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FreshBooks + QuickBooks Online

Create new FreshBooks clients from new QuickBooks Online customers

Streamline your client management process with this automated workflow. When you add a new customer in QuickBooks Online, a corresponding client will be created in FreshBooks. This seamless integration saves time, eliminates the need for duplicate entry, and ensures consistent data across your financial platforms. No more manual entries; focus on what matters most - growing your business.

Streamline your client management process with this automated workflow. When you add a new customer in QuickBooks Online, a corresponding client will be created in FreshBooks. This seamless integration saves time, eliminates the need for duplicate entry, and ensures consistent data across your financial platforms. No more manual entries; focus on what matters most - growing your business.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggered when you add a new customer.

    TriggerScheduled
  2. automatically do this!
    FreshBooksFreshBooks
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggered when you add a new account.

    Trigger
    Scheduled
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  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggered when you add a new invoice (with line item support).

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Sales Receipt

    Triggered when a new sales receipt is added (with line item support).

    Trigger
    Scheduled
    Try It
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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn more

Related categories

  • Accounting
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