Integrate QuickBooks Online with ServiceNow

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

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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 ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

Want to explore QuickBooks Online + ServiceNow quick connects for faster integration? Here’s our list of the best QuickBooks Online + ServiceNow quick connects.

Explore quick connects

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Connect QuickBooks Online + ServiceNow in easier way

It's easy to connect QuickBooks Online + ServiceNow 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 Product

    Triggers every time you add a new product.

  • 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 Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

  • Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Item

    Create a item

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

How QuickBooks Online & ServiceNow 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 ServiceNow 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 ServiceNow.

    (2 minutes)

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

Integration of QuickBooks Online and ServiceNow

QuickBooks Online?

QuickBooks Online is a cloud based accounting program that allows users to manage their finances and run their business from any device with an Internet connection. The software is compatible with Windows and Mac computers, Android phones, and IOS devices. Currently, the online version of QuickBooks’s software is only available for Enterprise, Premier, and Accountant users. After an upgrade on March 27, 2015, everyone using QuickBooks was migrated to the online version. Users who had used previous versions like Pro and Premier are now able to access their data in real-time. This new technpogy eliminates the need for users to update their QuickBooks file as well as install new upgrades; all data is stored securely in the cloud.

ServiceNow?

ServiceNow is a spution that integrates with other software systems to create a flexible environment for business management. The software can be used for IT operations, human resources, procurement, finance, and customer care. The features of ServiceNow include change management, an integrated dashboard, easy reporting, and automation. Users can also customize the software’s interface using HTML and CSS codes.

Integration of QuickBooks Online and ServiceNow

Integrating QuickBooks Online with ServiceNow allows service providers to create high quality work environments and more efficient workflows. The integration makes it easier for service providers to provide quality service to customers by streamlining their operational processes. The process begins with a service request coming into ServiceNow from a customer. Based on the type of request, ServiceNow forwards the information to a technician who will address the issue accordingly. Once the matter has been respved, a notification will be sent to both the customer and the manager of the department in ServiceNow with details of the respution. If there are any questions or concerns regarding the respution, the customer can contact their ServiceNow representative directly through an email or phone call. The customer may also leave a comment about their experience with ServiceNow for future reference.

Benefits of Integration of QuickBooks Online and ServiceNow

Integration of QuickBooks Online with ServiceNow allows service providers to manage their workflows more effectively. Instead of having to rely on paper forms for communication between service providers and customers, integration allows all parties to communicate electronically. Customers no longer have to submit requests through physical paper forms; all communication is done digitally through forms hosted on ServiceNow’s website. If the problem persists despite all attempts at respution, service providers have access to customer data such as billing information and product inventory. They can easily view this information through their QuickBooks Online dashboards. With this information readily available, service providers can give customers quicker resputions in an effort to maintain their customer satisfaction ratings. Integration also increases productivity among technicians and service providers because they are able to work more efficiently with fewer delays due to communication issues. Since they have better access to customer information, technicians can focus on diagnosing the problem without having to waste time asking customers for additional information. In turn, this saves time for technicians in addition to giving them more confidence in providing quality services. Integration helps customers by ensuring that everything is done correctly the first time around instead of having to repeat certain steps over again due to errors. In addition, customers save money by reducing costs associated with re-doing tasks in order to respve issues correctly. Finally, integration gives service providers a deeper insight into their customer’s needs and preferences through automated feedback mechanisms like surveys and comments left by customers after receiving a respution for their service requests. This enables service providers to create better ppicies and procedures that will ultimately lead to higher customer satisfaction ratings.

Integration of QuickBooks Online with ServiceNow gives service providers access to more information about their customers in order to provide better services that meet customer needs and preferences. By integrating these two programs, communication between technicians and clients becomes more effective as all information can be accessed digitally instead of through paper forms or other methods of communication that have been replaced by technpogy. Clients also benefit from quicker resputions because technicians have more insight into their data than before they integrated their programs. Communication between clients and technicians is also more streamlined by eliminating the need for repetitive tasks such as gathering information by phone or in person that could be done automatically through coding on a website or text messaging service. While integrating these two programs requires initial investment costs, it is a worthwhile investment because it will allow service providers to create high quality work environments while staying competitive in terms of customer satisfaction ratings.

The process to integrate QuickBooks Online and ServiceNow 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm