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QuickBooks Online

Overview

Connect QuickBooks Online with K2 GRC to integrate accounting and financial information with governance, risk, compliance, and operational workflows. QuickBooks Online helps organizations manage customers, vendors, invoices, expenses, purchase orders, accounts, and other financial records from a centralized accounting platform. The integration enables K2 GRC to retrieve and manage QuickBooks records, create invoices and purchase orders, access vendor expenses, work with attachments, and automatically respond when financial records change. Organizations can use these capabilities to connect accounting activity with third-party risk management, financial controls, audit processes, evidence collection, and other GRC workflows that depend on current financial data.

Top Capabilities

  • Synchronize customer and vendor information with K2 GRC
  • Create and manage invoices
  • Create and manage purchase orders
  • Retrieve vendor expense information
  • Monitor new and updated financial records automatically
  • Trigger workflows from real-time QuickBooks entity changes
  • Upload and retrieve supporting attachments
  • Create and manage refund receipts
  • Access account and company information
  • Connect financial activity with audit, risk, and compliance workflows
Images

Supported Automated Tests

  • Retrieve company information
  • Retrieve vendor expenses
  • Retrieve and list customers
  • Create and retrieve invoices
  • List and void invoices
  • Create, update, retrieve, send, and delete refund receipts
  • Download refund receipts as PDFs
  • Create, update, list, and delete purchase orders
  • Upload and download attachments
  • Create note attachments
  • List, update, and delete attachments
  • Create and retrieve sales receipts
  • Create non-inventory items
  • List accounts
  • Create, retrieve, update, and query supported QuickBooks resources
  • Perform batch API requests
  • Detect new and updated records on a configured schedule
  • Trigger workflows from QuickBooks entity change webhooks

Supported Resources

  • Customers
  • Vendors
  • Invoices
  • Bills
  • Payments
  • Purchase Orders
  • Estimates
  • Journal Entries
  • Accounts
  • Items
  • Sales Receipts
  • Refund Receipts
  • Vendor Expenses
  • Attachments
  • Company Information

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