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Zapier makes it easy to integrate Gmail with QuickBooks Online - no code necessary. See how you can get setup in minutes.

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Gmail
Gmail logo
Gmail
1. Choose trigger event
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QuickBooks Online
QuickBooks Online logo
QuickBooks Online
2. Choose action
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1. Select the event
Setup
Test
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Gmail
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Attachment" from Gmail.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

You’re connected!

Zapier seamlessly connects Gmail and QuickBooks Online, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Gmail + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gmail and QuickBooks Online

How do I set up the integration between Gmail and QuickBooks Online?

To set up the integration, you'll first need to connect both your Gmail and QuickBooks Online accounts to our platform. Once connected, you can create an automated workflow where emails that meet certain criteria can trigger specific actions in QuickBooks Online, such as creating an invoice or updating customer details.

What types of triggers can I use from Gmail in this integration?

You can use various triggers such as receiving a new email, receiving an email with attachments, or getting an email from a specific sender. These triggers can initiate different actions in QuickBooks Online based on your specified workflow setup.

What actions can be performed in QuickBooks Online through this integration?

The integration allows several actions such as creating new customers, managing invoices, recording payments, or updating existing records. Each action can be automatically initiated by specific emails received in your Gmail account that match your defined criteria.

Can I filter the emails that trigger actions in QuickBooks Online?

Yes, you can filter emails that trigger actions by specifying conditions like specific senders or keywords in the subject line. This ensures only relevant emails cause changes or updates in your QuickBooks Online data.

Does the integration support sending email data to QuickBooks attachments?

Yes, when you receive an email with attachments, these attachments can be automatically uploaded to transactions or records in QuickBooks Online if you configure your integration settings accordingly.

How often does the integration sync information between Gmail and QuickBooks Online?

Our platform processes triggers as they happen. When a triggering email is received in Gmail based on your set parameters, it will immediately perform the corresponding action you've defined within QuickBooks Online.

Are there any limitations on how many actions or triggers I can have with this integration?

The number of triggers and actions you can set up depends on your subscription plan with us. Typically, we offer a variety of tiers that accommodate different volumes and complexities of workflow automation needs.

Practical ways you can use Gmail and QuickBooks Online

Save email attachments to QuickBooks receipts.

When a Gmail email with an attachment comes in, automatically save the attachment as a record in QuickBooks. This ensures important receipts or documents are filed correctly, reducing manual logging errors and keeping organized for accounting purposes.

Business Owner
Label lead-related Gmail emails and update QuickBooks customers.

Marketing teams often deal with lead emails that require customer updates. Zapier labels these emails in Gmail and updates or creates customer records in QuickBooks, ensuring customer data is accurate and segmented for campaigns.

Marketing & Marketing Ops
Create QuickBooks invoices from starred Gmail emails.

Starred emails in Gmail often mark priority tasks. When an email is starred and contains invoice details, Zapier creates an invoice in QuickBooks, helping project managers manage billing without missing deadlines.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Label or mailbox
    • Search keywords
    Trigger
    Polling
    Try It
    • Label or mailbox
      Required
    Trigger
    Polling
    Try It
    • Label or mailbox
    Trigger
    Polling
    Try It
  • Gmail triggers, actions, and search
    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label or mailbox
    Trigger
    Polling
    Try It
    • Search keywords
    Trigger
    Polling
    Try It
    • Label or mailbox
    Trigger
    Polling
    Try It

Learn how to automate Gmail on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

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About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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About QuickBooks Online
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.
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