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How Knack Flows Works

Knack’s no-code Quickbooks integration makes it simple to connect two amazing tools and further avoid manual tasks or Excel and Google Sheets.

Knack Flows Step 1

Choose a Trigger from QuickBooks

Begin by selecting an event in QuickBooks that will initiate your workflow. For example, you might choose a "New File" in QuickBooks as the trigger.

Knack Flows Step 2

Set Up an Action in Knack

Next, determine what happens in Knack once the trigger from QuickBooks is activated. For instance, you could set up an action to "Create a New Record" in Knack when the trigger occurs.

Knack Flows Step 3

Connect and Automate

That's it! Your QuickBooks and Knack apps are now connected. With Knack Flows, automating your data processes becomes simple, eliminating the need for manual data handling and keeping your information up-to-date.

Connect Your Workflow Now

Seamlessly integrate Knack and Quickbooks with a template.

Automatically Generate Invoices in QuickBooks Online from New Knack Records
Sync Knack Contacts to QuickBooks Online as New Customers
Log New Expenses in Knack for QuickBooks Online Transactions
Create Detailed Knack Payment Status Records from New QuickBooks Invoice Payments
Add New Vendors to QuickBooks Online from Knack Entries
Track Expense records in Knack from New QuickBooks Online Expense Entries

Maximize your Capabilities with Knack and Quickbase

Knack: No-Code Application Development Platform
Purchase Orders

Knack’s integration with QuickBooks automates purchase order tracking by syncing new orders directly to QuickBooks. This ensures accurate financial records while allowing you to manage vendors, order statuses, and payments in a centralized, user-friendly dashboard, reducing manual work and improving efficiency.

Knack: No-Code Application Development Platform
Lead Management

With Knack’s integration capabilities, you can automate every stage of your lead funnel, giving you the best opportunity to convert leads into customers. From capturing leads to automating follow-ups and generating real-time reports, Knack streamlines the entire process—helping you close more deals efficiently. You can also process sales through a Knack CRM.

Knack: No-Code Application Development Platform
Expense Reporting

With Knack’s integration, employees can submit expenses directly in Knack, which automatically syncs with QuickBooks. This streamlines real-time expense tracking and generates reports, providing management with a clear view of spending trends and budgets while reducing manual data entry and errors.

Knack: No-Code Application Development Platform
Data Management

Say goodbye to the hassle of manual data transfers. With Knack’s integration, your data moves automatically to the right place and in the right format—enabling you to centralize everything into a single dashboard and unlock powerful insights effortlessly.

Knack: No-Code Application Development Platform
Customer Support

Support reps struggle to stay productive when they need to hunt down vital information for every ticket or incident. With Knack’s integration, you can automatically provide your reps with the context they need to resolve tickets quickly, ensuring a smooth and efficient customer experience.

Knack: No-Code Application Development Platform
Ecommerce

With Knack’s integration, eCommerce orders automatically sync to QuickBooks, ensuring accurate inventory, sales, and financial data. You can also track order statuses and payments in a central Knack dashboard, streamlining operations from purchase to fulfillment. You can use this to add payment processing to any Knack app or template.

Triggers and Actions

Knack Flows help you automate workflows by connecting your data and actions. A trigger starts a workflow, and an action executes a task based on the trigger.

Trigger
Record Created
Trigger
Record Updated
Trigger
Record Deleted
Trigger
Get Records(Data Migration)
Trigger
New Payment
Trigger
New Customer
Trigger
New Invoice
Action
Update Record
Action
Create Record
Action
Create Purchase
Action
Create Bill
Action
Create Journal Entry

About Quickbooks

QuickBooks Online is the web version of the popular bookkeeping and accounting solution QuickBooks. Use Knack Flows to connect QuickBooks Online to hundreds of other apps. Other Tools: Xero, Stripe, Salesforce
Knack: No-Code Application Development Platform
Knack: No-Code Application Development Platform

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