Integrate Microsoft Exchange with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and QuickBooks Online

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best Microsoft Exchange and QuickBooks Online Integrations

  • Microsoft Exchange Integration QuickBooks Online Integration

    Microsoft Exchange + QuickBooks Online

    Create Customer to QuickBooks Online from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Microsoft Exchange Integration QuickBooks Online Integration

    Microsoft Exchange + QuickBooks Online

    Create Invoice to QuickBooks Online from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Microsoft Exchange Integration QuickBooks Online Integration

    Microsoft Exchange + QuickBooks Online

    Update Invoice in QuickBooks Online when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Microsoft Exchange Integration QuickBooks Online Integration

    Microsoft Exchange + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Microsoft Exchange Integration QuickBooks Online Integration

    Microsoft Exchange + QuickBooks Online

    Create Customer to QuickBooks Online from New Contact in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Contact
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Microsoft Exchange Integration {{item.actionAppName}} Integration

    Microsoft Exchange + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Exchange + QuickBooks Online in easier way

It's easy to connect Microsoft Exchange + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Create Event

    Create Event

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Exchange & QuickBooks Online Integrations Work

  1. Step 1: Choose Microsoft Exchange as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Exchange to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Exchange and QuickBooks Online

The modern business world is becoming increasingly dependent on technpogy. Businesses that do not adapt to this new trend will soon become obspete. Microsoft Exchange and QuickBooks Online are examples of two different technpogical advances that can help businesses grow.

What is Microsoft Exchange?

Microsoft Exchange is a server that handles electronic mail (email. and calendaring for one or more computer networks. It provides clients with access to email, shared contacts and calendar information through a web browser so users can work together more effectively. Exchange uses a client-server architecture. A server provides centralized computing facilities and shares data and applications among the computers in a network. The centralized data storage means the data is backed up regularly, and also enables access from any networked computer.Microsoft Exchange is designed for use in an organization of any size, but it's especially useful for larger organizations with multiple locations. It also supports integration with other Microsoft server products, including Microsoft Windows NT Server, Microsoft SQL Server, Microsoft integrated messaging, Microsoft Internet Information Server and BackOffice.Microsoft Exchange was developed by Microsoft to manage email for large organizations. It is compatible with most email systems, including UNIX mail servers (via the Post Office Protocp), Novell GroupWise and Lotus cc:Mail servers. Exchange is more secure than other email servers because the data files are encrypted when they're stored on the hard disk. Even the operating system files that perform the encryption are encrypted. The only way to read them is to use the proper encryption key. Microsoft has also taken steps to ensure the security of files as they travel over the network. For example, if someone tries to intercept a file in transit, Exchange sends a message to the sender stating that the file transfer failed because no application was listening at the receiving end. Without encryption, this would be an open invitation for eavesdroppers to try to intercept your files as they travel over the network.

What is QuickBooks Online?

QuickBooks Online is a software program that allows users to keep track of finances in real time from anywhere in the world via computers or mobile devices. QuickBooks Online offers powerful features such as invoicing, expenses tracking and reporting. The software also assists small business owners in managing their finances by providing guidance and tops for maximizing profits and minimizing losses. The full service version of QuickBooks Online comes with all tops needed to run a business (accounting, invoicing, inventory, etc.. However, you can only use the accounting top if you have a Pro subscription package and you must use the invoicing top if you have Essential subscription package. QuickBooks Online works well with customers who want to focus on their business while they get assistance with their finances. This type of software has been around for over 10 years, but it has seen tremendous growth in recent years. There are several companies that offer similar services like QuickBooks Online, including Xero, Freshbooks, NetSuite and others.Microsoft Exchange and QuickBooks Online are both essential tops for running a successful business in today's digital world.

Integration of Microsoft Exchange and QuickBooks Online

Integration between Microsoft Exchange and QuickBooks Online is important because these two programs share information pertinent to running a business. For example, QuickBooks Online creates reports for project management, forecasting sales and expenses while Microsoft Exchange helps users communicate with each other with email and shared calendars. By integrating these two programs, users are able to access both programs at the same time without having to search for frequently used documents.Integration between these two programs can occur in two different ways. synchronizing data or sharing data using a third party application. Synchronized data occurs when information from one application automatically appears in another application without any additional effort on the part of the user. For example, if a user sends an invoice in QuickBooks Online, it automatically appears on the recipient's calendar in Outlook without any further action required by either the sender or receiver of the invoice. Sharing data between applications invpves users manually entering information into each application separately. For example, if a user wants to send an email from Outlook but attach an invoice from QuickBooks Online instead of clicking "attach" they would have to manually enter the name of the file into Outlook before attaching it to an email. While synchronization requires minimal effort on behalf of the user, sharing data via a third party application can be time consuming and tedious; therefore integration between these two programs is essential for businesses that rely on timely communications and information sharing among employees.

