Connect QuickBooks and Smile.io to automate your work
MESA's QuickBooks to Smile.io integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.
★★★★★ 4.9 rating on Shopify App Store
Why integrate QuickBooks with Smile.io
The QuickBooks to Smile.io integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
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.
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.
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.
Keep loyalty data in sync with your marketing tools
When a customer earns or redeems points in Smile.io, MESA updates their record across your stack — email platform, CRM, Shopify tags. Every tool reflects where each customer stands in your program.
Enroll customers in your loyalty program automatically
When a customer meets a condition in Shopify — first purchase, spend threshold, product type — MESA adds them to Smile.io without any manual steps. Your program grows as your store does.
Trigger rewards at the moments that matter most
When a customer hits a milestone — a birthday, a VIP tier, a win-back window — MESA triggers the right Smile.io action and can notify them through your preferred channel. No manual monitoring required.
Build any QuickBooks and Smile.io automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.
Real humans, always
Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.
Learn how to automate QuickBooks
Integrate QuickBooks with Smile.io today.
Enjoy a 7-day free trial. Get your first workflow in minutes.
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