Outfield + QuickBooks Online

Create new QuickBooks Online customers from new Outfield accounts

Streamline your customer management process. This workflow steps in as soon as a new account is established in Outfield, ensuring the corresponding customer entry is created instantly in QuickBooks Online. Keep your records consistent and save valuable time spent manually creating entries, allowing you to focus on what matters most for your business.

When this happens...
New Account
Triggers when a new account is created, i.e. either a place or a contact.
TriggerScheduled
automatically do this!
Create Customer
Triggered when you add a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Account TypeRequired
- Team Member (optional)
Trigger
Scheduled
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- Team Member (optional)
Trigger
Scheduled
Try It
- Team Member (optional)
Trigger
Scheduled
Try It
- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Scheduled
Try It
- Activity TypeRequired
- Team MemberRequired
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write

- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- Task TitleRequired
- Due Date & TimeRequired
- Team MemberRequired
- Account ID (optional)
- Notes (optional)
Action
Write

- SearchRequired
- Account Type (optional)
- Team Member (optional)
- Account ID (optional)
Action
Search
- SearchRequired
- Account TypeRequired
- Team Member (optional)
- Account ID (optional)
- Account NameRequired
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Search or write
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
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New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
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New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
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New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
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Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
Try It
- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
- Payment TypeRequired
- Bank/Credit AccountRequired
- 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
Action
Write
- Journal Date
- Journal Number
- AccountRequired
- Debit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
- 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
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- 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
Write
- VendorRequired
- Purchase Order Status
- Mailing Address
- Shipping Address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- InvoiceRequired
- EmailRequired
Action
Write
- Time Activity TypeRequired
Action
Write
- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Search or write

- Team Member (optional)
- Activity Type (optional)
- Form (optional)
Trigger
Scheduled
Try It
- Team Member (optional)
Trigger
Scheduled
Try It
Point System Specs
Get point system specs for dropdown
Trigger
Scheduled
Try It
- Account NameRequired
- Account TypeRequired
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Write
- Account IDRequired
- Calendar Event TypeRequired
- Team MemberRequired
- Start TimeRequired
- End TimeRequired
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- Team MemberRequired
- Point System SpecRequired
- Amount
Action
Write
- SearchRequired
Action
Search
New Account
Triggered when you add a new account.
Trigger
Scheduled
Try It
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
Try It
New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
Try It
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
- Credit Memo Number
- Class
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
- Number
- Line AmountRequired
- Line Description
- Line Item/Product
- Line Item Quantity
- Line Item Tax Code
- Line Item Service Date
- Rate
- Expiration Date
- Message displayed on estimate
- Billing Address
- Shipping Address
- Shipping amount
- Bill Email
- Send later
- Discount Value
- Discount Percent
Action
Write
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- AmountRequired
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
- Line Amount
- Memo
- Line Linked Invoice
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
- Refund Receipt Date
- Refund Receipt Number
- Transaction Class
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- Phone
- Mobile
- Fax
- Other
- Website
- Print On Check As
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption Details
Action
Write
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Account NameRequired
Action
Search
- Invoice NumberRequired
Action
Search
- NameRequired
Action
Search
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Search or write

About Outfield

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices

Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

By team

Outfield + QuickBooks Online

Create new QuickBooks Online customers from new Outfield accounts

New Account

Team Member (optional)

New Calendar Event

Team Member (optional)

New Incomplete Task

Team Member (optional)

New or Updated Activity

Team Member (optional)

Activity Type (optional)

Form (optional)

Create Activity

Activity TypeRequired

Team MemberRequired

Account ID (Required Unless Task)

Title (optional)

Notes (optional)

Start Time (optional)

End Time (optional)

Reported Duration (in seconds) (optional)

Start Latitude (optional)

Start Longitude (optional)

End Latitude (optional)

End Longitude (optional)

Call Result (optional)

Create Deal

Deal Name (optional)

Deal Amount (optional)

Team Member (optional)

Deal Stage (optional)

Account ID (optional)

Lead Contact ID (optional)

Notes (optional)

Create Incomplete Task

Task TitleRequired

Due Date & TimeRequired

Team MemberRequired

Account ID (optional)

Notes (optional)

Find Account (Or Optionally Create)

SearchRequired

Account Type (optional)

Team Member (optional)

Account ID (optional)

Find or Create Account

SearchRequired

Account TypeRequired

Team Member (optional)

Account ID (optional)

Account NameRequired

Title (optional)

Address Street1 (optional)

Address Street2 (optional)

Address City (optional)

Address State/Region (optional)

Address Postal Code (optional)

Address Country (optional)

Address Latitude (optional)

Address Longitude (optional)

Phone (optional)

Email (optional)

Website (optional)

New Bill

New Estimate

New Invoice

New Sales Receipt

New Purchase Order

Updated Customer

Create Bill (Item Based)

VendorRequired

Bill Number

Line Item

Line Description

AmountRequired

Qty

Unit Price