QuickBooks Online

QuickBooks Online Integrations

  • Create QuickBooks Online customers with sales receipts for new Stripe charges

    Increased sales don't have to mean more time lost to paperwork — let Zapier be your personal accountant.

    This Multi-Step Stripe-QuickBooks Online integration will trigger for any new Stripe charges, automatically finding the right QuickBooks Online customer or creating them if they don't exist, followed by issuing a sales receipt in their name — all in one go.

    How It Works

    Trigger:

    A new Stripe charge is processed

    Automatic Zapier Actions:

    1. A QuickBooks Online customer is found or created
    2. A new sales receipt is issued in their name

    What You Need

    • Stripe account
    • QuickBooks Online account
  • Add new Stripe charges to QuickBooks Online as sales receipts

    Stripe's suite of APIs enable you to accept payments on your mobile app, online storefront or subscription service. Use this Stripe QuickBooks Online integration to add new charges processed by Stripe to QuickBooks Online as new sales receipts.

    Use this Zap alongside the "Add new Stripe customers to QuickBooks Online as customers" to complete the accounting entries in QuickBooks Online for your online sales transaction.

    Note: This Zapier integration doesn't create charges from existing Stripe based payments, only charges recorded by Stripe after you've set it up.

    How It Works

    1. A new charge is created by a Stripe based payment transaction
    2. Zapier adds that customer data to QuickBooks Online as a new customer

    What You Need

    • Stripe account and Stripe API enabled app or payment process
    • QuickBooks Online account
  • Create QuickBooks Online sales receipts from new WooCommerce orders

    Small business owners are constantly battling to keep up with bookkeeping. It's like you blinked and another customer's sale information fell through the cracks. This Zapier integration automates the process of sending your WooCommerce orders to Quickbooks Online and generating a receipt. It is just the tool to update your records and to tie your bookkeeping together.

    Note: Your customers will have to be listed in QuickBooks Online first for the integration to work.

    How It Works

    1. New website orders using the WooCommerce plugin trigger Zapier
    2. Zapier tells Quickbooks Online to generate a sales receipt

    What You Need

    • Self-hosted WordPress website
    • WooCommerce account
    • Quickbooks online account
  • Add new WooCommerce orders to QuickBooks Online as customers

    WooCommerce is a flexible Wordpress plugin that turns your site into an eCommerce store. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new WooCommerce customer completed orders to QuickBooks Online as new customers. Once you set up this WooCommerce QuickBooks Online integration, new completed orders from that point forward are individually added as customers to Quickbooks Online.

    Note: This Zapier integration doesn't import existing completed WooCommerce orders into QuickBooks Online, only new completed orders after you've set it up.

    How It Works

    1. A new WooCommerce order is paid for
    2. Zapier adds that order detail to QuickBooks Online as a customer.

    What You Need

    • WooCommerce account and a WooCommerce enabled order form
    • QuickBooks Online account
  • Create invoices for QuickBooks Online customers from new Shopify orders

    You're busy fulfilling new orders, no time to worry about paperwork — until it catches up to you. Make sure that never happens by setting up this Shopify-QuickBooks Online integration.

    Once active, it will trigger with new Shopify orders, automatically searching for the appropriate QuickBooks Online customer and adding them if they aren't already in your system, wrapping up by creating an invoice in their name with the details you need from the order.

    How It Works

    Trigger:

    A new order is paid on Shopify

    Automatic Zapier Actions:

    1. A QuickBooks Online customer is found or created
    2. An invoice is created in their name

    What You Need

    • Shopify account
    • QuickBooks Online account
  • Add new QuickBooks Online invoices to a Google Sheets spreadsheet as new rows

    If you use Google Sheets to track or report on your invoicing you can use Zapier to automatically start adding new QuickBooks Online invoices to a Google Sheets spreadsheet. In setting up this Quickbooks Online Google Sheets integration, once you have selected your worksheet you will be able to send QuickBooks Online invoice data to specific columns in your spreadsheet.

    Note: This Zapier integration doesn't import existing QuickBooks Online invoices into Google Sheets, only new invoices after you've set it up.

    How It Works

    1. A new QuickBooks Online invoice is created.
    2. Zapier adds that invoice to Google Sheets as a new row in a spreadsheet.

    What You Need

    • QuickBooks Online account
    • Google Sheets account
  • Create ShipStation order from QuickBooks invoices

    Someone has made a purchase from you, awesome! Now you need to get it to them, which can be a bit tedious. Take care of that automatically by sending your QuickBooks Online invoices to ShipStation. They'll arrive as new orders, ready for you to send them on their way!

