Connect QuickBooks Online and Service Fusion to unlock the power of automation
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Set up your first integration
Quickly connect QuickBooks Online to Service Fusion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Service Fusion - 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 "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Service Fusion, 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.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
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Practical ways you can use QuickBooks Online and Service Fusion
Create customers in Service Fusion from QuickBooks Online.
When a new customer is added in QuickBooks Online, Zapier automatically creates a corresponding customer in Service Fusion. This ensures your field service management software stays in sync with your accounting records, reducing manual data entry and errors. By automating this process, you save time and maintain consistent records across platforms.
Business Owner
Sync job statuses to invoices.
When a job status is updated in Service Fusion, Zapier updates the corresponding customer invoice in QuickBooks Online. This helps ensure timely billing and reduces discrepancies between field operations and accounting, improving efficiency and accuracy.
ITLearn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about QuickBooks Online + Service Fusion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Service Fusion
How do I integrate QuickBooks Online with Service Fusion?
To integrate QuickBooks Online with Service Fusion, you'll need to set up specific triggers and actions through our platform. For example, you might set a trigger to create an invoice in QuickBooks when a new job is completed in Service Fusion.
Can I automatically create invoices in QuickBooks Online from Service Fusion?
Yes, you can automatically create invoices. By setting up the system, whenever a job is completed in Service Fusion, an invoice can be generated and sent to QuickBooks Online.
What triggers are available when integrating with QuickBooks Online?
Available triggers from our integration include the creation of new customers or jobs in Service Fusion. These can prompt related actions like creating or updating records in QuickBooks Online.
Are there any limitations with the current integration setup?
One limitation is that we currently support only certain fields for syncing between Service Fusion and QuickBooks Online. However, essential data like customer information and job details are covered.
How secure is the data transferred between QuickBooks Online and Service Fusion?
Data transfer security is paramount for us. Our integrations use API calls that adhere to industry-standard security protocols, ensuring data protection across both platforms.
Can I sync customer information between Service Fusion and QuickBooks Online?
Yes, you can sync customer information. When a new customer is added in Service Fusion, their details can seamlessly update your customer database in QuickBooks Online through linked actions.
What should I do if I encounter issues during integration?
If issues arise during integration setup or execution, checking our detailed troubleshooting guide can be helpful. Also, reaching out to our support team will assist you in resolving complex concerns efficiently.
