Connect AccuLynx and QuickBooks Online to unlock the power of automation
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Set up your first integration
Quickly connect AccuLynx to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate AccuLynx with QuickBooks Online - 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 "List of Jobs by Milestone" from AccuLynx.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects AccuLynx and QuickBooks Online, 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.
- Standard MilestonesRequired
Try ItTriggerPolling- 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
- First nameRequired
- Last name
- Company name
- Phone Number 1
- Phone Extension 1
- Phone Type 1
- Phone Number 2
- Phone Extension 2
- Phone Type 2
- Phone Number 3
- Phone Extention 3
- Phone Type 3
- Email Address
- Cross Reference
- Job Category
- Work Type
- Street
- Street 2
- City
- State
- Zip Code
- Country
- Priority
- Notes
- Sales Person
- Initial Appointment
- Trade Types
ActionWrite- 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
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Practical ways you can use AccuLynx and QuickBooks Online
Create leads for new QuickBooks customers
When a new customer is added in QuickBooks Online, Zapier will automatically create a corresponding lead in AccuLynx. This ensures that business opportunities related to new clients are efficiently tracked and managed, saving time and improving oversight.
Business OwnerTrack jobs by milestone for efficient accounting.
Whenever jobs in AccuLynx reach a specified milestone, Zapier will trigger the creation of a related invoice or record in QuickBooks Online. This removes the need for manual tracking, ensuring timely and accurate billing while keeping overall project progress organized.
Project ManagementLearn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about AccuLynx + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with AccuLynx and QuickBooks Online
How can I integrate AccuLynx with QuickBooks Online?
You can integrate AccuLynx with QuickBooks Online using our automation platform. The integration allows you to set up triggers within AccuLynx, such as a new invoice creation, which automatically creates the corresponding action in QuickBooks Online, like generating an invoice.
What types of triggers are available when integrating AccuLynx with QuickBooks Online?
When integrating AccuLynx with QuickBooks Online, you can use triggers such as 'New Invoice', 'Updated Customer', or 'Completed Job' in AccuLynx which will initiate actions like creating or updating customers and invoices in QuickBooks Online.
Can I update existing invoices in QuickBooks Online through the integration?
Yes, our integration allows you to update existing invoices in QuickBooks Online. For instance, changes made to an invoice in AccuLynx can be configured to update the corresponding invoice directly in QuickBooks.
Do I need any special technical skills to set up the integration between AccuLynx and QuickBooks Online?
No specific technical skills are required to set up the integration. We've designed our platform to be user-friendly so that anyone can easily map triggers and actions between AccuLynx and QuickBooks Online.
Will changes made in QuickBooks affect data in AccuLynx?
The standard integration is primarily one-way from AccuLynx to QuickBooks. However, you can set up additional automation where certain actions taken in QuickBooks trigger updates back into AccuLynx if needed.
How frequently does data sync between AccuLynx and QuickBooks Online?
Data sync between the two applications generally occurs immediately after a trigger event happens inAccuLynx for real-time updates. However, delays might occur depending on system loads or connectivity issues.
Are there limitations on the number of transactions when using the integration?
While there are generally no hard limits on transactions between these platforms, performance may vary based on volume. It's important to assess your transaction needs and verify they comply with any usage policies of both applications.
