Connect QuickBooks Online and Microsoft SharePoint to unlock the power of automation
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Set up your first integration
Quickly connect QuickBooks Online to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Microsoft SharePoint - 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 Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Microsoft SharePoint, 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.
- 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 - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- 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 - DaysRequired
Try ItTriggerPolling
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Connect QuickBooks Online and Microsoft SharePoint 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
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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 QuickBooks Online + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Microsoft SharePoint
Can I automatically sync invoices from QuickBooks Online to Microsoft SharePoint?
Yes, our integration allows you to sync invoices automatically. By setting triggers such as "New Invoice" in QuickBooks, you can create actions like "Upload File" in Microsoft SharePoint to keep your records up-to-date.
How do I handle errors during the integration process?
We provide detailed logs that help identify where an error occurred in your workflow. By reviewing these logs, you can make the necessary adjustments or reach out for support if needed.
Is it possible to update a SharePoint list when a new customer is added in QuickBooks Online?
Absolutely. You can set up a trigger such as "New Customer" from QuickBooks and create an action like "Create Item" in a specific SharePoint list to capture the customer details.
What triggers are available for QuickBooks Online when integrating with Microsoft SharePoint?
We support various triggers including "New Invoice", "New Customer", and "New Payment," which can initiate actions such as file uploads or list updates in SharePoint.
Can I transfer files between the two platforms automatically?
Yes, files generated or updated in QuickBooks can be uploaded to specific directories within Microsoft SharePoint by defining appropriate triggers and actions.
How often does the integration sync data between QuickBooks Online and SharePoint?
The frequency of data synchronization depends on how the triggers are configured. You can set them for real-time updates or at specific intervals based on your requirements.
Do I need special permissions to link my accounts with QuickBooks and SharePoint?
You'll need administrative rights on both platforms to establish and manage integrations effectively, ensuring smooth automation of tasks.
