Connect Microsoft Outlook and QuickBooks Online to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Outlook to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook 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 "Calendar Event Start" from Microsoft Outlook.
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 Microsoft Outlook 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and QuickBooks Online
Sync new invoices to your calendar
When a new invoice is generated in QuickBooks Online, Zapier creates a calendar event in Microsoft Outlook that includes the invoice details. This helps business owners stay on top of invoice-related deadlines while centralizing key information in their calendar.
Business Owner
Flag suspicious email activity for investigation
If a flagged email appears in your Microsoft Outlook account, Zapier creates a log entry in QuickBooks Online for record-keeping and future audits. The workflow ensures potential threats are tracked uniformly for improved IT monitoring.
ITTrack project budgets with calendar integration
When a new expense is logged in QuickBooks Online, Zapier automatically adds an event to your Microsoft Outlook calendar with detailed notes. This keeps your project timelines and budgets aligned without manual intervention.
Project ManagementLearn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and QuickBooks Online
How do I integrate Microsoft Outlook with QuickBooks Online?
You can integrate Microsoft Outlook with QuickBooks Online by using automation tools like Zapier. We can set up specific triggers and actions such as sending an invoice in QuickBooks when a new email is received in Outlook.
What triggers are available for connecting Outlook and QuickBooks Online?
We offer various triggers when connecting Outlook with QuickBooks Online. For instance, a new calendar event or a new email in Outlook can trigger an action in QuickBooks, such as creating a new customer or logging a payment.
Can I automate the process of creating invoices from Outlook emails in QuickBooks Online?
Yes, it's possible to set up an automated workflow where receiving specific emails in your Outlook account triggers the creation of invoices in your QuickBooks Online account.
Is there any way to log Outlook appointments as expenses in QuickBooks Online?
Indeed, you can automate this process. When you schedule an appointment or meeting via Outlook, we can configure it so that each appointment logged is also recorded as an expense in your QuickBooks Online account.
Are there predefined templates for common workflows between Microsoft Outlook and QuickBooks Online?
Yes, we provide predefined templates to simplify the integration process. These templates cover common workflows such as converting calendar events into tasks or emails into invoices between Microsoft Outlook and QuickBooks Online.
Can trigger conditions be customized while integrating Outlook and QuickBooks?
We allow customization of trigger conditions based on your needs. This means you can specify exact criteria within the triggers to initiate different actions between Microsoft Outlook and QuickBooks.
What happens if there's an error during the integration process between tools?
If any errors occur during the integration process, we provide detailed logs and notifications to help identify and fix issues quickly. You can also set up failure alerts to notify you immediately if something goes wrong.
