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 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
- A new company is created in ServeManager
- Zapier creates a new customer in QuickBooks online
- QuickBooks Online
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Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Creates a new company.
Triggered when you add a new account.
Creates a new job.