QuickBooks Online + Microsoft SharePoint

Create new QuickBooks Online customers from new Microsoft SharePoint list items

Create a seamless bridge between your Microsoft SharePoint and QuickBooks Online applications with this efficient workflow. Whenever a new list item appears in your SharePoint, this process promptly forms a new customer profile in QuickBooks Online. This automation not only streamlines data input but also ensures every SharePoint list item receives an equivalent customer profile in your financial software. Experience a more coherent and integrated system as your team works.

Create a seamless bridge between your Microsoft SharePoint and QuickBooks Online applications with this efficient workflow. Whenever a new list item appears in your SharePoint, this process promptly forms a new customer profile in QuickBooks Online. This automation not only streamlines data input but also ensures every SharePoint list item receives an equivalent customer profile in your financial software. Experience a more coherent and integrated system as your team works.

  1. When this happens...
    Microsoft SharePointMicrosoft SharePoint
    New List Item

    Triggers when a new item is created in a list.

    TriggerPolling
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

    • Site

    • ListRequired

    Trigger
    Polling
    Try It
    • Site

    • Folder

    Trigger
    Polling
    Try It
    • Info

    • Site

    • FilterRequired

    Trigger
    Polling
    Try It
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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Related categories

  • Microsoft
  • Team Collaboration