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LASSO & QuickBooks Online

Learn how to integrate LASO with QuickBooks Online.

Updated over 8 months ago

Leverage our flexible, bi-directional integration for unique or complex rules.

LASSO’s integration with Quickbooks Online is powered by Zapier to give you the flexibility to meet your business needs. From generating invoices to handling more complex use cases like updating your CRM noting a pending invoice—LASSO’s integration can be built to fit your wildest use cases.

How it Works

  1. Get API key from LASSO.

  2. Create a Zapier account (we recommend Zapier’s Professional Version)

  3. Create a new Zap in Zapier.

  4. Add LASSO invoice trigger step (through LASSO credentials).

  5. Add Quickbooks action to find the customer on the LASSO invoice (through Quickbooks credentials).

  6. Add Quickbooks action to create an invoice in QuickBooks.

  7. Invoice payments in Quickbooks are recorded and pushed back to LASSO

Common Use Cases

  • Add or Update Customers

  • Add or Update Venues

  • Trigger Invoice from LASSO to QuickBooks

Additional Actions:

In addition to this integration’s invoice trigger, you can create or search for the following items in LASSO:

CREATE

SEARCH

  • Customer Contact

  • Account Event Status

  • Customer

  • Crew

  • Event

  • Event Role

  • Venue

  • Update Event

  • Invoice Payments

  • Account Event Status

  • Airport

  • Customer

  • Customer Contacts

  • Crew

  • Event

  • Updated Crew

  • Venue

  • Invoice

  • Invoice Payments

Learn More

LASSO’s integration with QuickBooks Online is customizable to meet your business needs. Reach out to your Customer Success Manager to learn more.


Click Here to View or Download the LASSO & QuickBooks Online One Pager

Note: If you don't have Zapier integrations turned on for your invoicing features, you'll need to reach out to your Customer Success Manager (CSM) to get them activated.

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