QuickBooks + StackGo

Run compliance from inside QuickBooks. Checks start from a record and the result lands back on the client.

QuickBooks publishes 16 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

Accounting System of record Via Zapier

What QuickBooks is

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Description supplied by QuickBooks.

The trigger

What starts a check from QuickBooks

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

New Customer
New Employee

The write-back

What StackGo puts back on the record

Named fields on the QuickBooks record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have QuickBooks start a check and write nothing back — the result stays in StackGo, behind your login, and QuickBooks is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in QuickBooks

Create Bill (Account Based)
Create Employee
Create Customer
Create Invoice By Customer

QuickBooks's own write operations. The result goes onto the record you already work in.

Everything else QuickBooks publishes

QuickBooks’s public integration surface

The rest of what QuickBooks exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

14 more events

New Account
New AP Account
New Bank Transaction
New Bill
New Product/Service Bundle Items
New Category
New Class
New Currency
New Customer Type
New Department
New Estimate
Estimate Emailed
New Expense
New Expense Account

12 more actions

Attach File(s) or Note
Create Bill (Item Based)
Create Check
Create Deposit
Create Credit Memo
Create Estimate
Create Expense
Create Invoice
Create Product/Service
Create Journal Entry
Create Invoice (Deprecated)
Create Invoice By Customer Name

Names are QuickBooks’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

Connected through Zapier

Trigger a check when a customer is created.

Connect StackGo to QuickBooks through Zapier.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about QuickBooks

What does QuickBooks integrate with?

StackGo connects to QuickBooks through Zapier, and a check can start from an event like “New Customer”. The result comes back on the record you already work in.

Which QuickBooks events can start a compliance check?

“New Customer”, “New Employee”. These are QuickBooks’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in QuickBooks?

Through QuickBooks’s own write operations: “Create Bill (Account Based)”, “Create Employee”, “Create Customer”, “Create Invoice By Customer”. You choose which fields are written, and you can also run it one-way, with nothing written back to QuickBooks at all.