Double HQ + QuickBooks Online Integrations

See the kind of workflows teams build with Double HQ and QuickBooks Online below — describe the exact one you want above and the Agent builds it on demand.

Double HQ + QuickBooks Online When client properties are updated in Double HQ, update the customer details in QuickBooks Online.

Mirror new invoices across systems When a new invoice is created in Double HQ, automatically create the identical invoice in QuickBooks Online so financial records stay synchronized. See details

Replicate payments received When a payment is received in QuickBooks Online, record the payment in Double HQ to maintain consistent cash flow balances. See details

Keep customer profiles aligned When customer details are updated in Double HQ, automatically sync the customer record in QuickBooks Online to eliminate mismatched billing contacts. See details

Browse the full workflow library →

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Triggers & actions for Double HQ and QuickBooks Online

Everything Double HQ and QuickBooks Online can do inside a workflow — the triggers that start one and the actions that run when it fires.

Double HQ Explore Double HQ →

Double HQ is a workflow management software built for accounting and bookkeeping firms to manage client operations.

Triggers

Client Creation

Triggers when a new client is created.

Client Properties Update

Triggers when client properties are modified.

Close Status Update

Triggers when the status of a close is modified.

Inbound Question Creation

Triggers when a new inbound question is created.

Tax Return Status Update

Triggers when the status of a tax return project is modified.

Task Status Update

Triggers when the status of a task is modified.

Actions

Assign Client to Branch

Assigns an existing client to a branch in Double.

Lookup Client by Email

Search for clients by contact email address.

Create Client

Creates a new client in Double.

Create Contact

Creates a new contact for a client in Double.

Get Client Assignment

Retrieves the assignment details (preparer, reviewer, manager) for a client in Double.

Apply Organizer Template to Client

Apply an organizer template to a client in Double.

QuickBooks Online Explore QuickBooks Online →

QuickBooks Online is a cloud accounting platform that helps small businesses track income, manage expenses, send invoices, and run financial reports.

Triggers

New Account

Triggers when you add a new account.

New Bank Transaction

Triggers when a new bank transaction is created.

New Bill

Triggers when a new bill is added.

New Customer

Triggers when you add a new customer.

Estimate Emailed

Triggers when an estimate is emailed.

New Estimate

Triggers when you add a new estimate.

Actions

Attach File(s) or Note

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Deposit

Creates a new deposit in QuickBooks.

Create Employee

Creates a new employee.

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