New for QuickBooks Online: Send Invoices with Zaps, Plus More Fields for New Invoices, Customers, and Sales Receipts

With the most recent updates to Zapier's QuickBooks Online integration, there are now even more ways to automate your accounting workflows. Now you can use the data from any of your other apps to send invoices automatically. Plus, there are now more options when creating new invoices, customers, and sales receipts via Zapier. With the tedious work taken care of, you can spend more time building relationships with your clients, and less time on the paperwork.

What's New with QuickBooks Online

New Action

• Send Invoice: Sends an existing invoice.

New Options

• When using the Create Invoice Action, you can now fill in class, location, a line item/product field, currency ref type, line item price field, a taxes field, and mark the created action as paid.
• When using the Create Customer Action, you can now specify the country and multiple addresses, currency, and fill in the Display Name.
• When using the Create Sales Receipt Action, you can now choose to email the sales receipt to the customer, specify the payment method, include a discount, specify "income amount", fill in billing/shipping address, payment method, payment reference number, and class.

How to Automate QuickBooks Online with Zapier

1. Make sure you have a Zapier account and an QuickBooks Online account

2. Try some pre-made QuickBooks Online integrations and learn more about how QuickBooks Online works with Zapier

3. Check out our QuickBooks Online help documentation for details on connecting your account and setting up your first Zap

4. Or login to build a custom workflow with QuickBooks Online and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use QuickBooks Online with Zapier.