Integrating QuickBooks Online with Office 365 by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between QuickBooks Online and Office 365
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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 Office 365
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
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It's easy to connect QuickBooks Online + Office 365 without coding knowledge. Start creating your own business flow.
- Triggers
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New AccountTriggers whenevver a new account is added.
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New Bill
Triggers every time a new bill is added.
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New Customer
Triggers when you add a new customer.
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New Estimate
Triggers whenever you add a new estimate.
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New Invoice
Triggers every time you add a new invoice.
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New Payment
Triggers everytime a payment is received (with line item support).
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New Product
Triggers every time you add a new product.
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New Purchase Order
Triggers every time a new purchase order is added.
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New Sales Receipt
Triggers whenever a new sales receipt is added.
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New Vendor
Triggers every time a new vendor is added.
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Updated Invoice
Triggers every time you update a invoice
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New CalendarTriggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
- Actions
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Create Customer
Adds a new customer.
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Create Invoice
Adds a new invoice (with line item support).
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Create Item
Create a item
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Create Sales Receipt
Adds a new sales receipt (with line item support).
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Update Invoice
Refresh an existing invoice (with line item support).
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
How QuickBooks Online & Office 365 Integrations Work
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Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Office 365 as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from QuickBooks Online to Office 365.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.