Quickbooks to Nue Webhook Explainer

welcome! the purpose of this article is to show what triggered events we listen to in quickbooks and send back to nue if you’re wondering what happens when an invoice is created, a payment is made, or a credit memo is issued in quickbooks and how its reflected in nue —this guide is for you we’ve built a seamless integration between quickbooks and nue to ensure your financial data stays in sync automatically below is a breakdown of the core events we listen for in quikcbooks and what we do with them 🔁 key events we monitor we automatically detect changes to the following transaction types in quickbooks invoices (e g when created or cancelled) payments (e g when applied to an invoice) credit memos (e g when issued or cancelled) ✅ what happens for each event type 🧾 1 when an invoice is created or c ancelled if the invoice was created in quickbooks we check if this invoice is connected to an invoice in nue if yes, and it’s unpaid, we look for matching payments or credits and apply them if it was cancelled, we automatically cancel the matching invoice in nue (if one exists) if the invoice came from nue no further action is needed—we’ve already handled the sync! 💳 2 when a payment is made we check was this payment manually entered in quickbooks or automatically synced from nue? if manually entered, we match it to the corresponding nue invoice and apply it if the invoice is already paid or doesn’t exist in nue, we skip the sync this ensures that manual payments in quickbooks still get reflected in nue correctly 🧾 3 when a credit memo is issued or cancelled if a new credit memo is created in quickbooks, we look for an invoice in nue that it can apply to if the credit memo fully covers the invoice amount, we apply it to reduce the invoice balance in nue if a credit memo is cancelled in quickbooks, we cancel the corresponding one in nue (if any) 📋 p utting it all together action in quickbooks what we do in nue invoice created try to match with nue invoice and apply payment or credit invoice cancelled cancel the matching nue invoice payment created apply to matching nue invoice (if not already synced) credit memo created apply to nue invoice if balance matches credit memo cancelled cancel nue credit memo if one exists need help or have an edge case? contact support or view our developer documentation for api level details