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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: No-Code Application Development Platform

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: No-Code Application Development Platform
Knack: No-Code Application Development Platform

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: No-Code Application Development Platform
Knack: No-Code Application Development Platform

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.

Knack: No-Code Application Development Platform

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

Connect Knack and QuickBooks Online to

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.

Find Inspiration on the Knack Blog

How to Automate Invoice Processing: Transforming Your Financial Workflow
How to Automate Invoice Processing: Transforming Your Financial Workflow
Manual invoice processing can be a tedious, error-prone burden for…
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How to Configure Quotes Faster
How to Configure Quotes Faster
In the fast-paced business world, efficiency is key to staying…
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Say Goodbye to Manual Approvals: Automated Approvals for a Hassle-Free Process
Say Goodbye to Manual Approvals: Automated Approvals for a Hassle-Free Process
In an era where automated business processes sit at the…
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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