QuickBooks Online + Microsoft SharePoint

Manage new QuickBooks Online customers by adding them as list items in Microsoft SharePoint

When a new customer gets added in QuickBooks Online, this workflow streamlines your tasks by creating a list item in Microsoft SharePoint. Enhancing productivity and efficiency, it takes away the task of manual data duplication, providing more time to focus on customer relationships. Experience an enhanced level of organization and a seamless integration between these applications.

When a new customer gets added in QuickBooks Online, this workflow streamlines your tasks by creating a list item in Microsoft SharePoint. Enhancing productivity and efficiency, it takes away the task of manual data duplication, providing more time to focus on customer relationships. Experience an enhanced level of organization and a seamless integration between these applications.

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

    Triggers when an existing customer is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    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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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