QuickBooks Pack: Start Here

Manage your QuickBooks Online companies from your Coda docs.

Leandro Zubrezki

👋 Hello! I am Leandro the founder of

Packs4Coda⁠

and a Pack maker. I’ve built some Packs for Coda like

Airtable⁠

Linear⁠

and

Notion⁠

. This time we will talk about the

QuickBooks Pack⁠

I created this how-to guide to enable Coda makers to set-up the Pack. The QuickBooks Pack for Coda allows you to create your company workflows in Coda with your own set of rules and views for your data.

How to use this doc:

This doc is intended to help with the initial setup steps for the QuickBooks Pack. Take some time to review the formulas and column details included throughout the doc.

Navigate through these sections to get started. If you have any trouble, you can always reach out to me at

leandro.zubrezki@gmail.com⁠

⁠

Connect QuickBooks with Coda Use these step-by-step instructions to connect your QuickBooks account with Coda⁠

⁠

Find your QBO company ID All actions and tables require your company id to be passed as a parameter, lets see how to get it from QuickBooks and the best way to use it.⁠

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Examples and Use Cases Navigate to the different pages to see how your data from QuickBooks will look like in your Coda docs as tables.⁠

⁠

Install the Pack

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