This automation scenario allows you to connect QuickBooks Online and Microsoft Outlook
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
QuickBooks Online and Microsoft Outlook can also be integrated using automation tools other than zapier:
When this trigger fires in QuickBooks Online
Triggers when you add a new invoice (with line item support).
Then this action happens in Microsoft Outlook
Send an email from your Outlook account.
This guide contains information on how to set up an automatic workflow that allows to Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails.
Part I
First, we need to connect QuickBooks Online and Microsoft Outlook to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect QuickBooks Online to Zapier.
Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Microsoft Outlook to Zapier.
Give Zapier access to your Microsoft Outlook account, using Microsoft Outlook credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Invoice (Triggers when you add a new invoice (with line item support).).
Then set up an Action for Microsoft Outlook
Choose this action: Send Email (Send an email from your Outlook account.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Microsoft Outlook.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Sends new QuickBooks Online invoices as PDF attachments to Microsoft Outlook emails!
Triggers when a new e-mail is received in your inbox.
Triggers when a new event is created in your calendar.
Triggers at a specified time before an event in your calendar starts.
Triggers when a new contact is added to your account
Triggers when an event is updated.
Triggers when a new email is flagged.
Adds a new customer.
Adds a new invoice to customer by name.
Adds a new sales receipt (with line item support).
Creates a new payment, optionally linked to an invoice.
Updates an existing customer.
Returns info about a company.
QuickBooks Online alternatives
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