QuickBooks Online + Teachworks
Create families in Teachworks for each new customer in QuickBooks Online
Ensure efficient team management by integrating QuickBooks Online with Teachworks. With this setup, every time a new customer is added in QuickBooks, an automatic update is made in Teachworks to create a new family. This streamlines your workflow, saving time on data entry while ensuring your records across both platforms remain consistently updated.
Ensure efficient team management by integrating QuickBooks Online with Teachworks. With this setup, every time a new customer is added in QuickBooks, an automatic update is made in Teachworks to create a new family. This streamlines your workflow, saving time on data entry while ensuring your records across both platforms remain consistently updated.
- When this happens...
New CustomerTriggered when you add a new customer.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create FamilyCreates a Family
ActionWriteCreate a new record or update an existing record in your app.
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New Account
Triggered when you add a new account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggered when you add a new customer.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when a new expense is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggered when a payment is received (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggered when a new vendor is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Currency
Global Tax Calculation
Description
AmountRequired
Billable?
Customer
Class
AccountRequired
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Send Later?
Billing Address
Credit Memo Date
Credit Memo Number
Class
AmountRequired
Service Date
Product/Service
Description
Quantity
Rate
Tax
Class
Message Displayed On Credit Memo
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Number
Line AmountRequired
Line Description
Line Item/Product
Line Item Quantity
Line Item Tax Code
Line Item Service Date
Rate
Expiration Date
Message displayed on estimate
Billing Address
Shipping Address
Shipping amount
Bill Email
Send later
Discount Value
Discount Percent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
Description On Sales Forms
Sales Price/Rate
Description On Purchase Forms
Cost
SKU
Category
Is Taxable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
AmountRequired
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Total AmountRequired
Unapplied Amount
Transaction Date
Payment Method
Payment Reference Number
Deposit To Account
Line Amount
Memo
Line Linked Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund FromRequired
Customer
Email
Billing Address
Refund Receipt Date
Refund Receipt Number
Transaction Class
Payment Method
Check Number
Print Later?
Product/ServiceRequired
AmountRequired
Service Date
Description
Quantity
Rate
Tax
Class
Message Displayed On Refund Receipt
Memo
Apply Tax After Discount?
Discount Value
Discount Percent
Sales Tax Rate
Shipping
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales ReceiptRequired
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print On Check As
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption Details
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
PhoneRequired
Email
Website
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lesson Completed
Triggers when a teacher is marked as completed by setting the attendance status in Teachworks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer (family or independent student) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is approved (ie. created or updated with status set to "Approved")
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lesson Participant
Triggers when a new lesson participant is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Other Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Unavailability
Triggers when a new unavailability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Wage Tier
Triggers when a new wage tier is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last NameRequired
Employee TypeRequired
Include as Teacher
Status
Email
Mobile Phone
Home Phone
Address
Address - Line 2
City
State
Zip
Country
Additional Notes
Birth Date
Hire Date
Position
Bio
Wage Type
Employee Wage
Wage Tier ID
Work Wage Type
Work Wage
Default Calendar View
Calendar Color By
Calendar Color
Subject IDs
Enable Email Lesson Reminders
Enable SMS Lesson Reminders
Unviewed
Send Welcome Email
Enable User Account
Permission - Other Teacher's Lessons
Permission - Student Contact Info
Permission - Calendar Events
Permission - Lesson Cost
Permission - Lesson Duration
Permission - Send Lesson Notes
Permission - Upload Files
Permission - Staff
Permission - Teachers
Permission - Students & Families
Permission - Accounting
Permission - Payroll & Hours
Permission - Services
Permission - Locations & Vehicles
Permission - Lesson Wage (Other's)
Permission - Analytics Reports
Permission - Tasks
Permission - Account Settings
Permission - Subscription
Permission - Integrations Settings
Permission - Send Emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First NameRequired
Last NameRequired
Email
Additional Email
Home Phone
Mobile Phone
Work Phone
Address
Address - Line 2
City
State
Zip or Postal Code
Country
Status
Unviewed
Stripe ID
Additional Notes
Send Welcome Email
Enable User Account
School
Grade
Calendar Color
Birth Date
Start Date
Billing Method
Student Cost
Cost Premium ID
Discount Rate
Lesson Reminder Emails
SMS Lesson Reminders
Lesson Notes Emails
Default Location ID
Default Service IDs
Default Teacher IDs
Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
DateRequired
AmountRequired
Description
Payment Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Student IDRequired
Custom Field IDRequired
Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Customer ID
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Student ID
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst NameRequired
Last NameRequired
Email
Customer IDRequired
Student ID
Sort Direction
Additional Email
Home Phone
Mobile Phone
Status
School
Grade
Additional Notes
Calendar Color
Birth Date
Start Date
Billing MethodRequired
Student Cost
Cost Premium ID
Discount Rate
Lesson Reminder Emails
Lesson Notes Emails
SMS Lesson Reminders
Default Location ID
Default Service IDs
Default Teacher IDs
Unviewed
Send Welcome Email
Enable User Account
Student Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFirst NameRequired
Last NameRequired
Email
Sort Direction
Salutation
Additional Email
Home Phone
Mobile Phone
Work Phone
Address
Address - Line 2
City
State
Zip or Postal Code
Country
Status
Unviewed
Stripe ID
Additional Notes
Send Welcome Email
Enable User Account
School
Grade
Calendar Color
Birth Date
Start Date
Billing Method
Student Cost
Cost Premium ID
Discount Rate
Lesson Reminder Emails
SMS Lesson Reminders
Lesson Notes Emails
Default Location ID
Default Service IDs
Default Teacher IDs
Student Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Estimate
Triggered when you add a new estimate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new purchase order is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggered when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendorRequired
Bill Number
Line Item
Line Description
AmountRequired
Qty
Unit Price
Line Class
AP Account
Customer
Due Date
Transaction Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Terms
Transaction Date
Due Date
Bill Number
Department
Global Tax Calculation
Product/Service
Description
Qty
Rate
AmountRequired
Billable?
