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Microsoft SharePoint logoMicrosoft SharePoint logo
QuickBooks Online logoQuickBooks Online logo
Microsoft SharePoint logoMicrosoft SharePoint logo

QuickBooks Online + Microsoft SharePoint

QuickBooks Online + Microsoft SharePoint

QuickBooks Online + Microsoft SharePoint integrations

Create new QuickBooks Online customers from new Microsoft SharePoint list items

Create a seamless bridge between your Microsoft SharePoint and QuickBooks Online applications with this efficient workflow. Whenever a new list item appears in your SharePoint, this process promptly forms a new customer profile in QuickBooks Online. This automation not only streamlines data input but also ensures every SharePoint list item receives an equivalent customer profile in your financial software. Experience a more coherent and integrated system as your team works.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Create Customer
    Create Customer
    Create CustomerTriggers when you add a new customer.
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More things you can do with Microsoft SharePoint and QuickBooks Online

Discover other triggers and actions you can use with Microsoft SharePoint and QuickBooks Online

    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Info
    • Source Site
      Required
    • Source Document Library
      Required
    • File or Folder ID
      Required
    • Destination Site
      Required
    • Destination Document Library
      Required
    • Destination Folder
    Action
    Write
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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 Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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