QuickBooks

Connect QuickBooks Online natively to Referral Rock, and enroll referred customers as members when they pay their invoices

This native connection is live and open to all customers while we finish rounding it out. Don't rely on it being final; behavior may change before general availability.

Overview

Connect QuickBooks Online natively to Referral Rock. With Customer Feed, a paid invoice automatically approves the matching referral across all your programs and can enroll the customer as a member — no manual reconciliation.

Category: Billing

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Prerequisites

  • QuickBooks Online
  • Admin authorization

How it works (trigger + objects)

  • Trigger: an Invoice is paid (balance = 0), or a Payment or Sales Receipt is recorded.
  • Behavior: matching referral Approved across all programs; customer preloaded as a member per account settings.
  • Objects: Invoice, Payment, SalesReceipt, Customer. (Use "Invoices," not "Purchases.")
  • Inbound-only (one-way).

Setup (auth)

Connect over OAuth (Intuit) — a QuickBooks admin authorizes.

Reward note: the Customer Feed approval can trigger a Reward Payout automatically.


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