    How It Works

    1. An invoice is created in QuickBooks Online
    2. Zapier creates an order in ShipStation

    What You Need

    • QuickBooks Online account
    • ShipStation account
  • Add new QuickBooks Online customers to Google Contacts as contacts

    If you need to send ad hoc emails to your QuickBooks Online customers using Gmail, you can use this Quickbooks Google Contacts integration to automatically start adding new QuickBooks Online customers to Google Contacts.

    Note: This Zapier integration doesn't import existing QuickBooks Online customers into Google Contacts, only new customers after you've set it up.

    How It Works

    1. A new QuickBooks Online customer is created.
    2. Zapier adds that customer to Google Contacts as a new contact.

    What You Need

    • QuickBooks Online account
    • Google Contacts account
  • Add new Salesforce accounts to QuickBooks Online as customers

    Salesforce is a highly effective customer relationship management system covering aspects of customer interface from sales and marketing to customer service. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new Salesforce accounts to QuickBooks Online as new customers through this Salesforce Quickbooks Online integration.

    Note: This Zapier integration doesn't import existing Salesforce accounts into QuickBooks Online, only new accounts after you've set it up.

    How It Works

    1. A new Salesforce account is created.
    2. Zapier adds that account to QuickBooks Online as a customer.

    What You Need

    • Salesforce account
    • QuickBooks Online account
  • Add PayPal customers to QuickBooks Online

    When you’re using one system for transactions and another for accounting, you don’t want any information to get lost between the two, especially when it comes to customers - the heart of your business. This Zapier integration automatically adds a customer to QuickBooks Online whenever a successful sale is completed in PayPal.

    How It Works

    1. A successful sale occurs in PayPal
    2. Zapier adds a customer to QuickBooks Online

    What You Need

    • PayPal account
    • QuickBooks Online account
  • Create QuickBooks Online sales receipts for new Braintree transactions

    Thinking about ways to improve your sales process efficiency? Why not have QuickBooks Online receipts created automatically for every new transaction on Braintree as it happens, making sure your workflow never slows you down? Well with this Braintree QuickBooks Online integration you get just that.

    How It Works

    1. A new transaction is recorded on Braintree
    2. Zapier automatically adds a new sales receipt on QuickBooks Online

    What You Need

    • Braintree account
    • QuickBooks Online account
  • Add QuickBooks customer from Gravity Forms form entry

    Whether you're selling products directly from your Gravity Forms form, or are just using your form to start your relationship with potential customers, you can add each person who fills out your form as a customer to QuickBooks with this integration. That way, when they are ready to buy, you can send them an invoice directly from QuickBooks.

    How it Works

    Zapier will watch your Gravity Forms form for new entries. Whenever your form is filled out, Zapier will copy the info and use it to add a new customer to you QuickBooks Online account.

    What You Need

    • A Gravity Forms form
    • A QuickBooks Online account

    Got that? Then let's get started.

  • Add new QuickBooks Online customers to MailChimp as subscribers

    If you need to send standard and follow up emails to your QuickBooks Online customers, you can use this Quickbooks MailChimp integration to automatically start adding new QuickBooks Online customers to MailChimp as new subscribers on a MailChimp list.

    Note: This Zapier integration doesn't import existing QuickBooks Online customers into MailChimp, only new customers after you've set it up.

    How It Works

    1. A new QuickBooks Online customer is created.
    2. Zapier adds that customer to MailChimp as a new subscriber in a MailChimp list.

    What You Need

    • QuickBooks Online account
    • MailChimp account
  • Add new FreshBooks invoices to QuickBooks as new invoices

    FreshBooks is a great team tool for time tracking and invoicing, but if your main accounting application is QuickBooks Online then you can use Zapier to automatically add new FreshBooks invoices to QuickBooks Online. You can set up this integration to add FreshBooks invoices to QuickBooks Online customers based on customer name or customer email address. Once you set up this FreshBooks QuickBooks Online integration, new invoices from that point forward are individually added to QuickBooks Online.

    Note: Be sure you've added your FreshBooks contacts to QuickBooks first so this integration can lookup your contacts correctly. If you haven't already, use this integration to add your FreshBooks clients to QuickBooks automatically.

    How It Works

    1. A new FreshBooks invoice is created
    2. Zapier adds that invoice to QuickBooks Online as a new invoice

    What You Need

    • A FreshBooks account
    • A QuickBooks Online account
  • Create QuickBooks invoices from new Stripe charges

    Your book-keeping doesn't have to wait you get round to it at the end of the month. With this Stripe-QuickBooks integration in your toolkit, Zapier will keep up with it for you. We'll watch your Stripe account after you set up this Zap; whenever a new charge is detected, the information is sent to QuickBooks and a new invoice will be prepared for the matching customer email.

