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Integrate QuickBooks Online with Freshteam

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

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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 Freshteam

Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.

Freshteam Integrations

Best ways to Integrate QuickBooks Online + Freshteam

  • QuickBooks Online Integration Freshteam Integration

    QuickBooks Online + Freshteam

    Create Employee to Freshteam from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshteam Integration Create Employee
  • QuickBooks Online Integration Freshteam Integration

    QuickBooks Online + Freshteam

    Update Employee in Freshteam when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshteam Integration Update Employee
  • QuickBooks Online Integration Freshteam Integration

    QuickBooks Online + Freshteam

    Create Employee to Freshteam from New Estimate in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Freshteam Integration Create Employee
  • QuickBooks Online Integration Freshteam Integration

    QuickBooks Online + Freshteam

    Update Employee in Freshteam when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Freshteam Integration Update Employee
  • QuickBooks Online Integration Freshteam Integration

    QuickBooks Online + Freshteam

    Create Employee to Freshteam from New Account in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Account
     
    Then do this...
    Freshteam Integration Create Employee
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

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

It's easy to connect QuickBooks Online + Freshteam 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 Employee

    Triggers when a new employee 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).

  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

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

How QuickBooks Online & Freshteam 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 Freshteam 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 Freshteam.

    (2 minutes)

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

Integration of QuickBooks Online and Freshteam

QuickBooks Online

As per the 2016 fourth quarter earnings report by Intuit, the company’s cloud-based accounting software, QuickBooks Online (QBO), has approximately 800,000 customers. The service has grown rapidly since it was launched in 2006.

Intuit claims that QBO offers a business owner the ability to access their financial data from anywhere and at any time, which means the business owner can work from anywhere.

Freshteam

Freshteam is a web-based spution for small businesses, which includes many useful functionalities for business owners. For example, Freshteam allows users to keep track of their business’ tasks, projects and clients and manage everything in one place.

Integration of QuickBooks Online and Freshteam

In addition to being able to access all of their data from anywhere, QuickBooks Online also has an integrative feature with Freshteam. This allows users to import data from Freshteam into QBO while maintaining the integrity of those two systems. The integration also allows users to create invoices and purchase orders directly in QuickBooks Online without having to switch between accounts.

Benefits of Integration of QuickBooks Online and Freshteam

The benefits of the integration include the fplowing:

Businesses can reduce possible errors by importing data into QuickBooks Online from Freshteam. For instance, when Freshteam creates an invoice, that information will be imported into QBO, and this will reduce the likelihood of a mistake being made.

It allows users to use both systems in conjunction with each other. For instance, when a user needs to see a client activity list in Freshteam and an account balance in QBO, they can do so with just one click. They can also view a client activity list in QBO and an account balance in Freshteam with just one click. In addition, they can also create an invoice in QBO while viewing information about a project in Freshteam, or they can create a purchase order in Freshteam while viewing an account balance in QBO.

The process to integrate QuickBooks Online and Freshteam 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.