When this happens...
QuickBooks OnlineNew Invoice
Then do this...
WebMergeCreate Document Merge

Want a simple way to make personalized documents—perhaps contracts, receipts, or introductory letters—for your customers in QuickBooks? This Zap will let you automatically create any personalized documents you need in WebMerge anytime you add a new invoice in QuickBooks.

How it Works

Zapier will watch your QuickBooks account for new invoices. Whenever you add a new invoice, it'll copy the contact info and sent it to WebMerge where it'll be combined with your document templates into personalized documents.

What You Need

  1. An QuickBooks Account with invoices
  2. A WebMerge Account with a Document Template (check this WebMerge tutorial for more info)

Got that? Then let's get started.

Premium
QuickBooks Online is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect QuickBooks Online + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Payment

Triggered when a payment is received (with line item support).

Create Customer

Adds a new customer.

New Vendor

Triggered when a new vendor is added.

Create Sales Receipt

Adds a new sales receipt (with line item support).

New Estimate

Triggered when you add a new estimate.

Create Invoice

Adds a new invoice (with line item support).

New Customer

Triggered when you add a new customer.

Create Data Route Merge

Send data to your Data Route URL.

New Account

Triggered when you add a new account.

Create Document Merge

Send data to your Merge URL.

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Become a Zapier Integration Partner

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.

Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.