Estimate Rocket + QuickBooks Online

Create QuickBooks Online customers from new Estimate Rocket clients

Stop entering client information twice. With this Zap, whenever a new client is added in Estimate Rocket, it will automatically check QuickBooks Online for a customer with the same email address. If none exists, a new customer will be created with the client’s details, ensuring your accounting system always has the latest customer information from Estimate Rocket.

When this happens!
New Client
Triggers when a new client is created.
TriggerPolling

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Supported triggers and actions

New Assignment
Triggers when a new assignment is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
Proposal Status Updated
Triggers when a proposal status is updated.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- OwnerRequired
Action
Write

- OwnerRequired
- Client IDRequired
- TypeRequired
- Billing Address 1Required
- Billing CityRequired
- Billing State/ProvinceRequired
- Billing Zip/Postal CodeRequired
- Name
- Billing Address 2
- Customer Notes
- Internal Notes
- Tax Rate
- Source
- Number
Action
Write
- Invoice NumberRequired
Action
Search

- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- First NameRequired
- Last NameRequired
- Company Name
- Email
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Tax Rate
- Notes
- Lead Source
- OwnerRequired
Action
Search or write

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Proposal
Triggers when there's a new proposal.
Trigger
Instant
Try It
Updated Assignment
Triggers when an assignment is updated.
Trigger
Instant
Try It
- Invoice IDRequired
- DateRequired
- AmountRequired
- Reference
- Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

About Estimate Rocket

Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.

Related categories

Project Management

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.