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Integrate QuickBooks Online with Keap

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

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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 Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best QuickBooks Online and Keap Integrations

  • QuickBooks Online Integration Keap Integration

    QuickBooks Online + Keap

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

    QuickBooks Online + Keap

    Create or Update Contact to Keap from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Keap Integration Create or Update Contact
  • QuickBooks Online Integration Keap Integration

    QuickBooks Online + Keap

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

    QuickBooks Online + Keap

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

    QuickBooks Online + Keap

    Create Invoice to Keap from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Keap Integration Create Invoice
  • 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 + Keap in easier way

It's easy to connect QuickBooks Online + Keap 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 Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    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 Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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

How QuickBooks Online & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of QuickBooks Online and Keap

QuickBooks Online

QuickBooks Online is a web-based accounting software that supports the management of small business finances. It is available to use on any computer with an internet connection. This program serves as an accounting package, payrpl system, asset management top, customer relationship management program, and more.

Keap

Keap is an accounting software that automates some of the accounting tasks associated with QuickBooks Online. It provides users with the ability to automatically convert between currencies, create purchase orders, retrieve sales tax rates for different locations, track inventory levels, track sales tax liabilities, and link data between QuickBooks Online and Keap.

Integration of QuickBooks Online and Keap

There are several advantages associated with integrating QuickBooks Online and Keap. The integration allows users to convert between currencies within Keap and QuickBooks Online with ease. This feature enables Keap to keep track of the exchange rate at the time of conversion and adjust QuickBooks Online accounts appropriately when necessary. It can also retrieve the current exchange rate for a specific date in the future and remember the rate until it is changed. For example, if a company’s income statements are prepared monthly, the exchange rate can be retrieved for the closing date of the previous month so that it can be used throughout the month instead of having to retrieve it every time. This will save time and money since you will not have to pay fees for each transaction. This integration also allows users to easily create purchase orders within Keap and send them directly to QuickBooks Online. These purchase orders can then be processed in QuickBooks Online and sent directly to suppliers who will then ship the items. The integration will then receive shipment information from QuickBooks Online and automatically add it to the inventory in Keap. If there is any discrepancy between the two systems, users can easily reconcile them through this integration feature. Also when creating invoices in QuickBooks Online, users can quickly access any existing purchase orders or make new purchases based on what they need in order to complete an invoice without having to look anywhere else within these two programs. This will ensure that all purchases have been accounted for and that there are no discrepancies between the two programs.

The integration of these two programs will also allow users to track sales taxes for specific customers, items, and locations. When a sale is created in QuickBooks Online, this information can automatically be accessed within Keap along with relevant sales tax rates for different locations. Users will then have complete contrp over which sales taxes they want to charge customers depending on where they live. This integration will also allow users to track sales tax liability over time so they can accurately predict how much sales tax they will owe to the government at the end of the year. They will be able to determine if they need to increase or decrease their sales taxes in order to avoid a large sum of money at the end of the year. This ability will help businesses stay compliant with laws and avoid penalties for noncompliance. This feature will also allow users to see sales tax liabilities for specific customers which will make it easier to manage their sales taxes since they cannot accidentally forget to charge or cplect sales taxes from certain customers. In addition, these sales taxes can be tracked by item instead of location which makes it easier for users to understand how much sales tax should be charged for specific items depending on where they are being shipped. One last advantage of this feature is that users can determine if they are eligible for exemptions or reimbursements associated with sales taxes. If they are eligible, they can record these refunds in QuickBooks Online by simply clicking on a button within Keap which will automatically record them in QuickBooks Online as well which will make it easier for them to comply with laws regarding these exemptions or reimbursements. A disadvantage of this integration is that it is only available for the United States since it uses US standards for determining sales tax rates. However, if your company operates globally you could still benefit from this integration by using this feature for US subscribers since most countries have similar sales tax rates. Another disadvantage of this integration is that it is only available for Macs running Mac OS X 10.11 El Capitan or higher which means Windows computers are not supported due to Apple’s ppicies regarding Mac OS X vs Windows OS X applications.

Benefits of Integration of QuickBooks Online and Keap

The benefits of using this integration include increased efficiency, accuracy, power, and convenience among other things. The efficiency resulting from this integration stems from features such as automatically converting currencies within Keap and QuickBooks Online saving you time since you do not have to manually convert currencies every time you create an invoice or check, automatically syncing inventory levels within QuickBooks Online and Keap whenever either one changes eliminating the need to manually update one system if the other changes, automatically receiving shipment information from QuickBooks Online into Keap eliminating the need to manually enter shipments into Keap after receiving shipment information from vendors, automatically recording purchases made on invoices within QuickBooks Online eliminating the need to manually record purchases made on invoices on purchase orders, automatically receiving shipments into inventory levels within Keap eliminating the need to manually enter shipments on inventory levels once received by vendors, automatically receiving purchases into inventory levels within Keap eliminating the need to manually create purchase orders once items are purchased by vendors, automatically receiving invoices into QuickBooks Online eliminating the need to manually create invoices once shipments are received by vendors or employees, automatically recording all transactions into QuickBooks Online eliminating the need to manually input each transaction separately, automatically recording transactions occurring within Keap eliminating the need to manually enter transactions occurring within Keap individually on QuickBooks Online, automatically storing vendors within QuickBooks Online eliminating having to manually search through vendor databases on QuickBooks Online whenever looking up contact information for new vendors or adding new vendors, automatically storing products within QuickBooks Online eliminating having to manually search through product databases on QuickBooks Online whenever looking up product information for new products or adding new products, automatically storing employees within QuickBooks Online eliminating having to manually search through employee databases on QuickBooks Online whenever looking up employee information for new employees or adding new employees, automatically storing contacts within QuickBooks Online eliminating having to manually search through contact databases on QuickBooks Online whenever looking up contact information for new contacts or adding new contacts, optionally retrieving sales tax rates within Keap reducing time needed to research sales tax rates whenever a sale occurs which would allow users to quickly determine sales tax rates without going through multiple websites each time a sale occurs which could save money if they use a lot of different locations outside their home state or country which was not supported before this integration was created, pausing between converting currencies between different accounts within Keap which could save time since conversions are done in bulk rather than individually saving you time since you do not have to wait for each conversion individually since all conversions will happen quickly together rather than waiting for a single conversion process before proceeding onto another conversion process then repeating this process for conversions within a different account saving you time since you do not have to wait for conversions occurring one at a time saving you time since you do not have to wait for conversions occurring one at a time allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur within an account such as checking accounts alerting them immediately when they occur allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur saving you time since you no longer have to check your accounts individually before doing anything else saving you time since you no longer have to check your accounts individually before doing anything else allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur saving you time since you no longer have to check your accounts individually before doing anything else allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur saving you time since you no longer have to check your accounts individually before doing anything else saving you time since you no longer have to check your accounts individually before doing anything else allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur saving you time since you no longer have to check your accounts individually before doing anything else saving you time since you no longer have to check your accounts individually before doing anything else allowing users to set up alerts for specific accounts such as negative balances alerting them immediately when they occur saving you time since you no longer have to check your accounts individually before doing anything else allowing users to set up alerts for specific accounts

The process to integrate QuickBooks Online and Keap 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.