QuickBooks Online + Xero

Create new QuickBooks Online customers from Xero quotes

Effortlessly maintain your customer records across accounting platforms with this workflow. When a new quote is created in Xero, it will trigger the process to add a new customer in QuickBooks Online. Keep your customer information updated and organized without manual data entry, saving you time and ensuring accuracy in your financial management.

Effortlessly maintain your customer records across accounting platforms with this workflow. When a new quote is created in Xero, it will trigger the process to add a new customer in QuickBooks Online. Keep your customer information updated and organized without manual data entry, saving you time and ensuring accuracy in your financial management.

  1. When this happens...
    XeroXero
    New Quote

    Triggers when a new quote is created.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Scheduled
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    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Quote Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
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    • OrganizationRequired

    • Purchase Order Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Scheduled
    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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  • Accounting

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

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  • Accounting

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