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
Premium
QuickBooks Online is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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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Become a Zapier Integration Partner

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.

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.