as a log.
TRY IT ->Upload a new invoice from QuickBooks to Box.
When a new invoice is created in QuickBooks, the PDF is downloaded and then uploaded to Box.
TRY IT ->
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