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How Zapier works

Zapier makes it easy to integrate QuickBooks Online with SmartSuite - no code necessary. See how you can get setup in minutes.

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QuickBooks Online
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QuickBooks Online
1. Choose trigger event
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SmartSuite
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SmartSuite
2. Choose action
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1. Select the event
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QuickBooks Online
Choose a trigger event

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 "Create Record" in SmartSuite.

You’re connected!

Zapier seamlessly connects QuickBooks Online and SmartSuite, 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.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It

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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

Practical ways you can use QuickBooks Online and SmartSuite

Track financial details in SmartSuite for new invoices.

When a new invoice is created in QuickBooks Online, Zapier automatically creates a record in SmartSuite to track its details alongside other operational data. This eliminates manual data entry, ensuring accurate and centralized financial tracking, which streamlines accounting processes and saves time.

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Log payment details for better customer records.

When a payment is received in QuickBooks Online, Zapier creates or updates a record in SmartSuite for the corresponding customer. This enables the support team to have up-to-date payment information instantly available, improving resolution times and customer service quality.

Customer Support Ops

Learn how to automate QuickBooks Online on the Zapier blog

Make work flow with AI

Level up your QuickBooks Online to SmartSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.
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About SmartSuite
SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.
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