QuickBooks Online + Microsoft SharePoint

Create new Microsoft SharePoint items for each new payment in QuickBooks Online

Track your QuickBooks Online transactions in a structured manner with this efficient workflow. As soon as a new payment is received in QuickBooks Online, a corresponding list item is created in your Microsoft SharePoint. It's the perfect way to ensure all your financial information is organized in a streamlined manner, resolving the problem of misplaced or overlooked transaction details.

Track your QuickBooks Online transactions in a structured manner with this efficient workflow. As soon as a new payment is received in QuickBooks Online, a corresponding list item is created in your Microsoft SharePoint. It's the perfect way to ensure all your financial information is organized in a streamlined manner, resolving the problem of misplaced or overlooked transaction details.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Payment

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

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    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.

Related categories

  • Accounting

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About Microsoft SharePoint

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

Related categories

  • Microsoft
  • Team Collaboration