The QuickBooks + PassKit integration allows you to connect customer records and transaction activity to the delivery of mobile wallet passes. Whether you’re issuing loyalty cards, membership passes, or coupons, this integration makes it possible to automate pass creation or updates based on QuickBooks data such as customer purchases, invoices, or account status.

Setting Up The Integration

To integrate QuickBooks with PassKit:

  1. Set up and publish your pass project in PassKit (e.g. loyalty, coupon, membership).
  2. In your PassKit account, go to Settings > Developer Tools to retrieve your API region, SDK host, port, and REST API prefix.
  3. Generate your API credentials to authenticate secure requests.
  4. Use an automation platform such as Zapier, Make, or a backend script to connect QuickBooks to PassKit.
  5. Create workflows that trigger on specific QuickBooks events such as a paid invoice, a new customer, or a subscription renewal.
  6. Map relevant QuickBooks fields (name, email, customer ID, tags, etc.) to your PassKit pass template fields.
  7. Optionally, use PassKit webhooks to track activity like pass installs, redemptions, or status changes, and feed that data back into QuickBooks or your CRM.

This setup allows you to link financial events with digital engagement tools.

Common Use Cases

The QuickBooks + PassKit integration helps automate pass delivery based on billing and transaction data.

  • Issue a membership card when a new customer is created or marked as active
  • Deliver a coupon once an invoice is paid
  • Send a loyalty card after a repeat purchase or milestone is reached
  • Automatically update pass points or tier level based on total spend
  • Revoke or expire passes when an account is closed, refunded, or marked inactive

This allows your finance and loyalty data to stay connected, without manual pass handling.

Requirements

To use this integration, you’ll need:

  • A PassKit account with a published pass
  • A QuickBooks Online account with access to customers and invoices
  • API credentials from PassKit Developer Tools
  • A middleware tool (e.g., Zapier, Make, or a custom connector)
  • Defined rules for when a pass should be issued, updated, or revoked based on QuickBooks triggers

No developer required for basic automation though complex workflows may benefit from scripting or backend support.

Support And Documentation

Helpful resources:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

Frequently Asked Questions

Can I Issue A Pass When A Customer Pays An Invoice In QuickBooks?

Yes. You can use that event as a trigger to automatically issue a pass using Zapier, Make, or your backend.

Can I Sync Loyalty Points Based On Total Spend?

Absolutely. You can calculate spend totals in QuickBooks and use them to adjust points or tiers on a pass.

Can I Remove A Pass When A Subscription Is Cancelled?

Yes. You can configure logic to revoke or invalidate a pass when a customer becomes inactive or is refunded.

Can I Personalize Passes Based On QuickBooks Data?

Yes. You can pull fields like company name, contact details, or tags into the pass template for a personalized experience.

Can Pass Activity Be Logged Back To QuickBooks?

PassKit webhooks can notify your system of events (e.g., pass installed or used), and you can push that data back into QuickBooks through middleware.