Customer
Line Class
Tax Code
AP Account
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payee TypeRequired
Payment TypeRequired
Bank/Credit AccountRequired
Payment Date
Payment Method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Journal Date
Journal Number
AccountRequired
Debit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
AccountRequired
Credit AmountRequired
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line AmountRequired
Service Date
Line Description
Product/Service
Line Item Quantity
Line Item Unit Price
Line Item Tax Code
Line Item Class
Transaction Date
Total Discount
Payment Method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Currency
Exchange Rate
Class
Tax Code
Total Tax
Tax Calculation
Shipping Tax
Shipping Cost
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VendorRequired
Purchase Order Status
Mailing Address
Shipping Address
Purchase Order Date
Ship Via
Purchase Order Number
Account
Description
Amount
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Customer
Class
Your Message to Vendor
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Activity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Customer
Email
Cc
Bcc
Send Later?
Billing Address
Shipping Address
Terms
Invoice Date
Due Date
Ship Via
Shipping Date
Tracking Number
Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax Code
Total Tax
Tax Calculation
Apply Tax After Discount?
Discount Value
Discount Percent
Shipping Tax
Shipping
Deposit
Class
Department
Location
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Full NameRequired
Display Name
Title
First Name
Last Name
Company
Email
Phone
Mobile
Fax
Website
GST Registration Type
GSTIN
Address Line 1
Address Line 2
Address City
Address State Code
Address Zip Code
Address Country
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State Code
Shipping Address Zip Code
Shipping Address Country
Notes
Currency
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred Payment Method
Preferred Delivery Method
Terms
Customer Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Cost Premium
Triggers when a new cost premium is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Availability
Triggers when a new availability is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employee
Triggers when a new employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lesson
Triggers when a new lesson is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Package Balance Alert
Triggers when a low package balance alert is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Student
Triggers when a new student is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Wage Payment
Triggers when a new wage payment has been created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer IDRequired
First NameRequired
Last NameRequired
Email
Additional Email
Home Phone
Mobile Phone
Status
School
Grade
Additional Notes
Calendar Color
Birth Date
Start Date
Billing MethodRequired
Student Cost
Cost Premium ID
Discount Rate
Lesson Reminder Emails
Lesson Notes Emails
SMS Lesson Reminders
Default Location ID
Default Service IDs
Default Teacher IDs
Unviewed
Send Welcome Email
Enable User Account
Student Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salutation
First NameRequired
Last NameRequired
Email
Additional Email
Home Phone
Mobile Phone
Work Phone
Address
Address - Line 2
City
State
Zip or Postal Code
Country
Additional Notes
Status
Enable Email Lesson Reminders
Email Lesson Notes
SMS Lesson Reminders
Unviewed
Stripe ID
Send Welcome Email
Enable User Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lesson nameRequired
Description
Teacher IDRequired
Student ID(s)Required
Service IDRequired
Location IDRequired
Number of Student Spaces
Start date of the lessonRequired
Start time of the lessonRequired
End date of the lessonRequired
End time of the lessonRequired
Override Default Cost Calculation
Override Method
Custom Override Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Custom Field IDRequired
Custom Field Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Customer ID
Student ID
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee ID
First Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment DateRequired
Customer IDRequired
AmountRequired
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst NameRequired
Last NameRequired
Email
Sort Direction
Salutation
Additional Email
Home Phone
Mobile Phone
Work Phone
Address
Address - Line 2
City
State
Zip or Postal Code
Country
Additional Notes
Status
Enable Email Lesson Reminders
Email Lesson Notes
SMS Lesson Reminders
Unviewed
Stripe ID
Send Welcome Email
Enable User Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDateRequired
Customer IDRequired
AmountRequired
Sort Direction
Description
Payment Method
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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AccountingAbout Teachworks
Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.