Airtable + QuickBooks Online
Create Airtable records for new QuickBooks Online customers
Easily keep your customer records organized and up-to-date with this workflow. Whenever there's a new customer added in QuickBooks Online, a record will be created in Airtable, ensuring a seamless transfer of information. This automatic process not only saves you time but also eliminates the need for manual data entry, so you can focus on growing your business.
Easily keep your customer records organized and up-to-date with this workflow. Whenever there's a new customer added in QuickBooks Online, a record will be created in Airtable, ensuring a seamless transfer of information. This automatic process not only saves you time but also eliminates the need for manual data entry, so you can focus on growing your business.
- When this happens...
New CustomerTriggered when you add a new customer.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create RecordCreates a new record with auto-populating fields.
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCache Copy
BaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
RecordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Limit to View
Include file contents?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Lookup FieldRequired
Secondary Lookup Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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SpreadsheetsAbout 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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AccountingRelated Zap Templates
- Create Airtable records for new QuickBooks Online invoices
- Create invoices in QuickBooks Online from new records in Airtable
- Add new QuickBooks Online vendors to Airtable as records
- Create QuickBooks Online customers from new or updated Airtable records
- Create Airtable records for new QuickBooks Online expenses
- Create Airtable records for new QuickBooks Online invoices
- Create new QuickBooks Online vendors from new Airtable records
- Create Airtable records for new QuickBooks Online bills
- Create new Airtable records for new QuickBooks Online payments
- Create new QuickBooks Online customers from new Airtable records
- Create Airtable records with line item support for new QuickBooks Online invoices
- Create products/services in QuickBooks Online from new Airtable records
- Add new QuickBooks Online accounts to Airtable as records
- Create Airtable records with line item support for new QuickBooks Online estimates
- Update QuickBooks Online customers when new or updated Airtable records are detected
- Create QuickBooks Online journal entries for new Airtable records
- Update QuickBooks Online invoices when new Airtable records are created
- Create and send QuickBooks Online invoices from new or updated Airtable records
- Create sales receipts in QuickBooks Online for new Airtable records
- Create QuickBooks Online customers from new Airtable records in view
- Create sales receipts in QuickBooks Online from new Airtable records
- Create invoices in QuickBooks Online for new Airtable records
- Update Airtable records with new QuickBooks Online payments for seamless financial tracking
- Create products/services in QuickBooks Online from new or updated Airtable records
- Create bills in QuickBooks Online for new records in Airtable
- Create QuickBooks Online customers from new or updated Airtable records
- Create Airtable records from new QuickBooks Online estimates
- Create or update records in Airtable for new invoices in QuickBooks Online
- Create records in Airtable for each new invoice in QuickBooks Online
- Update and organize records in Airtable when customers are updated in QuickBooks Online
- Create or update Airtable records each time new QuickBooks Online expenses occur
- Generate QuickBooks Online bills from new or updated Airtable records
- Create or update Airtable records with new invoices from QuickBooks Online
- Create or update Airtable records for new customers in QuickBooks Online
- Create new records in Airtable for every new sales receipt in QuickBooks Online
- Create credit memos in QuickBooks Online for new records in Airtable
Related Zap Templates
- Create Airtable records for new QuickBooks Online invoices
- Create QuickBooks Online customers from new or updated Airtable records
- Create new QuickBooks Online vendors from new Airtable records
- Create new QuickBooks Online customers from new Airtable records
- Add new QuickBooks Online accounts to Airtable as records
- Create QuickBooks Online journal entries for new Airtable records
- Create sales receipts in QuickBooks Online for new Airtable records
- Create invoices in QuickBooks Online for new Airtable records
- Create bills in QuickBooks Online for new records in Airtable
- Create or update records in Airtable for new invoices in QuickBooks Online
- Create or update Airtable records each time new QuickBooks Online expenses occur
- Create or update Airtable records for new customers in QuickBooks Online
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- Create invoices in QuickBooks Online from new records in Airtable
- Create Airtable records for new QuickBooks Online expenses
- Create Airtable records for new QuickBooks Online bills
- Create Airtable records with line item support for new QuickBooks Online invoices
- Create Airtable records with line item support for new QuickBooks Online estimates
- Update QuickBooks Online invoices when new Airtable records are created
- Create QuickBooks Online customers from new Airtable records in view
- Update Airtable records with new QuickBooks Online payments for seamless financial tracking
- Create QuickBooks Online customers from new or updated Airtable records
- Create records in Airtable for each new invoice in QuickBooks Online
- Generate QuickBooks Online bills from new or updated Airtable records
- Create new records in Airtable for every new sales receipt in QuickBooks Online
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- Add new QuickBooks Online vendors to Airtable as records
- Create Airtable records for new QuickBooks Online invoices
- Create new Airtable records for new QuickBooks Online payments
- Create products/services in QuickBooks Online from new Airtable records
- Update QuickBooks Online customers when new or updated Airtable records are detected
- Create and send QuickBooks Online invoices from new or updated Airtable records
- Create sales receipts in QuickBooks Online from new Airtable records
- Create products/services in QuickBooks Online from new or updated Airtable records
- Create Airtable records from new QuickBooks Online estimates
- Update and organize records in Airtable when customers are updated in QuickBooks Online
- Create or update Airtable records with new invoices from QuickBooks Online
- Create credit memos in QuickBooks Online for new records in Airtable