Zendesk and QuickBooks Integration

Explore Triggers and Actions

New Ticket (Instant)

New event when a ticket is created.

Ticket Pending (Instant)

New event when a ticket has changed to pending status.

Ticket Updated (Instant)

New event when a ticket has been updated.

Ticket Solved (Instant)

New event when a ticket has changed to solved status.

Ticket Closed (Instant)

New event when a ticket has changed to closed status.

New Ticket Added to View (Instant)

New event when a ticket is added to the specified view.

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Zendesk and Quickbooks?

Our Zendesk and QuickBooks integration empowers your team to effortlessly sync customer data, invoices, and payment statuses between your support and finance departments. By bridging these two powerful platforms, you can reduce manual data entry, improve billing accuracy, and deliver faster resolutions with complete financial context at your fingertips.

Frequently asked questions

What benefits does the Zendesk and QuickBooks integration provide?

This integration centralizes customer support and financial data, enabling your team to access billing information directly within Zendesk tickets, automate invoice creation from support interactions, and keep your accounting records up-to-date without manual effort.

How does the integration sync data between Zendesk and QuickBooks?

The integration uses secure API connections to automatically sync customer profiles, invoice details, and payment statuses in real-time, ensuring both platforms reflect the most current information.

Can I create QuickBooks invoices directly from Zendesk tickets?

Yes, you can generate and send QuickBooks invoices directly from within Zendesk tickets, streamlining your billing process and reducing the need to switch between applications.

Is my financial data secure when using this integration?

Absolutely. We use industry-standard encryption and comply with data protection regulations to ensure that all your financial and customer data remains safe and confidential.

What support options are available if I encounter issues with the integration?

Our dedicated support team is available 24/7 to assist you with setup, troubleshooting, and optimization to ensure your Zendesk and QuickBooks integration runs smoothly.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zendesk and Quickbooks?

Frequently asked questions

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