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Setup Guide

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1. Add QuickBooks to Paragon

Click the ”+” button in the workflow canvas and choose QuickBooks from the sidebar. Under Choose your QuickBooks account, select “Add new account for QuickBooks” and log in to the QuickBooks account you want to connect to.

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2. Query QuickBooks

Once your QuickBooks account is connected, you can add steps to perform the following actions:
  • Get accounts
  • Get bills
  • Create bill
  • Get customer
  • Create customer
  • Update customer
  • Get invoices
  • Create invoices
  • Send invoices
  • Get payments
  • Create payments
When creating or updating records in QuickBooks, you can reference data from previous steps by typing {{ to invoke the variable menu.