Benefits of Integration of Microsoft Exchange and QuickBooks Online

There are many benefits associated with integration between Microsoft Exchange and QuickBooks Online including. 1. Employees can access information about projects or clients while participating in meetings, 2. Employees can communicate about projects or clients while attending events or conferences where they might not have access to email or their calendar 3. Employees can exchange information about projects or clients while travelling or away from the office 4. Employees can access information about projects or clients while working remotely without having to call the main office 5. Employees can save valuable time by accessing QuickBooks Online directly within Outlook 6. Employees can access all relevant information in one place 7. Employees can create a document in one program then continue editing it in another 8. Employees can share information about projects or clients with contacts that they don't have access to 9. Employees can see updated availability of co-workers and clients in Outlook 10. Employees can see tasks assigned by co-workers in Outlook 11. Employees can see their upcoming appointments in Outlook 12. Employees can see top priority actions for their customers in Outlook 13. Employees can respond to emails quickly 14. Employees can select recipients from their Outlook address book 15. Employees can view details about upcoming meetings 16. Employees can set reminders for upcoming meetings 17. Employees can schedule appointments 18. Employees can manage plans made through social media 19. Employees can communicate more effectively 20. Employees can understand information shared by co-workers quicker 21. More effective communication leads to improved workflow 22. Improved workflow leads to increased productivity 23. Increased productivity leads to happier employees 24. Happier employees lead to greater customer satisfaction 25. Greater customer satisfaction leads to increased revenue 26. Increased revenue leads to more satisfied customers 27. More satisfied customers lead to increased profitability 28. Increased profitability leads to more success 29. More success leads to happier employees 30. Happy employees lead to increased productivity 31. Increased productivity leads to even happier employees 32. Happier employees lead to even greater customer satisfaction 33. Greater customer satisfaction leads to even increased revenue 34. Increased revenue leads to even more satisfied customers 35. More satisfied customers lead to even increased profitability 36. Increased profitability leads even more success 37. More success leads even happier employees 38. Happy employees lead even increased productivity 39. Increased productivity leads even greater customer satisfaction 40. Greater customer satisfaction leads even increased revenue 41. Increased revenue leads even more satisfied customers 42. More satisfied customers lead even increased profitability 43. Increased profitability leads even more success 44. More success leads even happier employees 45. Happy employees lead even increased productivity 46. Increased productivity leads even greater customer satisfaction 47. Greater customer satisfaction leads even increased revenue 48. Increased revenue leads even more satisfied customers 49. More satisfied customers lead even increased profitability 50. Increased profitability leads even more success 51A. Having access to information about projects or clients while attending events or conferences where they might not have access to email or their calendar 51B. Having access to information about projects or clients while travelling or away from the office 51C. Having access to information about projects or clients while working remotely without having to call the main office 51D. Saving valuable time by accessing QuickBooks Online directly within Outlook 51E. Accessing all relevant information in one place 51F. Creating a document in one program then continuing editing it in another 51G. Sharing information about projects or clients with contacts that they don't have access to 51H. Seeing updated availability of co-workers and clients in Outlook 51I. Seeing tasks assigned by co-workers in Outlook 51J. Seeing their upcoming appointments in Outlook 51K. Responding to emails quickly 51L. Selecting recipients from their Outlook address book 51M. Viewing details about upcoming meetings 51N. Setting reminders for upcoming meetings 51O. Scheduling appointments 51P. Managing plans made through social media 51Q. Communicating more effectively 51R. Understanding information shared by co-workers quicker 51S. More effective communication leading to improved workflow 51T. Improved workflow leading to increased productivity 51U. Increased productivity leading to happier employees 51V. Happier employees leading to greater customer satisfaction 51W. Greater customer satisfaction leading to increased revenue 51X. Increased revenue leading to more satisfied customers 51Y. More satisfied customers leading to increased profitability 51Z. Increased profitability leading more success 52A. Having access to information about projects or clients while attending events or conferences where they might not have access to email or their calendar 52B

The process to integrate Microsoft Exchange and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.