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QuickBooks Online + ShareFile

QuickBooks Online + ShareFile

QuickBooks Online + ShareFile integrations

Create ShareFile folders from new Quickbooks online customers

The accounting for new customers is sure to bring about a series of documents, from receipts to contracts and otherwise. Stay organized by having containers created for everyone automatically. Turn on this integration and we'll monitor QuickBooks Online for you, automatically creating a folder on ShareFile for every new client you add so their digital paperwork always has a home.

  1. When this happens...
    Updated Customer
    Updated Customer
    Updated CustomerTriggers when an existing customer is updated.
  2. automatically do this!
    Create Folder
    Create Folder
    Create FolderCreates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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More things you can do with QuickBooks Online and ShareFile

Discover other triggers and actions you can use with QuickBooks Online and ShareFile

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It
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About QuickBooks Online
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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About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.
Related categories

Related Zap Templates

  • Create ShareFile client users from QuickBooks customers