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 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
Add new ServeManager companies to QuickBooks Online as customers
ServeManager integration logo

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.

QuickBooks Online integration logo

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.

What Is Zapier?

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