Resources · Zapier integration

AccountingSuite Zapier integrationAutomate AccountingSuite with Zapier.

The AccountingSuite Zapier integration gives you 0 triggers, 14 actions and 0 searches. AccountingSuite only receives: another app starts the Zap, and AccountingSuite writes the invoice, the bill or the order. It works on the free plan.

See the 14 operations

Verified Trustpilot reviews · AI, automation & growth agency

Overview

What the AccountingSuite Zapier integration actually does

It lets an event in another tool create a record in AccountingSuite without you retyping it. A sale closes in your CRM, and AccountingSuite gets the invoice. A purchase is approved, and the bill appears. Every one of the 14 operations writes something; none of them reads or watches AccountingSuite.

Invoices that follow the sale. A won deal in your sales tool feeds Create Sales Invoice with the customer, the product, the quantity and the price. Your bookkeeper stops copying numbers from one screen to the other.

A clean supplier side. When a purchase request gets approved somewhere else, Create Purchase Order records it, and Create Bills books the vendor's bill once it arrives. Two actions, two separate Zaps if you stay on the free plan.

Billable hours that land in the books. A consultancy that logs work in a timesheet tool can push each entry through Create Time Tracking, attached to the project built earlier with Create Project / Jobs.

What Zapier does not do here: it cannot start anything from AccountingSuite. There is no trigger, so a new invoice, a payment or a stock change inside AccountingSuite will never set off a Zap. There is no search either, so a Zap cannot look up an existing customer or product first: you map values that already exist, or you create them in the same Zap. If you are weighing other platforms for that reason, the Make vs Zapier comparison is the place to start.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event that starts the Zap. AccountingSuite has none, so the trigger always comes from another app you use.
Action
The step that does the work once the Zap has started. All 14 AccountingSuite operations are actions that create a record.
Task
What Zapier bills you for: one action completed successfully. Your plan allowance is simply a count of those.
Polling vs instant
A polling trigger is checked on a timer by Zapier. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap continue only when the incoming data meets your condition, and stops it quietly otherwise.
Connection
Your AccountingSuite account linked to Zapier once, then reused by every step of every Zap that touches AccountingSuite.
Cost

What it really costs in tasks

AccountingSuite is not a premium app, so it runs on the free plan. The bill depends on how many actions succeed, not on how often Zapier looks.

  • Free plan100 tasks a month, two-step Zaps only
  • Premium appNo, AccountingSuite works on Free
  • Trigger cost0 tasks
  • Each successful action1 task

The trigger never costs a task, and checking for new data costs nothing. Each AccountingSuite action that goes through counts as one task; one that fails is not counted. A Zap that creates a company and then an invoice uses two tasks per run. The free plan gives 100 tasks a month, but only two-step Zaps: one trigger, one action. Adding a second action, or a filter, makes it a multi-step Zap, which needs a paid plan.

Connect

Connect your AccountingSuite account

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. You need an AccountingSuite login, plus write access to the records you want the Zap to create.

  2. 02

    Find AccountingSuite

    Type AccountingSuite in the search box of the dialog, select it, then click Add connection. A new browser tab opens on the AccountingSuite sign-in screen.

  3. 03

    Sign in and allow access

    Log in with the account the records should belong to, then grant Zapier access. The connection is saved once and every future Zap reuses it, so the account you sign in with is the one every record lands in.

First Zap

Your first Zap: invoice every big deal

GoalWhen a deal is marked won in your CRM and passes an amount filter, AccountingSuite creates the matching sales invoice.

  1. 01

    Build the trigger

    Create a Zap and pick your CRM with its won-deal event. Test it: Zapier brings back the three most recent items so you map from a real deal.

  2. 02

    Add the filter

    Click the plus icon, choose Filter, then set the field, the rule and the value. Pick a number rule for an amount, or the filter will never pass.

  3. 03

    Add the AccountingSuite action

    Choose AccountingSuite, then Create Sales Invoice. Map Customer, Product, Quantity and Price from the deal. All four are required.

  4. 04

    Test, then publish

    Run the action once and open AccountingSuite to read the invoice it created. If it looks right, click Publish. The filter makes this a multi-step Zap, so it needs a paid plan.

Actions

The 14 AccountingSuite actions

AccountingSuite gives you 14 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Cash Receipt

Action

In Zapier“Creates a new cash receipt.”

Records money received against a sales invoice, so the invoice is no longer open.

When to use it
your payment processor confirms a card payment and you want the receipt posted without opening AccountingSuite.
Watch out
the Document field lists sales invoices, so the payment must refer to one that already exists.
2

Create Account

Action

In Zapier“Creates a new Account in your Chart of Accounts.”

Adds a line to your Chart of Accounts, with a name and an account type.

When to use it
your finance team keeps a list of new cost centers in a spreadsheet and wants each approved line mirrored in AccountingSuite.
Watch out
Account Type is required, and choosing the wrong one files the account in the wrong part of the chart.
3

Create Address/Contact

Action

In Zapier“Creates a new Address/Contact in AccountingSuite.”

Attaches a named address or contact, such as a billing office, to a company that already sits in AccountingSuite.

When to use it
a client fills in a new billing address on your onboarding form and you want it stored next to the company.
Watch out
the Company field is required, so the company has to exist first, created by hand or by Create Company earlier in the Zap.
4

Create Bills

Action

In Zapier“Creates a new bill.”

Books a vendor bill, line by line, with product, quantity and cost.

When to use it
supplier invoices arrive in a shared inbox, someone approves them, and the bill should land in payables.
Watch out
Cost is what you pay, not what you sell for; mapping a sale price here quietly inflates your expenses.
5

Create Company

Action

In Zapier“Creates a new company.”

Adds a company record with its default payment terms and currency, and lets you flag it as a customer, a vendor, or both.

When to use it
a signed contract in your e-signature tool should open the client file before any invoice goes out.
Watch out
Terms is a number of days and is required, so map a value your accountant agrees with rather than leaving it to chance.
6

Create Location

Action

In Zapier“Creates a Warehouse Location in AccountingSuite.”

Records a warehouse location with a description, and can make it the default one.

When to use it
operations open a new storage site in their facilities tracker and stock should be assignable to it.
Watch out
ticking Default Location on every run would keep moving the default, so leave it off unless the trigger is a real switch.
7

Create Product

Action

In Zapier“Creates a new product.”

Builds a stocked product with its code or SKU, description and unit of measure, tied to the accounts that track its stock, its sales and its cost once sold.

When to use it
a new item is published in your online store and the catalog in AccountingSuite should follow.
Watch out
three accounts are required, so set up inventory, sales and cost of goods accounts before turning the Zap on.
8

Create Project / Jobs

Action

In Zapier“Create a new project.”

Starts a project or job for a given customer, so time and costs can be tracked against it.

When to use it
a construction firm wins a bid and wants the job open in the books the same day.
Watch out
the customer is required, so a project for an unknown client cannot be created on its own.
9

Create Service

Action

In Zapier“Creates a new service item.”

Creates a service item, the non-stocked cousin of a product, with a code, a description and a unit of measure.

When to use it
an agency adds a new retainer package to its price list and wants it billable straight away.
Watch out
it needs both a sales account and an expense account, unlike a product, which asks for inventory accounts instead.
10

Create Purchase Order

Action

In Zapier“Creates a purchase order.”

Places a purchase order with a vendor for a product, a quantity and a price.

When to use it
a restock request is approved in your procurement form and the order should be on file before the supplier ships.
Watch out
Vendor is the company you buy from, so it must exist in AccountingSuite with its vendor box ticked.
11

Create Sales Invoice

Action

In Zapier“Creates a new Sales Invoice.”

Issues a sales invoice to a person or company, for a product at a given quantity and price.

When to use it
a subscription renews in your billing tool and the books need the matching invoice.
Watch out
all four core fields are required, so a deal with no product line attached will stop the step.
12

Create Sales Order

Action

In Zapier“Creates a new Sales Order.”

Opens a sales order for a customer, with product, quantity and price, before anything is invoiced.

When to use it
a wholesale buyer confirms a quote by form and the warehouse needs the order to prepare the shipment.
Watch out
the order does not become an invoice by itself; invoicing is a separate action, and a separate task.
13

Create Sales Person

Action

In Zapier“Creates a new Sales Person in AccountingSuite.”

Registers a new salesperson by full name, the only field the step insists on.

When to use it
HR adds a new account executive to the staff directory and the books should know that name before the first sale is credited.
Watch out
the step only needs a name, so two runs with the same person will simply create two entries.
14

Create Time Tracking

Action

In Zapier“Create time tracking for a service or task.”

Logs time against a service or task, the raw material for billing hours later.

When to use it
developers stop a timer in their time tool and each entry should reach AccountingSuite without a weekly export.
Watch out
the Task field is the only required one; a run per entry also means one task per entry on your Zapier plan.
When it breaks

When it breaks

Zapier attaches no help article to AccountingSuite, so the known failures are the general ones.

Most problems come from the trigger side, since AccountingSuite only receives data. Four cases cover what you are likely to meet. For anything stranger, the Zapier troubleshooting page is the next stop.

  • Old records are not picked up

    A Zap only reacts to what happens after it is switched on. Deals won last quarter will not become invoices; moving that backlog is a separate job.

  • The Zap keeps firing itself

    If the step writes into the very place its trigger watches, each run starts another one and the task count drains fast.

  • A bulk import is held back

    When the trigger app suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can pause it before anything is written.

  • Duplicates are rare, not impossible

    Zapier remembers what a polling trigger has already seen, so the same item does not start the Zap twice. Two different source items still make two invoices.
Need help

Need help automating AccountingSuite with Zapier?

A person reads every message.

FAQ

AccountingSuite Zapier integration: FAQ

01Is the AccountingSuite Zapier integration free?
Yes, it runs on the free Zapier plan, because AccountingSuite is not a premium app. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap is limited to two steps, one trigger and one action. So a Zap that receives a payment and posts a Create Cash Receipt fits. A Zap that first creates the company and then the invoice has two actions, which makes it multi-step and moves you to a paid plan.
02How many tasks does an AccountingSuite Zap use?
One per AccountingSuite action that succeeds, and nothing else. The trigger in the other app is free, and so is every check Zapier makes for new data. A Zap that runs Create Purchase Order and then Create Bills uses two tasks each time it runs. An action that fails is not counted, which is useful to know while you test, though a few apps and actions on Zapier can take more than one task.
03Does AccountingSuite work with Zapier in real time?
AccountingSuite has no trigger, so the timing depends entirely on the app that starts the Zap. If that app offers an instant trigger, it reports the event to Zapier straight away, on any plan. If it uses a polling trigger, Zapier checks on a timer: every 15 minutes on Free, every 2 minutes on Professional, every minute on Team and Enterprise. The AccountingSuite action then runs as soon as the trigger fires.
04What does it take to connect AccountingSuite to Zapier?
An AccountingSuite account, plus write access to whatever the Zap should create if the records are not yours. In Zapier, open the Apps page, click + Add connection, search for AccountingSuite and confirm with Add connection. Sign in to AccountingSuite in the tab that opens and grant Zapier access. The connection is then reused by every Zap you build with this app, so it is a one-time setup that you never repeat per Zap.
05Why does Create Product keep failing in a Zap?
Usually because a required account is missing. Create Product asks for a code, a description, a unit of measure and three accounts: the inventory account, the sales account and the cost of goods sold account. If your chart of accounts does not hold suitable entries, the step has nothing valid to map. Set those up in AccountingSuite, or add them with Create Account, before switching the Zap on, then test the step once.
06What if the AccountingSuite action you want is not in Zapier?
Then it is not available, at least not through this integration. The editor offers 14 actions, all of them creating something, from companies and products to invoices, bills and time entries. Updating, deleting or reading AccountingSuite records is not part of the list, and there is no trigger to react to changes inside AccountingSuite. For those needs, a different automation platform or a manual step in AccountingSuite remains the realistic option.
07Zapier, Make or n8n for AccountingSuite?
It depends on the criterion that matters most to you. On Zapier, AccountingSuite offers 14 create actions and works on the free plan, which suits a team that wants a simple setup without hosting anything. If you need to react to events inside AccountingSuite, check first whether the other platform offers that for this app. Budget, hosting preference and who maintains the Zaps should decide, not a general ranking of the three tools.
Same platform

Other docs you might need on this stack.

Browse all integrations