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QuickBooks Online + ServeManager

Add new ServeManager companies to QuickBooks Online as customers

Using multiple apps to track your invoicing and accounting doesn't have to result in time-wasting double entry. Set up this integration, and we'll streamline the process for you. It will fire off automatically whenever you create a new company in ServeManager, creating a matching customer on QuickBooks Online so you're always prepared when the time comes to file your paperwork.

Using multiple apps to track your invoicing and accounting doesn't have to result in time-wasting double entry. Set up this integration, and we'll streamline the process for you. It will fire off automatically whenever you create a new company in ServeManager, creating a matching customer on QuickBooks Online so you're always prepared when the time comes to file your paperwork.

  1. short arrow
    long arrow
    When this happens...
    ServeManagerServeManager
    New Company

    Triggers when a new company is created.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Adds a new customer.

    ActionWrite

Supported triggers and actions

What does this mean?
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quickbooks logo
quickbooks logo

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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Related categories

  • Accounting

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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.
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