Скачать или смотреть Automate QuickBooks with Airtable + Zapier in 2025 (Updated Guide)

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⏰ Timestamps:

0:00 – Connecting QuickBooks to Airtable with Zapier
1:47 – Filtering active clients in Airtable
3:35 – Pulling transaction data using QuickBooks API
5:38 – Processing and counting transactions with code
10:01 – Use cases: alerts, revenue tracking, and client insights

About this video:
In this video, Isaac Perdomo from Opzer shows you how to connect QuickBooks Online to Airtable using Zapier to unlock powerful accounting automation. You’ll learn how to sync client data, pull transaction reports via QuickBooks API, and log monthly summaries in Airtable. Isaac also explores advanced use cases like revenue vs. transaction analysis, setting up financial alerts (e.g., low cash or income thresholds), and automating client-level insights at scale. If you’re ready to bring next-level reporting and automation into your firm, this walkthrough is for you.

Thanks for watching,
Isaac Perdomo, Opzer