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Integrate QuickBooks Online with Microsoft Teams

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

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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 Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
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Best QuickBooks Online and Microsoft Teams Integrations

  • QuickBooks Online Integration Microsoft Teams Integration

    QuickBooks Online + Microsoft Teams

    Add Member in Microsoft Teams when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Microsoft Teams Integration Add Member
  • QuickBooks Online Integration Microsoft Teams Integration

    QuickBooks Online + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Microsoft Teams Integration Send Channel Messages
  • QuickBooks Online Integration Microsoft Teams Integration

    QuickBooks Online + Microsoft Teams

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

    QuickBooks Online + Microsoft Teams

    Delete user in Microsoft Teams when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Microsoft Teams Integration Delete user
  • QuickBooks Online Integration Microsoft Teams Integration

    QuickBooks Online + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Microsoft Teams Integration Send Chat Message
  • 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 Teams in easier way

It's easy to connect QuickBooks Online + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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).

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

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

How QuickBooks Online & Microsoft Teams 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 Teams 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 Teams.

    (2 minutes)

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

Integration of QuickBooks Online and Microsoft Teams

  • QuickBooks Online? QuickBooks Online is a cloud-based accounting software which is developed by the Intuit. With this integration, small business owners can get connected to their accountant as well as employees. This software is available on almost any device like computers, laptops and smartphones.
  • Microsoft Teams? Microsoft Teams is a chat-based software by Microsoft which enables cplaboration within an organization. This software is available in Office 365 and Slack too for free. It includes features like video calling, group chats, white boarding and a lot more. The other features include video conferencing, calling and texting.
  • Integration of QuickBooks Online and Microsoft Teams

    With the integration of QuickBooks Online and Microsoft Teams, small businesses will be able to access their accounting information from anywhere at any time. In addition to that, they will also be able to do multiple tasks with one app. For instance, they can manage their accounting information, cplaborate with their employees, talk to their accountant and a lot more at the same place.

    The integration of QuickBooks Online and Microsoft Teams will also help in the fplowing ways:

    QuickBooks can work offline so you don’t have to worry about being disconnected from your work.

    The integration of QuickBooks Online and Microsoft Teams will help small businesses to save time and money.

    Microsoft Teams will help small businesses in making payments from their bank accounts.

    It will also help small business owners in creating invoices, sending reminders to clients and a lot more.

    QuickBooks Online will let you create the expense reports, track the mileage of your employees and a lot more.

    It will also allow small business owners to keep track of all the transactions made by them or by their employees even if they are not in the office.

    Benefits of Integration of QuickBooks Online and Microsoft Teams

    Integration of QuickBooks Online and Microsoft Teams will help small businesses in the fplowing ways:

    Intuit and Microsoft were working together since 2013 when they created a partnership between the two companies. They announced an integration of QuickBooks Online and Microsoft Teams on November 2017 during the Dreamforce conference. This partnership was named as “Quickbooks and Microsoft Team Up”.

    There are many benefits of using this integration of QuickBooks Online and Microsoft Teams. Some of these benefits include:

    It will help in saving time and effort while doing multiple tasks.

    It will help small business owners in saving money because there will be no need to pay another bill for Microsoft Office 365 subscription because it is already available with the QuickBooks Online premium subscription. Thus, it will be compulsory for small business owners to use this integration of QuickBooks Online and Microsoft Teams.

    It will allow small businesses owners to manage their accounting information with ease as it is available on one platform.

    It will help small businesses in creating invoices and sending reminders to clients through email, text messages and other social media networks.

    It will also enable small business owners to track their employees even if they are not present in the office. It will help them keep a check on their employee’s whereabouts, when they are supposed to clock out from work and if they have arrived at their destination safely or not. This way, employees won’t try to steal anything from their workplace because it can be easily tracked by the management team through this integration of QuickBooks Online and Microsoft Teams.

    The process to integrate QuickBooks Online and Microsoft Teams 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.