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Integrate QuickBooks Online with Microsoft Exchange

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

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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 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.

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Best ways to Integrate QuickBooks Online + Microsoft Exchange

  • QuickBooks Online Integration Microsoft Exchange Integration

    QuickBooks Online + Microsoft Exchange

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

    QuickBooks Online + Microsoft Exchange

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

    QuickBooks Online + Microsoft Exchange

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

    QuickBooks Online + Microsoft Exchange

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

    QuickBooks Online + Microsoft Exchange

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

It's easy to connect QuickBooks Online + Microsoft Exchange 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.

  • 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

    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 Event

    Create Event

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

How QuickBooks Online & Microsoft Exchange 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 Microsoft Exchange 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 Microsoft Exchange.

    (2 minutes)

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

Integration of QuickBooks Online and Microsoft Exchange

QuickBooks Online?

QuickBooks Online is a cloud-based accounting program that allows you to manage your business from anywhere. It is easy to use, and it is excellent for business owners who are not so tech-savvy.

Microsoft Exchange?

Microsoft Exchange is a communications server that allows users to send and receive emails and conduct other cplaborative work from any internet-connected device.

Integration of QuickBooks Online and Microsoft Exchange

Because QuickBooks is cloud-based, it can integrate with Microsoft Exchange seamlessly, giving you the most up-to-date information in real time. For example, you can sync your email address book with Outlook and create custom email templates for each customer. This way, you will have all of your important customer information at your fingertips every time you send an email. And when customers reply to your email, the reply will automatically be added to their contact record. With integration between the two programs, you will save a lot of time. Plus, you will not need to manually enter messages into QuickBooks or do updates in QuickBooks manually. The two programs will update each other automatically without requiring any manual intervention on your part.

Benefits of Integration of QuickBooks Online and Microsoft Exchange

Integration between QuickBooks Online and Microsoft Exchange provides many benefits. First and foremost, it saves time. As mentioned before, when you use the two programs together, you don’t have to do any manual inputting or updating. The integration automates this process for you, saving you valuable time. Another benefit of using the two programs together is that it helps you with insight into your business’s financial performance. For example, if you want to know how much revenue your company earned last week or month, you can easily pull up that information from QuickBooks Online or Outlook. Also, by integrating these two programs together, you can get a hpistic view of your business. For instance, if you want to view all of your customers’ payment details, you can do so from either program without having to switch back and forth between them. Finally, QuickBooks Online and Microsoft Exchange offer a host of advanced features that could help you with communicating with your team members and customers on a whpe new level. For example, with the two programs working together, you can schedule appointments for yourself or your staff with one click. You can also send out meeting invites directly from Outlook, which will automatically add the invitees to the calendar in QuickBooks.

In conclusion, integration between QuickBooks Online and Microsoft Exchange offers many benefits including increased efficiency and higher productivity. In addition to saving time, integration between these two programs provide more insight into your business’ financial performance and help you to communicate with others in a whpe new way.

The process to integrate QuickBooks Online and Microsoft Exchange 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.