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01. IntegrationAccountingProductivity

Keep your Notion workspace in sync with every invoice, payment, and bill you log in QuickBooks.

Inbound: capture work where it happens

Every QuickBooks event proposes a Notion update you approve from your phone before anything posts. Your financial data stays accurate because a human, not a bot, makes the final call.

02. Overview

Connect QuickBooks to Notion with an approval on every action

A QuickBooks Notion integration gives solopreneurs and small teams one place to track invoices, bills, payments, and customers without copying data by hand. When something changes in QuickBooks, a corresponding Notion page or database entry updates automatically, keeping your workspace current without extra effort.

Rills handles the logic between the two apps by proposing each action before it runs. You review the proposed change on your phone and swipe to approve or reject it. Approvals are always free, so you only pay when a real write happens in Notion. Over time, Rills learns which actions you consistently approve and can flag patterns, but you stay in control at every step.

With QuickBooks to Notion automation, a new invoice creates a tracked Notion page the moment it is issued. A recorded payment flips that page's status to paid and logs the date. New bills land in your expense-tracking database with vendor details and due dates already filled in. New customers appear in your Notion CRM with contact details ready for your team. The result is a living financial workspace that reflects your books in real time.

03. Use cases

What QuickBooks can hand to Notion, with you in the loop

Log new invoices as Notion tracking pages

Each time an invoice is created in QuickBooks, a new Notion page is generated with the invoice details and initial status. Your team has a single place to monitor outstanding invoices without digging through accounting software.

Build this workflow
04. Triggers and actions

QuickBooks triggers and Notion actions

  • Create InvoiceCreate a page

    When a new invoice is created in QuickBooks, automatically generate a corresponding Notion page to track invoice details, status, and payment progress in a centralized workspace.

  • Create PaymentUpdate a page's properties

    When a payment is recorded in QuickBooks, automatically update the linked Notion invoice page's status property to mark it as paid and log the payment date.

  • Create BillCreate a page

    When a bill is created in QuickBooks, automatically create a Notion page to document vendor expenses, due dates, and approval status for expense tracking.

  • Create CustomerUpdate a page's properties

    When a new customer is added in QuickBooks, automatically update a Notion customer database page with contact details and initial account information for team visibility.

Actions in Notion

  • Retrieve a page

    Fetch a page's properties and metadata to access its structured data, timestamps, and configuration details without retrieving its full content.

  • Update a page's properties

    Update any property on a Notion page including title, status, tags, and custom fields to keep your database current. This lets you modify page metadata, change document states, or archive pages without recreating them.

  • Query a data source

    Search and retrieve specific pages from your Notion database using filters and sorting to find exactly what you need. Use this to build filtered reports, look up entries by criteria, or work through large datasets in manageable chunks.

  • Create a page

    Add a new page to Notion either as a child of an existing page or as a new database entry, with customizable properties and initial content. Use this to expand your Notion workspace with structured information that integrates with your existing pages and databases.

  • Update a page's content as markdown

    Update a page's content by providing markdown text, which Notion automatically converts into its native block format. This is ideal for bulk content updates or working with markdown-formatted content from other sources.

  • Create a database

    Set up a new structured database within Notion by defining properties like text fields, numbers, dates, and relationships. This lets you programmatically create organized data collections for your business without manual setup.

  • Revoke a token

    Invalidate an access token to prevent it from being used for future API requests, useful for disconnecting integrations or removing access when it's no longer needed.

  • Retrieve a user

    Fetch a specific user's profile information including their name, avatar, email, and account type to display user details or verify team member information.

View all 35 Notion actions
05. How approvals work

Every action waits for a tap.

  1. 01

    Workflow proposes

    When a QuickBooks event fires, the agent drafts the Notion action and pauses.

  2. 02

    You approve from your phone

    A push notification lands on your phone. Swipe to approve or reject in seconds.

  3. 03

    Action runs, then learns

    Confidence climbs each time you approve. Repeated approvals graduate to auto-execute.

Queue 3

QuickBooks → Notion
82

Log new invoices as Notion tracking pages?

Trigger: New event in QuickBooks

Action: Run in Notion

Pause until you approve.

SWIPE → APPROVE
06. Setup

How to connect QuickBooks to Notion

  1. 01

    Start your free trial

    Create a Rills account at no cost and with no credit card required. You get 14 days to build and test automations before committing.

  2. 02

    Connect your QuickBooks account

    Authorize Rills to read events from QuickBooks. Rills uses a secure OAuth connection and only requests the permissions it needs.

  3. 03

    Connect your Notion workspace

    Grant Rills access to the Notion databases and pages you want to update. You control exactly which pages are in scope.

  4. 04

    Pick a trigger and action from the curated pairings

    Choose a starting workflow, for example Create Invoice in QuickBooks paired with Create a page in Notion. Set the field mappings so invoice details land in the right Notion properties.

  5. 05

    Approve your first run from your phone

    Rills queues the first proposed Notion action and sends it to your phone. Review the details, swipe to approve, and watch the page appear in Notion. You are live.

07. FAQ

Common questions about connecting QuickBooks to Notion

How do I connect QuickBooks to Notion?

Start a free Rills trial, authorize both your QuickBooks and Notion accounts, then choose a trigger (such as Create Invoice) and a matching Notion action. Rills walks you through each step and proposes a test action you approve from your phone before anything goes live.

What does it cost to run QuickBooks and Notion automations on Rills?

Rills offers a free 14-day trial with no credit card required. Approvals and workflow logic are always free. You only pay for real actions that write data to Notion, so reviewing and rejecting proposed changes never costs you anything.

Can Rills automatically update a Notion page when a QuickBooks payment is recorded?

Yes. The Create Payment trigger in QuickBooks can update a linked Notion page's status property to mark it as paid and record the payment date. You approve the update from your phone before it posts, so your data stays correct and deliberate.

Do I have to approve every single action, or can it run automatically?

By default, every proposed action waits for your phone approval before it runs. This keeps your Notion workspace free from errors or unwanted writes. As you build confidence in a workflow, you can adjust approval settings, but the choice to automate fully is always yours.

08. Get started

Start with: Log new invoices as Notion tracking pages

Free to try. Approvals are always free. You only pay when your workflows take real actions.