QuickBooks Online + Teachworks

Create families in Teachworks for each new customer in QuickBooks Online

Ensure efficient team management by integrating QuickBooks Online with Teachworks. With this setup, every time a new customer is added in QuickBooks, an automatic update is made in Teachworks to create a new family. This streamlines your workflow, saving time on data entry while ensuring your records across both platforms remain consistently updated.

Ensure efficient team management by integrating QuickBooks Online with Teachworks. With this setup, every time a new customer is added in QuickBooks, an automatic update is made in Teachworks to create a new family. This streamlines your workflow, saving time on data entry while ensuring your records across both platforms remain consistently updated.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Customer

    Triggers when you add a new customer.

    TriggerInstant
  2. automatically do this!
    TeachworksTeachworks
    Create Family

    Creates a Family

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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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.

Related categories

  • Accounting

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About Teachworks

Teachworks is a simple, easy-to-use system that education companies use for managing teachers, students, schedules, billing and more.
Learn more

Related categories

  • Online Courses