Severa QuickBooks Online

Severa + QuickBooks Online Integrations

Put Severa + QuickBooks Online to work with AI and enterprise-grade automation

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

Severa + QuickBooks Online When a project phase status changes in Severa, create or update an invoice in QuickBooks Online.
Generate invoices when project milestones finish When a task is completed in Severa, automatically create an invoice in QuickBooks Online so billing occurs immediately without delay. See details
Move project tasks when invoices become overdue When an invoice is marked overdue in QuickBooks Online, automatically move the associated project task in Severa to an on-hold stage. See details
Add task notes when client payments are received When a payment is received in QuickBooks Online, automatically add a comment to the client task in Severa confirming payment receipt. See details

Browse the full workflow library →

Looking to achieve something else with Severa and QuickBooks Online?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Severa and QuickBooks Online

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

Severa Explore Severa →

Severa is a professional services automation tool combining project management, time tracking, invoicing, and resource planning.

Triggers
New Phase Is Created

Triggers when a new phase is created.

Phase Status Change

Triggers when a phase changes its status.

New Project Is Created

Triggers when a new project is created.

Project Status Change

Triggers when a project changes its status.

Actions
Create Activity

Creates a new Activity.

Create Address for Customer

Creates a new Address for a customer.

Create Contact for Customer

Creates a new Contact for a customer.

Create Customer

Creates a new Customer.

Update Invoice Status

Updates the status of an invoice to given status

Create Phase

Creates a new Phase.

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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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Severa + QuickBooks Online

Is there a pre-built Severa + QuickBooks Online automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Severa and QuickBooks Online's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Severa or QuickBooks Online connector?

No. The Agent works whether or not Severa or QuickBooks Online already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Severa with QuickBooks Online help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in QuickBooks Online alter project tasks in Severa?

Yes, when a payment is received or an invoice becomes overdue in QuickBooks Online, you can automatically move or update tasks in Severa.

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