QuickBooks + Easify Product Options workflows

7-day trial
Free templates
Setup included

MESA is the fastest way to automate QuickBooks to Easify Product Options. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.

quickbooks logo icon
Start when...
Personalize with built-in tools...
easify logo icon
Then, do this...

Ready to integrate QuickBooks with Easify Product Options? Try MESA free for 7 days.

Our support team will help you set up your first workflow for free.

Get started →

Build any workflow with these QuickBooks and Easify Product Options steps

Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more QuickBooks docs in our knowledge base.

Why automate QuickBooks to Easify Product Options?

QuickBooks to Easify Product Options automations get more done in less time. Automate the everyday tasks holding back your potential growth.

Data integration icon

Data integration →

Send every Shopify order to QuickBooks automatically

When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.

Order automation icon

Order automation →

Create QuickBooks invoices from Shopify orders

When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.

Customer experience icon

Customer experience →

Keep customer records consistent across both platforms

When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.

Fulfillment operations icon

Fulfillment operations →

Schedule production from the delivery date customers pick

When a customer selects a delivery date through Easify's date picker, MESA reads that date and schedules the production job, sets a team reminder, or triggers fulfillment at the right window. No one has to manually watch for upcoming deadlines.

Order automation icon

Order automation →

Route orders by the price their options calculated

Easify calculates prices dynamically — by character count, dimensions, or add-on combinations. MESA reads that final price and routes the order accordingly: flagging high-value jobs for review, assigning premium resources, or triggering a different fulfillment path.

Data integration icon

Data integration →

Get option performance data into your reporting stack

MESA schedules exports of Easify order and option data — pushing selections, add-on revenue, and formula prices to Google Sheets, Airtable, or your analytics tool. Track which options drive the most revenue without building a manual report.

background: abstract lines

Automate your work in less clicks

MESA makes automation achievable so you can multiply your impact without multiplying the work.

Try MESA for free 7-day trial included. Cancel anytime.
Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

Free workflow setup

Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Fast response times

Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours

Ongoing optimization

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.

Real humans, always

Real humans, always

Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.