QuickBooks Online + ServeManager

Create new invoices in QuickBooks Online when invoices are issued in ServeManager

This workflow starts when an invoice is released in ServeManager, prompting the creation of a similar invoice in QuickBooks Online. Ideal for businesses using both platforms, this automation helps in streamlining your financial operations and ensures your billing details in both systems stay consistent and up-to-date. Save time by reducing manual data entry and focus more on other essential tasks that drive your business forward.

This workflow starts when an invoice is released in ServeManager, prompting the creation of a similar invoice in QuickBooks Online. Ideal for businesses using both platforms, this automation helps in streamlining your financial operations and ensures your billing details in both systems stay consistent and up-to-date. Save time by reducing manual data entry and focus more on other essential tasks that drive your business forward.

  1. When this happens...
    ServeManagerServeManager
    Invoice Issued

    Triggers when an invoice is issued.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Invoice

    Adds a new invoice (with line item and bundle item support).

    ActionWrite
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Supported triggers and actions

    • Company NameRequired

    • Contact First NameRequired

    • Contact Last Name

    • Contact Phone

    • Contact Email

    • Contact Primary

    Action
    Write
    • Type of UploadRequired

    • Document TitleRequired

    • URL of the FileRequired

    • Filename (advanced)

    • JobRequired

    Action
    Write
quickbooks logo
quickbooks logo

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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servemanager logo
servemanager logo

About ServeManager

ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier