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Zapier makes it easy to integrate Microsoft Office 365 with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Microsoft Office 365
Microsoft Office 365
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Microsoft Office 365
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
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 Microsoft Office 365 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.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount
Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payee_type
Required
Payment_type
Required
Bank/Credit Account
Required
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
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account
Required
Debit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account
Required
Credit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
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
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Required
Description
Quantity
Required
Rate
Amount
Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales_receipt
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item
Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Receipt ID
Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search By
Required
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
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
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
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
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Office 365 and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Microsoft Office 365 and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Office 365 and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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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 Microsoft Office 365 and QuickBooks Online
Schedule follow-up emails for new customers.
When a new customer is added to QuickBooks Online, Zapier triggers an email to be sent using Microsoft Office 365, ensuring every customer receives a timely welcome or follow-up message. This improves customer satisfaction and reduces manual follow-ups.
When a new invoice is added to QuickBooks Online, Zapier creates a calendar event in Microsoft Office 365. This allows IT teams to schedule reviews or track due dates, adding visibility and reducing missed deadlines.
When a new invoice is due in QuickBooks Online, Zapier updates or creates a calendar event in Microsoft Office 365 to align financial timelines with project schedules. This helps ensure projects stay on track while factoring in cash flow.
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your Microsoft Office 365 to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Office 365 + 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 Office 365 and QuickBooks Online
How can I integrate Microsoft Office 365 with QuickBooks Online?
You can integrate Microsoft Office 365 with QuickBooks Online using our automation platform. Set up triggers in Office 365, like new emails or calendar events, to automatically create or update records in QuickBooks Online.
What triggers are available for Microsoft Office 365 and QuickBooks Online integrations?
Our platform supports various triggers such as receiving a new email, adding a new contact, or creating a calendar event in Office 365. These can initiate actions in QuickBooks Online like creating an invoice, updating customer details, or logging expenses.
Do I need technical skills to integrate Microsoft Office 365 with QuickBooks?
No technical skills are required. Our user-friendly interface guides you through setting up triggers and actions between Microsoft Office 365 and QuickBooks Online without coding.
Can changes made in QuickBooks Online trigger actions in Microsoft Office 365?
Yes, changes such as adding a new customer or modifying an invoice in QuickBooks Online can trigger actions like sending a notification email or adding a note to OneNote in Microsoft Office 365.
Is it possible to synchronize contacts between Outlook and QuickBooks Online automatically?
Yes, you can automate the synchronization of contacts between Outlook and QuickBooks Online by setting up triggers that update records whenever a contact is added or modified.
How often do the integrations run between Microsoft Office 365 and QuickBooks?
Integrations typically run instantly as triggered by any defined event within Microsoft Office 365 or QuickBooks. However, some processes might take a short while depending on the complexity of the task.
Are there any limitations on the number of automations we can set up between these apps?
There are no specific limitations on the number of automations you can establish between Microsoft Office 365 and QuickBooks Online. The only constraints would be based on your current plan's allowance for tasks executed monthly.
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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.