QuickBooks + Activity
made easy.

MESA is the easiest way to create QuickBooks and Activity integrations so you can automate any work - no code required.

MESA empowers you to build any solution. Scale faster and more efficiently than ever before. When you're able to build your ideas, you're free to explore unique ways to expand your role and business. What will you make today?

quickbooks logo icon When this happens in QuickBooks…
Activity by MESA logo icon Do this with Activity by MESA…
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quickbooks logo icon Activity by MESA logo icon QuickBooks to Activity integration

How does Activity work with QuickBooks?

With QuickBooks and Activity by MESA integrations, you can get more done in days, not months. Automate the work that solves your everyday problems and the challenges currently holding back your progress.

  • Comprehensive Oversight

    Activity by MESA logo icon

    Activity Logs provide a detailed record of all automation activities, giving you a complete overview of what actions have been taken. This transparency aids in monitoring, auditing, and understanding the automation processes, enhancing control and management.

  • Troubleshooting and Debugging

    Activity by MESA logo icon

    By logging all activities, it becomes easier to identify and diagnose issues or errors within the automation workflows. Should something go wrong, the historical log can be analyzed to pinpoint the problem, allowing for quick resolution.

  • Compliance and Security

    Activity by MESA logo icon

    Storing activity details into a historical log helps ensure compliance with various regulatory requirements related to data handling and privacy. It also adds a layer of security, as suspicious activities can be detected and analyzed, mitigating potential risks.

  • Data-Driven Decision Making

    Activity by MESA logo icon

    Activity Logs offer valuable insights into how automation processes are performing. By analyzing these logs, you can identify trends, inefficiencies, or opportunities for improvement, allowing for more reliable, data-driven decisions.

  • Improved Collaboration and Accountability

    Activity by MESA logo icon

    Having clear and accessible logs enables better collaboration between team members and departments. It establishes a clear record of actions, fostering accountability and ensuring that everyone is on the same page.

  • Solve more business-critical tasks

    Activity by MESA logo icon

    MESA helps you simplify your operations into efficient workflows that run immediately when the work happens. More ideas are now possible and more challeneges can be solved through the power of no-code automation solutions.

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How to connect QuickBooks to Activity

Connecting QuickBooks to Activity has never been easier. With MESA, making complex integrations between QuickBooks and Activity by MESA only takes a few minutes — no code required. Automate basic data entry or connect the systems that run your business. Solve more business-critical problems with MESA and accomplish more with less resources.

  1. First, create a new workflow in MESA.

    Workflows are simply the steps of an automation that runs automatically.

  2. Next, pick one of the apps as a trigger step - this will start your workflow.

    This is what kicks off your automation to run automatically.

  3. Then, choose an action step from another app for unique customization.

    This is where the magic happens. 🪄

  4. Lastly, personalize the data being sent from one app to another.

    Use the various fields within each stel to personalize your workflow. Test your automation to ensure everything is running properly.

  5. Finished!

    Just turn on this QuickBooks to Activity workflow and MESA will start doing this work for you. Look at you embracing the automation lifestyle!

Build your own QuickBooks Activity by MESA workflows using these steps

Quickly make any workflow between two or more apps.

These are triggers. They're what start your workflow to run automatically. Use any of these trigger steps to start your workflow when…

These are actions. Workflows can multiple actions to make personalized integrations. Use any of these action steps to make your workflow do…

