Integrate Microsoft Teams with QuickBooks Online to automate your work

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QuickBooks OnlineQuickBooks Online
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Teams with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Teams

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Teams, a trigger could be "New Channel."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Teams to QuickBooks Online

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Teams to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Teams + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and QuickBooks Online

You can set up a trigger in Microsoft Teams by selecting specific events, such as a new message or a channel activity. Once these events occur, they will automatically initiate actions within QuickBooks Online, like creating an invoice or updating customer details.

When a trigger from Microsoft Teams is activated, our integration allows for various actions within QuickBooks Online. These include creating or updating customers, generating invoices, and logging expenses. These actions help streamline your accounting processes directly from your team communications.

Yes, you can set up notifications to receive updates in Microsoft Teams whenever certain activities occur in QuickBooks Online, such as invoice creation or payment received. This enables real-time monitoring of financial transactions without switching platforms.

While direct report generation isn't triggered from within Microsoft Teams through our integration, you can automatically push data necessary for reports into designated areas of QuickBooks Online and set reporting reminders so you're alerted when it's time to run them manually.

Our integration primarily focuses on facilitating basic accounting operations like invoicing and customer management. Complex datasets beyond transactional records may require custom solutions outside of our standard triggers and actions.

We prioritize security by implementing robust encryption protocols during data transmission between Microsoft Teams and QuickBooks Online. This ensures that all sensitive information remains confidential and protected against unauthorized access during integration processes.

Yes, this customization is possible. You can define triggers based on specific channels or even individual teams within Microsoft Teams. This allows for more targeted interactions with QuickBooks Online, ensuring precise workflows that match your organizational structure.

Connect Microsoft Teams and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Microsoft Teams and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start here
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Choose an Action

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.

    • Team
      Required
    Trigger
    Scheduled
    Try It
    • Chat
      Required
    • Exclude messages by you?
    Trigger
    Scheduled
    Try It
    • Team
      Required
    Trigger
    Scheduled
    Try It
    • Team
      Required
    • Channel
      Required
    • Message
      Required
    Trigger
    Scheduled
    Try It
    • Team
      Required
    • Channel
      Required
    • Member
    • Highlight Word
    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search
    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • Team
      Required
    • Channel
      Required
    Trigger
    Scheduled
    Try It
    • Team
      Required
    • Channel Name
      Required
    • Description
    • Favorite for All?
    Action
    Write

Learn how to automate Microsoft Teams on the Zapier blog

Automate QuickBooks Online: get inspired on the Zapier blog

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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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    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.
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