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  • ServeManager logoServeManager logo

QuickBooks Online + ServeManager Integrations

How to connect QuickBooks Online + ServeManager

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  • QuickBooks Online triggers, actions, and search
    New Account
    Triggered when you add a new account.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Bill
    Triggers when a new bill is added.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Customer
    Triggered when you add a new customer.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Estimate
    Triggered when you add a new estimate.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Expense
    Triggers when a new expense is added.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Invoice
    Triggered when you add a new invoice.
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Invoice
    Triggered when you add a new invoice (with line item support).
    Trigger
    Scheduled
  • QuickBooks Online triggers, actions, and search
    New Sales Receipt
    Triggered when a new sales receipt is added (with line item support).
    Trigger
    Scheduled
  • QuickBooks Online

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

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

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

    Scheduled

    Action

  • QuickBooks Online

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

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

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

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

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

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

  • ServeManager

    Triggers when an invoice is issued.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new affidavit document is created.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new attempt is logged.

    Scheduled

    Trigger

  • ServeManager

    Triggers when a new company is created.

    Scheduled

    Trigger

  • ServeManager

    Triggers when new job is created.

    Scheduled

    Trigger

  • ServeManager

    Creates a new company.

    Scheduled

    Action

  • ServeManager

    Creates a Court Case.

    Scheduled

    Action

  • ServeManager

    Upload a file to an existing job.

    Scheduled

    Action

  • ServeManager

    Creates a new job.

    Scheduled

    Action

  • ServeManager

    Create a new note on a job.

    Scheduled

    Action

  • ServeManager

    Find an existing company.

    Scheduled

    Action

  • ServeManager

    Find an existing court case.

    Scheduled

    Action

  • ServeManager

    Finds an existing job.

    Scheduled

    Action

  • ServeManager

    Find or Create Company

    Scheduled

    Action

  • ServeManager

    Find or Create Court Case

    Scheduled

    Action

  • ServeManager

    Find or Create Job

    Scheduled

    Action

How QuickBooks Online + ServeManager Integrations Work

  1. Step 1: Authenticate QuickBooks Online and ServeManager.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.
Learn more

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About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
Learn more

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