QuickBooks Online
When this happens...
ServeManagerNew Company
Then do this...
QuickBooks OnlineCreate 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 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

Why Zapier?


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

When this happens...
then do this!
New Payment

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

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

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

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create Company

Creates a new company.

New Account

Triggered when you add a new account.

Create Job

Creates a new job.

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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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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.

See ServeManager Integrations