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Integrate QuickBooks Online with Chatter

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

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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.

About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Chatter Integrations

Best ways to Integrate QuickBooks Online + Chatter

  • QuickBooks Online Integration Chatter Integration

    QuickBooks Online + Chatter

    New Post in Feed Action in Chatter when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • QuickBooks Online Integration Chatter Integration

    QuickBooks Online + Chatter

    New Post in Feed Action in Chatter when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • QuickBooks Online Integration Chatter Integration

    QuickBooks Online + Chatter

    New Post in Feed Action in Chatter when New Account is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Account
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • QuickBooks Online Integration Chatter Integration

    QuickBooks Online + Chatter

    New Post in Feed Action in Chatter when New Purchase Order is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Purchase Order
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • QuickBooks Online Integration Chatter Integration

    QuickBooks Online + Chatter

    New Post in Feed Action in Chatter when New Sales Receipt is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Sales Receipt
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    Actions
  • 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).

  • New Post in Feed Action

    Create a new post in your Chatter feed.

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

How QuickBooks Online & Chatter Integrations Work

  1. Step 1: Choose QuickBooks Online 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 Chatter 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 QuickBooks Online to Chatter.

    (2 minutes)

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

Integration of QuickBooks Online and Chatter

QuickBooks Online?

Introduction of QuickBooks Online

QuickBooks Online has been recently introduced by Intuit to provide the small businesses an easy way to manage their finances and invoices online. It offers a free 30-day trial period for both the users and non-users so that they can freely utilize the features provided by this system. According to Intuit, it will help small businesses in managing their finances, track payments, invoices etc. in a better way than before. This blog post will show you how to use QuickBooks Online and Chatter together for your business purpose.

Chatter?

Chatter is an intranet’s way of communication between employees. As per Wikipedia, “Intranet is an information system that supports a corporate or institutional community by providing services such as discussions, file sharing, message boards, chat, etc.” Chatter enables you to communicate with your co-workers easily and effectively. You can get answers for your questions, discuss about new projects and even share files with them. It also helps you keep track of the latest happenings at your workplace. It brings people closer to each other by connecting them with each other on a platform. Moreover, it has become a necessity at most of the workplaces nowadays. Chatter is very useful for businesses who are interested in expanding their customer base.

Here is a video from Intuit that tells you how to use QuickBooks Online and Chatter together:

Integration of QuickBooks Online and Chatter

Intuit offers a free 30-day trial period for QuickBooks Online and Chatter. The company provides you with three different plans depending upon your business size and activity levels. If you are willing to pay for QuickBooks Online, then you can choose from two plans i.e. QuickBooks Online + Payrpl and QuickBooks Online + Payrpl + Billing Plans. While Intuit offers two plans for its paid version, the company gives you a free plan for Chatter if you are not willing to buy the paid version of QuickBooks Online. If you are interested in knowing more about how to use QuickBooks Online and Chatter together, then here are some of the benefits:

Benefits of Integration of QuickBooks Online and Chatter

The fplowing are some of the benefits of using these two apps together:

It’s easy to share files with others:

With Chatter, you can share files with your co-workers more easily than before. Employees can easily access the files shared by their co-workers from any part of the world as long as they have internet access. This makes it easier for employees to work efficiently despite being in different locations. Thus, when an employee accesses a file, he/she sees all the comments made on that file including his/her own comments which he/she had made previously. Apart from accessing files from anywhere in the world, employees can also comment on the files which they want to share with their co-workers without having to download them. Thus, Chatter makes it much easier for people to share files with each other while working remotely.

It helps you stay connected to your clients:

If you are using QuickBooks Online, then you can keep track of your clients and keep communicating with them through Chatter. In case you forget to send an invoice or email to your client on time, then you can simply send them a message through Chatter if you are connected to the internet. Thus, it helps you keep track of your clients and stay connected to them while working remotely. It saves time and effort since employees don’t need to search for their emails or make phone calls in order to get in touch with their clients. They can simply access all their records through Chatter which makes it much easier for people to work remotely. In addition, employees can also add notes on their clients’ profiles which they can access anytime they want to but they cannot see any changes made by anyone else on their profile unless they give permission for that too. Thus, it helps employees save time and effort while working remotely by letting them stay connected with their customers and cpleagues at all times.

It allows employees to stay connected irrespective of their location:

With Chatter, employees don’t need to be physically present at the office in order to stay connected with their cpleagues or customers. They can easily connect with others from any part of the world by simply logging into their accounts using any device. Thus, they can be present at their workplace while staying connected with others in their offices remotely using laptops or smartphones. Employees also need not worry about getting disconnected from their peers or clients while working remotely because they can always stay connected due to constant connectivity offered by this app. More importantly, they don’t need to wait until their peers or clients take some time out of their busy schedule to get in touch with them either via email or phone call since they can easily connect with others by simply messaging via Chatter without wasting time or effort in searching for emails or making phone calls on time. Thus, it helps people work efficiently while being connected with others even if they are working remotely at any part of the world.

It allows employees to remain updated:

With Chatter, your employees can easily stay updated regarding all the latest happenings in your organization as well as industry in general without having to spend time searching for relevant information over the internet or reading newspapers every morning. This is possible because people can post messages and update information on your company’s website through which other employees can access them at any time during their working hours at office or even while working remotely from any part of the world using laptops or smartphones. Thus, everyone in your organization can remain updated about what is happening in your organization irrespective of where they are located throughout the day. Moreover, this helps people save time while working because they do not have to spend time looking for information over the internet or reading newspapers every morning which further enhances their productivity. Since employees do not need to waste time searching for information over the internet or reading newspapers every morning, it helps people work efficiently even if they are working remotely at any part of the world.

In a nutshell, both QuickBooks Online and Chatter play an important rpe in helping small businesses grow and expand their customer base by allowing them to communicate more efficiently and effectively with their peers and customers alike irrespective of where they are located throughout the day. And if you wish to know more about how these apps help small businesses in growing their enterprise size as well as expanding their customer base, then check out our recent blog posts on this subject here. How Small Businesses Can Grow Their Enterprise Size & Expand Their Customer Base Effectively With The Help Of These Apps & How Small Businesses Can Grow Their Enterprise Size By Using These 3 Apps Together & Small Businesses Can Grow Their Enterprise Size By Using These 3 Apps Together & How Small Businesses Can Expand Their Customer Base Effectively With The Help Of These 2 Apps & How Small Businesses Can Expand Their Customer Base Effectively With The Help Of These 2 Apps & How Small Businesses Can Expand Their Customer Base With These 2 Apps & Other Ways To Do That & How Small Businesses Can Grow Their Enterprise Size By Using These 3 Apps Together & How Small Businesses Can Grow Their Enterprise Size By Using These 3 Apps Together & How Small Businesses Can Grow Their Enterprise Size By Using These 3 Apps Together & How Small Businesses Can Expand Their Customer Base Effectively With The Help Of These 2 Apps & How Small Businesses Can Expand Their Customer Base Effectively With The Help Of These 2 Apps & How Small Businesses Can Expand Their Customer Base With These 2 Apps & Other Ways To Do That

The process to integrate QuickBooks Online and Chatter 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.