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Set up your first integration
Quickly connect OneDrive to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OneDrive 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 "New File" from OneDrive.
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 OneDrive 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.
- Folder
- Include Shared Files
Try ItTriggerPolling- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
ActionWrite- Folder
- Folder NameRequired
ActionWrite- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
ActionWrite
- Folder
- Include Shared Files
Try ItTriggerPolling- Folder
- FileRequired
- File Name
ActionWrite- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
ActionWrite- Folder
- File NameRequired
- Text ContentRequired
ActionWrite
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Practical ways you can use OneDrive and QuickBooks Online
Back up invoices to OneDrive
When a new invoice is added in QuickBooks Online, Zapier can upload a copy to OneDrive. This setup ensures you have a secure and centralized backup of all your financial documents, helping you stay organized while saving time on manual uploads.
Business Owner
Sync design expenses with OneDrive receipts
When a new expense related to engineering tools or design software is added in QuickBooks Online, Zapier uploads the corresponding receipt to OneDrive. This ensures a detailed trail of design-related expenses, streamlining the auditing and review process.
EngineeringStore new project files in OneDrive
When you add a new project in QuickBooks Online, Zapier creates a dedicated folder in OneDrive for it. This keeps project-related documents organized and ensures your project collateral is easy to find, avoiding confusion and reducing unnecessary file searches.
Project ManagementLearn how to automate OneDrive on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about OneDrive + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OneDrive and QuickBooks Online
How do I set up the integration between OneDrive and QuickBooks Online?
To set up the integration, connect both your OneDrive and QuickBooks Online accounts with our platform. You'll need to create a Zap where you select an event in OneDrive (like a new file upload in a specific folder) that will trigger an action in QuickBooks Online, such as creating an invoice.
What triggers are available for OneDrive?
In OneDrive, you can trigger actions based on events like when a new file or folder is created, when an existing file is updated, or when a certain file is deleted. These triggers can be used to automate responses in QuickBooks Online.
What actions can be performed in QuickBooks Online using this integration?
Using the integration with OneDrive, actions in QuickBooks Online can include creating a new customer, sending an invoice, adding an expense, or updating existing records. These actions are initiated by specific triggers from your OneDrive account.
Can I filter which files from OneDrive trigger actions in QuickBooks?
Yes, we allow you to set filters on your Zaps so only certain types of files or files from specific folders trigger actions in QuickBooks Online. This ensures that only relevant data affects your records.
Does the integration support version control for files?
The integration primarily handles initial uploads event-based triggers but does not inherently manage version control. You might consider additional setups within OneDrive to address versioning before triggering any action in QuickBooks Online.
Are there any limitations on file types that can trigger events?
Generally, any file type that is uploaded to OneDrive can be used as a trigger; however, ensure that the subsequent action planned within QuickBooks is compatible with data derived from those specific files.
Can I integrate multiple OneDrive accounts with one QuickBooks account?
Yes, you can link multiple OneDrive accounts to a single QuickBooks Online account by creating separate Zaps for each connection. Ensure each Zap has its own unique parameters and settings.
