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QuickBooks Online logoQuickBooks Online logo
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QuickBooks Online + Microsoft SharePoint

QuickBooks Online + Microsoft SharePoint

QuickBooks Online + Microsoft SharePoint integrations

Create new Microsoft SharePoint folders for each new customer in QuickBooks Online

Streamline your customer records management with this helpful workflow. When a new customer is added in QuickBooks Online, a dedicated folder is instantly created in Microsoft SharePoint. This efficient process aids in keeping necessary documents and details organized, making it easier to access specific customer records when needed. Improve your record-keeping practices and save time with this straightforward automation.

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More things you can do with QuickBooks Online and Microsoft SharePoint

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

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
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  • 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 Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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