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Add new ServeManager companies to QuickBooks Online as customers

  1. When this happensStep 1: New Company

  2. Then do thisStep 2: Create Customer

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.

How this ServeManager-QuickBooks Online integration works

  1. A new company is created in ServeManager
  2. Zapier creates a new customer in QuickBooks online

Apps involved

  • ServeManager
  • QuickBooks Online

Connect QuickBooks Online + ServeManager in Minutes

It's easy to connect QuickBooks Online + ServeManager and requires absolutely zero coding experience—the only limit is your own imagination.

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