QuickBooks Online + ShareFile

Create ShareFile client users from QuickBooks customers

Your accounting software most like has very valuable customer data in it, information that would be useful in other apps you use. But why duplicate effort across apps? Let Zapier help you connect everything together, and eliminate the need for the manual work!

Your accounting software most like has very valuable customer data in it, information that would be useful in other apps you use. But why duplicate effort across apps? Let Zapier help you connect everything together, and eliminate the need for the manual work!

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

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    ShareFileShareFile
    Create Client User

    Creates a ShareFile user with the given information.

    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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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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sharefile logo

About ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

Related categories

  • Content & Files