Integrate Microsoft Outlook with QuickBooks Online

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

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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.

Want to explore Microsoft Outlook + QuickBooks Online quick connects for faster integration? Here’s our list of the best Microsoft Outlook + QuickBooks Online quick connects.

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Connect Microsoft Outlook + QuickBooks Online in easier way

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

  • Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • 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 Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • 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).

How Microsoft Outlook & QuickBooks Online Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Outlook to QuickBooks Online.

    (2 minutes)

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

Integration of Microsoft Outlook and QuickBooks Online

What is Microsoft Outlook?

Microsoft Outlook is an email client program that can be used to manage email, contacts, and calendars. It is a personal information management software that has the capability to connect to multiple Web-based email accounts. It can also be integrated with Microsoft Word, Excel, and other applications.Microsoft Outlook 2013 does not support remote access in the free version (only available in the business version. This means that if you are using the free version of Microsoft Outlook 2013, you will need to manually copy the data from your mailbox on the server to your local computer.Microsoft Outlook has the capability to synchronize with Microsoft Word, Microsoft Excel, and other applications. It has a rich set of features that provides a user with a better email experience.

What is QuickBooks Online?

QuickBooks Online is a cloud-based accounting software that allows users to manage their accounting needs online. It allows users to access their accounting information from anywhere as long as they have internet connection.QuickBooks Online is designed for small businesses. It has features that allow users to manage their business finances easily and effectively. QuickBooks Online also offers one year of free trial service to users who want to try out its services. However, to use QuickBooks Online after the free trial period, users will have to pay subscription fees every year.

Integration of Microsoft Outlook and QuickBooks Online

Integrating Microsoft Outlook and QuickBooks Online allows users to access their accounting information from within their emails. This integration will eliminate the need for users to go back and forth between two different programs whenever they need to check their financial information. It also allows users to save time by using fewer programs to perform similar tasks.QuickBooks Online can be integrated with Outlook by using either the Outlook Add-in or an API connector. The Outlook Add-in is a plug-in that can be installed directly into Microsoft Outlook; this plug-in makes it possible for Outlook users to integrate their QuickBooks Online account with their Outlook. This add-in requires no installation process if it is downloaded from QuickBooks Online website; however, it requires some manual setup if it is downloaded from another source. The API connector is a spution that allows developers to build custom sputions for QuickBooks Online integration; this spution is for those developers who already have experience with developing applications using .NET framework.The fplowing steps demonstrate how to integrate QuickBooks Online with Microsoft Outlook using a simple VBA macro:

The fplowing steps demonstrate how to integrate QuickBooks Online with Microsoft Outlook by using the API connector:

Benefits of Integration of Microsoft Outlook and QuickBooks Online

Integration of Microsoft Outlook and QuickBooks Online has many benefits such as:

The process to integrate Microsoft Outlook 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm