Create, update and look up QuickBooks projects
Intuit's developer API covers customers, invoices and estimates, and has no Projects object at all. Clickr adds three operations over the QuickBooks account you already have, on one path, with a bearer token.
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POST /v2/integrations/quickbooks/projects
Live
Request body
projectName
"Johnson Residence Phase 2"
customerName
"Johnson Family LLC"
startDate
"09/01/2026"
status
"in-progress"
statusCallbackUrl
"https://your-app.com/hooks/qb"
Response
200 OK
receipt
"68b2f0c4e1d9a70012ab34cd"
The call returns a receipt as soon as the run is queued. Clickr signs in, creates the project, and posts the finished record to your statusCallbackUrl.
What changes
Creating the project stops being a retyping job
In QuickBooks today
Someone opens QuickBooks, finds the customer, retypes the project name and re-enters dates that already exist in the system where the job was won. It takes about 5 minutes, it happens on every job, and the mismatches surface later during reconciliation.
Through the Projects API
Your CRM, intake form, Zap or AI assistant posts the project the moment the job is won. The customer name is passed through rather than retyped, and the callback carries the QuickBooks project id back to the system that made the call.
0
Projects endpoints in Intuit's API
3
Operations on this path
~5 min
Of retyping per project today
The endpoint
Three operations on one path
The base path is https://api.clickr.cloud/v2/integrations/quickbooks/projects, with your API key as a bearer token in the Authorization header. Each call is metered as one run.
POST /projects
Create a project
Creates a project against a customer that already exists in QuickBooks. projectName and customerName are required, and the customer is matched by name exactly as it reads in your account.
Body
PUT /projects
Update a project
Updates an existing project, identified by projectId. Accounts on Velocity can identify it by projectNameIdentifier instead, which is what systems that never stored the id use. Send only the fields you are changing.
Body
GET /projects
Look up a project
Returns a project by projectId or projectName. This one reads QuickBooks rather than your synced copy, so it takes a callbackUrl in the query string and posts the record there when the lookup finishes.
Query
Reading project history in bulk is the Projects Dataset's job rather than this endpoint's. The dataset is queryable without spending a run.
Every call
The fields each request carries
Two fields sit outside the project itself and decide how you hear about the result. Both are accepted on create and update, and validated before the run is queued.
Field
Requirement
What it does
Authorization
required
Bearer followed by your API key. Keys are generated in the Clickr dashboard and revoked there.
projectName
required
The project name as it will read in QuickBooks. On an update it renames the project.
customerName
required
An existing QuickBooks customer, matched by name. The project is created underneath it.
startDate / endDate
optional
MM/DD/YYYY. Anything else is rejected before the run starts.
status
optional
One of not-started, in-progress, completed or canceled.
customFields
optional
A list, each entry carrying label, value and a fieldType of text or dropdown.
statusCallbackUrl
optional
Where Clickr posts the finished project and the run status once the run completes.
metaData
optional
A JSON object of your own, returned untouched on the callback. Use it to match a result to the job that triggered it.
8 FIELDS
billingAddress and shippingAddress take country, streetAddress1, city, state and zipCode, and each of those is required once the address is present.
Setting it up
Connect an account, set the second factor, post a project
Setup is self-serve and nothing in it waits on us. We are happy to walk you through it on a call if you would prefer.
01
Connect your QuickBooks account
Add your credentials in the Clickr dashboard. Clickr does not create a user inside your QuickBooks account, and you can revoke its access from your own settings.
about a minute
02
Point multi-factor authentication at Clickr
Intuit requires a second factor. We give you a phone number to set as it, and Clickr answers the sign-in challenge on every run from then on.
one settings change
03
Post your first project
Generate an API key, then call the endpoint from curl, Zapier, n8n, your own code or an AI assistant. The run appears in your history with its status, duration and any error.
same day
Questions about this endpoint
Questions about the connector as a whole, including pricing and what happens when a run fails, are answered on the QuickBooks page.
support@clickr.cloudNot through Intuit's own. Their accounting API covers customers, invoices, estimates, items and payments, and Projects is not among them. Clickr's endpoint creates the project by driving the same screens your team uses, so the record lands where it would if someone had typed it.
Yes. A project in QuickBooks belongs to a customer, so pass customerName exactly as it reads in your account. If nothing matches, the run fails with that reason in your run history rather than creating a second customer.
No. The endpoint returns a receipt as soon as the run is queued, and Clickr posts the finished record to the statusCallbackUrl you send. The receipt is what matches the callback back to the call that caused it.
Yes, on the Velocity plan. Send projectNameIdentifier instead of projectId and Clickr resolves the project by name. On Standard the projectId is required.
Yes. Pass customFields as a list, each carrying a label, a value and a fieldType of text or dropdown, and Clickr fills the same fields your team fills in on the project form.
Dates are MM/DD/YYYY. Status is one of not-started, in-progress, completed or canceled, and anything else is rejected before the run starts rather than failing halfway through.
Every call that touches QuickBooks: a create, an update or a lookup. Standard covers up to 100 runs a day, Velocity up to 500.
Yes. The QuickBooks Projects Dataset keeps a synced, queryable copy of your project history, resynced every 10 minutes and readable from the dashboard or the REST API.
Yes. It is an ordinary HTTPS request with a bearer token, so any of them can call it as an action step. Claude, ChatGPT and Cursor can reach the same operations over our MCP server.
9 questions · updated as we are asked new ones
More on our QuickBooks connector
The rest of the connector
Projects are one of two actions on the connector. The estimate conversion, the change webhook and the one-time history export each have their own page.
Overview
Both actions, the Projects Dataset, the ways to reach them, and what it costs.
Action
Convert an estimate into an invoice over HTTP, in full or in part.
Access
Clickr posts project changes to any URL you choose. Zapier, Make and n8n can consume it directly.
Access
Connect Claude, ChatGPT or Cursor and create projects or convert estimates in plain English.
Service
A one-time export of your full accounting history as CSV and Excel.
Create your first project over HTTP
Connect the QuickBooks account you already have, generate an API key, and post a project today. The trial runs for 7 days and you can cancel at any time.
or email support@clickr.cloud with a question first