Connect Klaviyo and QuickBooks Online to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Klaviyo to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Klaviyo with QuickBooks Online - 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 Event" from Klaviyo.
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 Klaviyo and QuickBooks Online, automating your workflow.
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.
- Metric
Try ItTriggerPolling- Channel
Try ItTriggerPolling- TagRequired
- ListRequired
ActionWrite- List NameRequired
ActionWrite
- Audience Type
Try ItTriggerPolling- Profile IDRequired
- ListRequired
ActionWrite- TagRequired
- SegmentRequired
ActionWrite- Email
- First_name
- Last_name
- Phone_number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique_id
- Custom_properties
- Consent to subscribe to Channel
- SMS Subscription Type
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
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
Practical ways you can use Klaviyo and QuickBooks Online
Keep customer profiles updated.
When a new customer is added in QuickBooks Online, Zapier automatically creates or updates their profile in Klaviyo. This ensures your marketing campaigns always target up-to-date customer information, enhancing personalization and engagement.
Business Owner
Monitor customer data changes.
When QuickBooks Online updates a customer’s information, Zapier syncs the update with the respective profile in Klaviyo, ensuring both platforms hold consistent and accurate data. This reduces data discrepancies and enhances tech stack alignment.
ITSegment based on purchase data.
When a new invoice is created in QuickBooks Online, Zapier adds the customer to a specific segment in Klaviyo based on the purchase details. This lets the marketing team instantly tailor campaigns to target behaviors, boosting conversion rates.
Marketing & Marketing OpsLearn how to automate Klaviyo on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Klaviyo + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Klaviyo and QuickBooks Online
How do I set up the integration between Klaviyo and QuickBooks Online?
To set up the integration between Klaviyo and QuickBooks Online, you'll need to create a Zap using our platform. First, choose Klaviyo as your trigger app and select an event like 'New Event'. Next, pick QuickBooks Online as your action app and specify an action such as 'Create Customer' or 'Create Invoice'. Follow the prompts to connect both accounts securely.
Can I trigger emails in Klaviyo based on new invoices in QuickBooks?
Yes, you can trigger emails in Klaviyo when a new invoice is created in QuickBooks Online. Set QuickBooks Online as your trigger app with the event 'New Invoice', then choose Klaviyo as your action app and select an email-related action like 'Send Email'. Configure the workflow to send personalized messages based on invoice details.
What type of data can be synced between Klaviyo and QuickBooks?
With our integration, you can sync various types of data including customer information, invoices, payments, and orders. When setting up triggers from QuickBooks like 'New Payment' or 'New Customer', actions can be tailored in Klaviyo such as updating profiles or sending targeted emails.
Are there any pre-built templates for integrating Klaviyo with QuickBooks?
While we don't offer ready-made templates specifically for the Klaviyo-QuickBooks Online integration, our Zap Editor makes it easy to build custom workflows from scratch. You'll find pre-defined triggers and actions which guide you through setup without any coding required.
How often does data sync between Klaviyo and QuickBooks using this integration?
The frequency of data syncing between Klaviyo and QuickBooks depends on how you've set up your triggers. Typically, Zaps are triggered immediately when an event occurs (such as a new invoice), which means seamless real-time updates between both applications.
Is it possible to update existing customer records in QuickBooks via activities from Klaviyo?
Yes, it's possible to update existing records. When a specific activity occurs in Klaviyo (for example, a customer opens an email), you can set up actions that automatically update or modify customer details in QuickBooks using the appropriate fields specified during setup.
Do I need technical skills to integrate Klaviyo with QuickBooks Online?
No technical skills are necessary to integrate these services using our platform. The integration process is intuitive with step-by-step guidance provided for selecting triggers like 'New Product' from QuickBooks or setting actions like updating records in Klaviyo.
