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Set up your first integration
Quickly connect Microsoft Office 365 to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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Practical ways you can use Microsoft Office 365 and QuickBooks Online
Schedule follow-up emails for new customers.
When a new customer is added to QuickBooks Online, Zapier triggers an email to be sent using Microsoft Office 365, ensuring every customer receives a timely welcome or follow-up message. This improves customer satisfaction and reduces manual follow-ups.
Business Owner
Log invoices into a central calendar.
When a new invoice is added to QuickBooks Online, Zapier creates a calendar event in Microsoft Office 365. This allows IT teams to schedule reviews or track due dates, adding visibility and reducing missed deadlines.
ITAlign project timelines with invoice due dates.
When a new invoice is due in QuickBooks Online, Zapier updates or creates a calendar event in Microsoft Office 365 to align financial timelines with project schedules. This helps ensure projects stay on track while factoring in cash flow.
Project ManagementLearn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and QuickBooks Online
How can I integrate Microsoft Office 365 with QuickBooks Online?
You can integrate Microsoft Office 365 with QuickBooks Online using our automation platform. Set up triggers in Office 365, like new emails or calendar events, to automatically create or update records in QuickBooks Online.
What triggers are available for Microsoft Office 365 and QuickBooks Online integrations?
Our platform supports various triggers such as receiving a new email, adding a new contact, or creating a calendar event in Office 365. These can initiate actions in QuickBooks Online like creating an invoice, updating customer details, or logging expenses.
Do I need technical skills to integrate Microsoft Office 365 with QuickBooks?
No technical skills are required. Our user-friendly interface guides you through setting up triggers and actions between Microsoft Office 365 and QuickBooks Online without coding.
Can changes made in QuickBooks Online trigger actions in Microsoft Office 365?
Yes, changes such as adding a new customer or modifying an invoice in QuickBooks Online can trigger actions like sending a notification email or adding a note to OneNote in Microsoft Office 365.
Is it possible to synchronize contacts between Outlook and QuickBooks Online automatically?
Yes, you can automate the synchronization of contacts between Outlook and QuickBooks Online by setting up triggers that update records whenever a contact is added or modified.
How often do the integrations run between Microsoft Office 365 and QuickBooks?
Integrations typically run instantly as triggered by any defined event within Microsoft Office 365 or QuickBooks. However, some processes might take a short while depending on the complexity of the task.
Are there any limitations on the number of automations we can set up between these apps?
There are no specific limitations on the number of automations you can establish between Microsoft Office 365 and QuickBooks Online. The only constraints would be based on your current plan's allowance for tasks executed monthly.
