Act! 365 + Quickbooks Online Integration

Integrate Act! 365 to Quickbooks Online in one click, or tell Integrately AI how you want each contact handled. Sync your contacts, generate invoices, track your expenses, and log customer payments automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act! 365
    New contact is created in Act! 365
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
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2.
  • Act! 365
    Create contact in Act! 365
  • Quickbooks Online
    Create deposit in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for Act! 365 + Quickbooks Online Integration

Capture new contacts, create customer profiles, generate invoices, track expenses, and manage payments, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + Act! 365 Integration

Create Act! 365 contact from new Quickbooks Online customer

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Act! 365, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Act! 365 + Quickbooks Online Integration

Create Quickbooks Online customer for new Act! 365 contact

Creating a new Quickbooks Online customer for every new Act! 365 contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Act! 365 - Quickbooks Online integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Quickbooks Online and Act! 365 systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Quickbooks Online + Act! 365 Integration

Create Act! 365 contact from new Quickbooks Online order

As an online store owner, you're likely using Quickbooks Online to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Quickbooks Online with Act! 365? This integration will allow you to automatically create a contact for each new order in Act! 365.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Act! 365 + Quickbooks Online flow

Teams want to sync customer records to CRMs, email tools, and spreadsheets after financial steps finish. Pick a combination and activate it in one click.

Act! 365
Quickbooks Online
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
A
S
Q
Create a Salesforce contact when a new contact is created in Act! 365, and create a customer in Quickbooks Online
New Act! 365 contacts immediately appear in Salesforce and Quickbooks Online without manual data re-entry.
A
S
Q
When a new contact is created in Act! 365, create a Salesforce lead and create an invoice in Quickbooks Online
Capture Act! 365 contacts in Salesforce and generate Quickbooks Online invoices instantly.
Q
S
A
Update Salesforce records when a Quickbooks Online invoice is created, and check details in Act! 365
Keep Salesforce and Act! 365 updated whenever Quickbooks Online generates a new invoice.
A
S
Q
Use Claude to evaluate new Act! 365 contacts, update Salesforce, and create Quickbooks Online customers
Analyze Act! 365 contacts with Claude before updating Salesforce and Quickbooks Online.

Supported triggers and actions for Act! 365 and Quickbooks Online

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
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Create contact in Act! 365
Adds a new contact to the database
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Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Create deposit in Quickbooks Online
Create deposit
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
Try it โ†’
Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
Try it โ†’
Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
Try it โ†’
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it โ†’
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it โ†’
Search term by name in Quickbooks Online
Searches for a term by name
Try it โ†’
Search class by name in Quickbooks Online
Searches for a class by its name
Try it โ†’
Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
Try it โ†’
Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
Try it โ†’
Get customer by id in Quickbooks Online
Retrieves customer information based on their id
Try it โ†’
Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
Try it โ†’
Search vendor in Quickbooks Online
Searches for a vendor
Try it โ†’
Create vendor in Quickbooks Online
Adds a new vendor
Try it โ†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it โ†’
Create expense in Quickbooks Online
Generates a new expense record
Try it โ†’
Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Act! 365 + Quickbooks Online?

Streamline your entire customer lifecycle from initial contact creation in Act! 365 to financial tracking and invoicing in Quickbooks Online.

What you can automate?
๐Ÿงพ
Create invoices from new Act! 365 contacts
Generate Quickbooks Online invoices automatically the moment a new contact is created in Act! 365. Eliminate manual data transfer between your sales and accounting software.
๐Ÿ“‹
Capture every submitted contact field
Map all available contact details from Act! 365 into separate Quickbooks Online customer fields instead of just names and emails. Your accounting ledger becomes much more detailed.
๐Ÿ””
Alert your finance team instantly
Notify your billing department the second a new contact triggers an accounting action. Keep your entire organization aligned on incoming revenue opportunities.
๐Ÿ”€
Route transactions based on submitted data
Apply conditional logic to create different types of invoices or customer accounts in Quickbooks Online depending on specific attributes submitted in Act! 365.
๐Ÿ”„
Keep accounting records continuously updated
Synchronize customer updates between Act! 365 and Quickbooks Online in real time. Prevent discrepancies across your sales pipeline and financial ledgers.
๐Ÿ”
Search and update instead of creating duplicates
Check if a customer already exists in Quickbooks Online before creating a new record from Act! 365 data. Maintain clean and organized financial databases.
๐Ÿ’ณ
Handle payments and receipt generation
Automate sales receipts and payment logging in Quickbooks Online whenever financial milestones are reached. Keep your revenue tracking accurate and up to date.
๐ŸŒ
Extend workflows to external applications
Connect your Act! 365 and Quickbooks Online core flow to supporting platforms like Gmail or Google Sheets to notify stakeholders or log records externally.
And much more...

Who is Act! 365 + Quickbooks Online integration for?

Sales and finance teams managing customer growth need this integration to ensure every new contact instantly triggers accounting updates without manual data entry.

Financial analysts
Financial analysts
Sales operations managers
Sales operations managers
Client account directors
Client account directors
Customer success leads
Customer success leads
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue figures in Act! 365 but your accounting ledger only updates when someone manually exports contacts, so the financial reports you're presenting are always a few hours behind โ€” with this integration, every new contact lands in Quickbooks Online instantly and your data stays current.
โšก
Sales operations managers
You need to issue invoices the moment a prospect converts in Act! 365, but manual handoffs mean finance finds out too late โ€” with this integration, every new contact automatically generates the correct customer profile and invoice in Quickbooks Online without delay.
๐Ÿ“‹
Client account directors
You answer to external stakeholders who want to see financial records aligned with active sales pipelines, but fragmented tools leave gaps in your reporting โ€” with this integration, connecting these apps means your customer records and invoices match up seamlessly across both systems.
๐Ÿ”„
Customer success leads
The volume of new contacts coming through Act! 365 is too high for anyone to keep up by hand, leading to delayed billing setups โ€” with this integration, automating both apps means every customer is registered in Quickbooks Online the second they are added.
๐Ÿค
Billing specialists
You own the invoicing step and depend on sales reps to hand over contact details, causing bottlenecks in your billing cycle โ€” with this integration, this integration means customer creation and invoice generation happen instantly upon contact creation.
๐Ÿ—‚๏ธ
Business owners
You need a reliable history of all customer interactions and financial transactions, but missing records keep appearing between your sales and accounting tools โ€” with this integration, every contact and invoice is logged accurately so your audit trail is always complete.
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Why choose Integrately to automate Act! 365 + Quickbooks Online

Build and manage your Act! 365 + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act! 365 to Quickbooks Online?
Frequently Asked Questions
You can connect Act! 365 to Quickbooks Online using 1-click setup or Integrately AI, and extend your workflows to apps like Gmail, Google Sheets, and Salesforce.
Can I automatically create Quickbooks Online invoices when a new contact is created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Quickbooks Online, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Quickbooks Online?
Frequently Asked Questions
How does Act! 365 handle new contact data during synchronization?
Frequently Asked Questions
Can Quickbooks Online invoices be generated automatically without manual entry?
Frequently Asked Questions
Is it possible to set up this automation without writing any code?
Frequently Asked Questions
Is the Act! 365 and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect Act! 365 or Quickbooks Online With 1500+ Other Apps

Act! 365
Popular Act! 365 Integrations
Connect Act! 365 to CRMs, email tools, and marketing platforms to manage and follow up on your leads.
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Act! 365 Integrations arrow right
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Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with payment gateways, reporting tools, and spreadsheets to keep financial data working across your stack.