  • Log Data
    Send specific data to the MESA logs.
  • Query Transfer
    Request a transfer.
  • Retrieve Estimate
    Grab all details about an estimate.
  • Create Invoice
    Create an invoice.
  • Update Term
    Modify a term.
  • Retrieve Preference
    Grab all details about a preference.
  • Update Preference
    Modify a preference.
  • Query Report
    Request a report.
  • Create Purchase
    Create a purchase.
  • Retrieve Salesreceipt
    Grab all details about a salesreceipt.
  • Update Deposit
    Modify a deposit.
  • Create Transfer
    Create a transfer.
  • Create Bill
    Create a bill.
  • Retrieve Account
    Grab all details about an account.
  • Retrieve Invoice
    Grab all details about an invoice.
  • Query Customer Balance Detail Report
    Request a customer balance detail report.
  • Create Payment
    Create a payment.
  • Query Profit and Loss Detail Report
    Request a profit and loss detail report.
  • Create Salesreceipt
    Create a salesreceipt.
  • Upload Attachments
    Upload and link new attachments.
  • Create Customer
    Create a customer.
  • Create Department
    Create a department.
  • Query General Ledger Report
    Request a general ledger report.
  • Query Vendor Balance Report
    Request a vendor balance report.
  • Retrieve Purchase Order
    Grab all details about a purchase order.
  • Create Item
    Create an item.
  • Create Journal Entry
    Create a journal entry.
  • Create TaxService
    Create a taxservice.
  • Update Credit Memo
    Modify a credit memo.
  • Retrieve Company Information
    Grab all details about the company.
  • Retrieve Journal Entry
    Grab all details about a journal entry.
  • Update Payment Method
    Modify a payment method.
  • Retrieve Transfer
    Grab all details about a transfer.
  • Query Sales by Product Report
    Request a sales by product report.
  • Create Account
    Create an account.
  • Delete Employee
    Remove an employee.
  • Retrieve Term
    Grab all details about a term.
  • Update Estimate
    Modify an estimate.
  • Create Time Activity
    Create a time activity.
  • Update Vendor
    Modify a vendor.
  • Update Refund Receipt
    Modify a refund receipt.
  • Delete Vendor Credit
    Remove vendor credit.
  • Retrieve Payment Method
    Grab all details about a payment method.
  • Retrieve Credit Memo
    Grab all details about a credit memo.
  • Query Vendor Expenses Report
    Request a vendor expenses report.
  • Retrieve Vendor
    Grab all details about a vendor.
  • Create Class
    Create a class.
  • Retrieve Purchase
    Grab all details about a purchase.
  • Retrieve Bill Payment
    Grab all details about a bill payment.
  • Create Purchase Order
    Create a purchase order.
  • Query Department Sales Report
    Request a department sales report.
  • Retrieve Tax Agency
    Grab all details about a tax agency.
  • Retrieve Deposit
    Grab all details about a deposit.
  • Query Aged Payables Report
    Request an aged payables report.
  • Retrieve Bill
    Grab all details about a bill.
  • Create Attachable
    Create an attachable.
  • Retrieve Tax Rate
    Grab all details about a tax rate.
  • Retrieve Vendor Credit
    Grab all details about a vendor credit.
  • Retrieve Class
    Grab all details about a class.
  • Retrieve Tax Code
    Grab all details about a tax code.
  • Retrieve Customer
    Grab all details about a customer.
  • Query Account List Report
    Request an account list report.
  • Query Aged Receivables Report
    Request an aged receivables report.
  • Query Cash Flow Report
    Request a cash flow report.
  • Query Balance Sheet Report
    Request a balance sheet report.
  • Query Customer Income Report
    Request a customer income report.
  • Query Aged Receivable Detail Report
    Request an aged receivable detail report.
  • Retrieve Refund Receipt
    Grab all details about a refund receipt.
  • Query Customer Balance Report
    Requet a customer balance report.
  • Update Bill Payment
    Modify a bill payment.
  • Retrieve Exchange Rate for Individual Currency Code
    Grab all details about an exchange rate for a specific currency code.
  • Query Transaction List Report
    Request a transaction list report.
  • Retrieve Department
    Grab all detail about a department.
  • Retrieve Employee
    Grab all details about an employee.
  • Query Trial Balance Report
    Request a trial balance report.
  • Retrieve Item
    Grab all details about an item.
  • Query Customer Sales Report
    Request a customer sales report.
  • Query Aged Payable Detail Report
    Requet an aged payable detail report.
  • Retrieve Attachable
    Grab all details about an attachable.
  • Query Class Sales Report
    Request a class sales report.
  • Retrieve Payment
    Grab all details about a payment.
  • Query Vendor Balance Detail Report
    Request a vendor balance detail report.
  • Create Tax Agency
    Create a tax agency.
  • Query Profit and Less Report
    Request a profit and less report.
free workflow setup

One-day Workflow Wizards

Not interested in learning another app? Oooh, we get it. Alternatively, turn to a fast, efficient team who is all about getting your perfect workflow up and running in a flash. That's us by the way. In case that wasn't clear.

  1. Tell us about your workflow. Reach out and explain all the nuances to the challenges you're currently facing. Whether it's repetative tasks, keeping business systems in sync or creating new shopping experiences for your customers, our experts will listen
  2. We'll make it in 1 business day. Our experts will hand-craft the workflows to meet your exact needs. They'll setup each the automation on your store with each step configured to match your requirements so all you have to do is turn it on.
  3. Boom! Problem solved. Sit back and relax knowing you have MESA reliably handling this work automatically. Start exploring more ways to strealine your efforts and enjoy the automation lifestyle! 🚀