QuickBooks Online + Microsoft SharePoint

Create new Microsoft SharePoint folders for each new customer in QuickBooks Online

Streamline your customer records management with this helpful workflow. When a new customer is added in QuickBooks Online, a dedicated folder is instantly created in Microsoft SharePoint. This efficient process aids in keeping necessary documents and details organized, making it easier to access specific customer records when needed. Improve your record-keeping practices and save time with this straightforward automation.

Streamline your customer records management with this helpful workflow. When a new customer is added in QuickBooks Online, a dedicated folder is instantly created in Microsoft SharePoint. This efficient process aids in keeping necessary documents and details organized, making it easier to access specific customer records when needed. Improve your record-keeping practices and save time with this straightforward automation.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    TriggerPolling
  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