Connect QuickBooks Online and Slack to unlock the power of automation
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Set up your first integration
Quickly connect QuickBooks Online to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Slack - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Slack, automating your workflow.
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Frequently Asked Questions about QuickBooks Online + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Slack
How can I connect QuickBooks Online with Slack?
You can connect QuickBooks Online with Slack using our platform by creating a Zap. Start by selecting QuickBooks Online as your trigger app and choose the event that will initiate the workflow, like new customer or new invoice. Then, choose Slack as the action app to send notifications or messages based on these triggers.
What are some common triggers for QuickBooks Online when integrating with Slack?
Common triggers for QuickBooks Online include a new invoice, an updated customer, a new payment, or a new expense. These events can be used to automatically send updates or notify specific channels in Slack.
What actions can I perform in Slack using data from QuickBooks Online?
Using data from QuickBooks Online, you can perform various actions in Slack such as sending channel messages or direct messages to specific team members. You can also update a status in a channel whenever there's an event like an invoice being paid.
Is it possible to get notifications in Slack when an invoice is overdue in QuickBooks Online?
Yes, you can set up a Zap where the trigger is an overdue invoice event from QuickBooks Online. This will automatically send a notification to your chosen Slack channel alerting you about the overdue status.
Can I create a task in Slack when a payment is received in QuickBooks Online?
While you can't create tasks directly within Slack through our integration, you can set up actions that send detailed payment information to a specific channel or member on receiving payments. This could help your team take necessary actions accordingly.
Are there limitations on how many Zaps I can create between QuickBooks and Slack?
The number of Zaps you can create depends on your plan with us. Ensure you've checked your plan's limits and adjust as needed. However, each Zap you create for connecting QuickBooks and Slack must have one trigger and at least one action defined.
How do I handle errors during integration between QuickBooks Online and Slack?
If errors occur during integration setup or execution between QuickBooks Online and Slack, our platform provides detailed logs and error messages that guide troubleshooting steps. Make sure all credentials are correct and test each step of your Zap before enabling it fully.
Practical ways you can use QuickBooks Online and Slack
Alert for new QuickBooks invoices in Slack
Keep tabs on new invoices with minimal effort. Whenever a new invoice is created in QuickBooks Online, Zapier sends an alert to a designated Slack channel. This ensures your team stays updated on accounts payable and receivable instantly, improving transparency and communication.
Business OwnerPost in Slack for new QuickBooks customers
Enhance your customer-centric approach. Whenever a new customer is created in QuickBooks Online, Zapier triggers an automatic message in Slack, notifying your marketing team. This boosts real-time collaboration for welcome campaigns or customer engagements.
Marketing & Marketing OpsNotify Slack about QuickBooks expense approvals
Seamlessly manage project budgets and expenses. When an expense gets approved in QuickBooks Online, Zapier notifies a specific Slack channel, so project managers and stakeholders are in the loop without delay. This enhances budget tracking and collaboration in real time.
Project ManagementSupported 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.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
