Connect Bloom and QuickBooks Online to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Bloom to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Bloom 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 "Contract Is Countersigned" from Bloom.
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 Bloom 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.
- Contract Is Countersigned
Triggers when a new contract countersigned
Try ItTriggerInstant - Form Completed
Triggers when a new form is completed.
Try ItTriggerInstant - New Digital Payment
Triggers when a new payment is received.
Try ItTriggerInstant - New Project
Triggers when a new project is created.
Try ItTriggerInstant
- Contract Signed
Triggers when a new contract signed.
Try ItTriggerInstant - New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Project Status Updated
Triggers when a project status is updated.
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Bloom and QuickBooks Online to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Bloom + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Bloom and QuickBooks Online
How do I connect Bloom to QuickBooks Online?
First, you'll need to ensure both your Bloom and QuickBooks Online accounts are active. Navigate to the integrations section in our platform, select QuickBooks Online from our list of available integrations, and follow the prompts to authorize the connection between the two applications.
What triggers are available when integrating Bloom with QuickBooks Online?
With our integration, triggers such as 'New Payment', 'New Invoice', 'Client Added', and 'Project Completed' in Bloom can initiate actions in QuickBooks Online like creating an invoice or updating client records.
What actions can I automate in QuickBooks Online through the Bloom integration?
You can automate actions such as creating new invoices, updating existing client information, and generating financial reports in QuickBooks Online based on activities completed in Bloom.
Is it possible to map fields between Bloom and QuickBooks Online?
Yes, during the setup of your integration, you will have the ability to map fields from Bloom directly to corresponding fields in QuickBooks Online. This ensures data consistency across both platforms.
How often does data sync between Bloom and QuickBooks Online?
Our integration supports real-time syncing. Once a trigger event occurs in Bloom, it initiates the corresponding action immediately in QuickBooks Online without delay.
Can I customize which data gets transferred between Bloom and QuickBooks Online?
Absolutely. In your integration settings, you can specify which types of data should be transferred during sync operations. This customization allows greater control over data management between platforms.
What should I do if my data is not syncing correctly between Bloom and QuickBooks Online?
If you experience any issues with data syncing, first check that both applications are properly connected and authorized. If problems persist, visit our help center for troubleshooting tips or contact support for assistance.