    How It Works

    1. A new Stripe charge is processed
    2. Zapier automatically creates an invoice on QuickBooks

    What You Need

    • Stripe account
    • QuickBooks account
  • Add new Stripe customers to QuickBooks Online as customers

    Stripe's suite of APIs enable you to accept payments on your mobile app, online storefront or subscription service. Use Zapier to add new customers processed by Stripe to QuickBooks Online.

    Use this Zap alongside the "Add new Stripe charges to QuickBooks Online as sales receipts" to complete the accounting entries in QuickBooks Online for your online sales transaction.

    Note: This Zapier integration doesn't create customers from existing Stripe based payments, only customers recorded by Stripe after you've set it up.

    How It Works

    1. A new customer is created in a Stripe payment transaction
    2. Zapier adds that customer data to QuickBooks Online as a new customer

    What You Need

    • Stripe account and Stripe API enabled app or payment process
    • QuickBooks Online account
  • Add new Google Contacts to QuickBooks Online as customers

    Google Contacts is the default storage mechanism for your GMail contacts. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new Google Contacts to QuickBooks Online as new customers. You can filter the contacts to send to QuickBooks Online by assigning a specific Contact Group in Google Contacts and setting that Contact Group through this integration as well. You can even assign Google Contacts data, or other integration defaults, to User Defined fields in QuickBooks Online.

    Note: This Zapier integration doesn't import existing Google Contacts data into QuickBooks Online, only new contacts after you've set it up.

    How It Works

    1. A new contact is created in Google Contacts, optionally with a specific Contact Group assigned.
    2. Zapier adds that account to QuickBooks Online as a customer.

    What You Need

    • Google Contacts account
    • QuickBooks Online account
  • Save QuickBooks Online customers to Zoho CRM as contacts

    Running a customer focused business means knowing who your customers are. This QuickBooks Online Zoho CRM integration makes life a little easier for you by automatically saving your new QuickBooks Online customers as contacts to Zoho CRM. That way you can use Zoho CRM to automatically nurture your customers for future sales.

    Note: Works for any new QuickBooks Online customer once turned on.

    How It Works

    1. Add a new customer to QuickBooks Online
    2. Zapier automatically adds that customer to Zoho CRM as a contact

    What You Need

    • QuickBooks Online account
    • Zoho CRM account
  • Create QuickBooks Online invoices for new invoices on Zoho Invoice

    Looking to unify a scattered invoicing and accounting process? This Zap can help ensure your data match across both Zoho Invoice and QuickBooks Online. Once you've completed the setup process, the automation will watch for any new invoices on Zoho Invoice; if any is detected, a new QuickBooks Online invoice will be issued to the customer you specify automatically. Go hands off with Zapier automation, with the added benefit of streamlining your workflow!

    How It Works

    1. A new invoice is created on Zoho Invoice
    2. Zapier automatically creates an invoice on QuickBooks Online

    What You Need

    • Zoho Invoice account
    • QuickBooks Online account
  • Create QuickBooks Online estimates when Pipedrive deals reach certain stages

    The sooner you get those estimates in your customers' hands, the faster you can get them approved. Let this automation do the work once you're ready for it: Once active, it will trigger whenever a new deal is added to the appropriate stage on Pipedrive, sending the details to QuickBooks Online and preparing an estimate for the matching customer so you don't have to.

    How this Pipedrive-QuickBooks Online integration works

    1. A new deal is added to a stage on Pipedrive
    2. Zapier automatically creates a new estimate on QuickBooks Online

    Apps involved

    • Pipedrive
    • QuickBooks Online
  • Add new Wufoo entries to QuickBooks Online as customers

    Wufoo is an easy way to create and manage HTML forms. Use Zapier to start adding new customers to your accounting system as form entries are submitted. Take email addresses, names, and any other information you'd like to collect and create a brand new customers within QuickBooks Online automatically. Once you set up this Wufoo QuickBooks Online integration, new Wufoo entries from that point forward are individually added to QuickBooks Online as customers.

    Note: This Zapier integration doesn't create QuickBooks Online customers from Wufoo form entries that have already been submitted, only entries that are created after you've set it up.

    How It Works

    1. A new Wufoo entry is created
    2. Zapier adds the data submitted to QuickBooks Online as a customer

    What You Need

    • Wufoo account
    • QuickBooks Online account
  • Create QuickBooks Online invoices for customers with successful PayPal sales

    Your accounting needs the latest data to stay accurate, but you don't have time to enter those PayPal sales yourself. If that sounds familiar, try this Multi-Step PayPal-QuickBooks Online integration.

    Triggered with every new PayPal sale, it will automatically check for a matching user on QuickBooks Online, creating one if they're not found, and then issue them an invoice with the information from your sale.

    How It Works

    Trigger:

    A new sale is successfully processed by PayPal

    Automatic Zapier Actions:

    1. An existing QuickBooks Online customer is found or created
    2. A new invoice is created for them

    What You Need

    • PayPal account
    • QuickBooks Online account
  • Create Quickbooks receipts for ShipStation orders

    With the power of QuickBooks to keep track of your sales, and ShipStation's e-commerce efficiency, automating the two together just makes sense. Every time new orders import into your ShipStation account, Zapier can automatically create new sales receipts in QuickBooks.

    Note: This Zapier integration doesn't import existing ShipStation orders into QuickBooks Online, only new orders that import after you've set it up.

    How It Works

    1. You have a new ShipStation order
    2. Zapier creats a sales receipt in QuickBooks Online

    What You Need

    • ShipStation account
    • QuickBooks Online account
  • Add new paid reservations from Limo Anywhere to QuickBooks Online as sales receipts

    Save valuable time and prevent costly errors by outsourcing your data entry to Zapier. Once active, this automation will automatically fire off once a trip is paid in full on Limo Anywhere, creating a sales receipt on QuickBooks Online for each one so that you can be sure all your paperwork will be done for you.

    Note: This integration is configured to show trip/routing details and total trip cost.

    How this Limo Anywhere-QuickBooks Online integration works

    1. A new trip is paid in full in Limo Anywhere
    2. Zapier creates a sales receipt for it in QuickBooks Online

    Apps involved

    • Limo Anywhere
    • QuickBooks Online
  • Add new tagged Infusionsoft contacts to QuickBooks Online as customers

    Tags are one of the most powerful segmentation tools in Infusionsoft, segmenting your contacts into very specific lists. You can use this capability to trigger Zapier to automatically create new QuickBooks Online customers from Infusionsoft contacts when they are tagged with a specific tag.

    Note: This Zapier integration doesn't create customers from existing "tagged" Infusionsoft contacts, only contacts who are tagged after you've set it up.

    How It Works

    1. A specific Infusionsoft tag is added to a contact
    2. Zapier adds that contact data to QuickBooks Online as a new customer

    What You Need

    • Infusionsoft account and specific tag created
    • QuickBooks Online account

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QuickBooks Online Integration Details
Premium

Launched on Zapier June 23, 2012

Data entry can be the most tedious part of any sale. Zapier and Quickbooks take the headache out of the process by automatically creating sales receipts and invoices. And after your sale, you can use Zapier to stay connected to your users and foster relationships with loyal customers.

Here are some creative ways to use QuickBooks Online with Zapier:

  • Stop spending time on tedious, manual data entry when you use Zapier to add new PayPal sales or Stripe charges as sales receipts in QuickBooks Online.
  • After an order is complete, you’ll want to keep your customers informed about your latest sales promotions, new products on the shelves, and company news. Use Zapier to subscribe new customers in QuickBooks Online to your MailChimp list.
  • Back up your data when you use Zapier to add new QuickBooks Online invoices to a Google Sheets spreadsheet.

Zapier combines Triggers (like "New Payment") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following QuickBooks Online Triggers, Searches, and Actions are supported by Zapier:

Create Customer

Adds a new customer.

Create Sales Receipt

Adds a new sales receipt (with line item support).

Create Invoice

Adds a new invoice (with line item support).

Create Journal Entry

Creates a new journal entry.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Send Invoice

Send an existing invoice.

Create Refund Receipt

Creates a new refund receipt.

Create Purchase Order

Creates a new purchase order.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Credit Memo

Creates a new credit memo.

Create Vendor

Adds a new vendor.

Create Time Activity

Creates a new single time activity.

Send Sales Receipt

Send an existing sales receipt.

Create Estimate

Create a new estimate (with line item support).

Create Payment

Creates a new payment, optionally linked to an invoice.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Update Invoice

Updates an existing invoice (with line item support).

Create Product/Service

Creates a new product or service.

Create Expense

Creates a new expense using check, cash, or credit card.

New Payment

Triggered when a payment is received (with line item support).

New Vendor

Triggered when a new vendor is added.

New Estimate

Triggered when you add a new estimate.

New Customer

Triggered when you add a new customer.

New Account

Triggered when you add a new account.

New Sales Receipt

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

New Invoice

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

New Invoice

Triggered when you add a new invoice.

New Purchase Order

Triggers when a new purchase order is added.

New Bill

Triggers when a new bill is added.

New Sales Receipt

Triggered when a new sales receipt is added.

New Expense

Triggers when a new expense is added.

Find Customer

Find a customer by name or email address.

Find Product(s)

Find a product by name (with line item support)

Find Vendor

Find a vendor by name.

Find Invoice

Find an invoice by number.

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