Quickbooks Online + Chatter Integration

Integrate Chatter to Quickbooks Online in one click, or tell Integrately AI how you want each customer handled. Post updates, log payments, notify your team, and track invoices automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Chatter
    Post is created in feed in Chatter
  • Chatter
    Group is created in Chatter
  • Chatter
    Topic is created in Chatter
Arrow Right
2.
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • 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
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Delete invoice 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
  • Chatter
    Create post in feed in Chatter

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Chatter + Quickbooks Online Integration

Post customer updates, log new invoices, notify teams, and track payments, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatter + Quickbooks Online flow

Connect messaging, storage, and CRM tools to your automated Chatter and Quickbooks Online processes. Pick a combination and activate it in one click.

Quickbooks Online
Chatter
+
SalesforceSalesforce (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
TrelloTrello (3)
Q
S
C
When a new customer is created in Quickbooks Online, create a contact in Salesforce and post the details in Chatter.
QuickBooks Online customer records flow instantly into Salesforce and get announced in Chatter, eliminating manual data entry.
Q
S
C
When an invoice is created in Quickbooks Online, update the matching Salesforce account and post an update in Chatter.
Invoice creation in QuickBooks Online updates your Salesforce account records and notifies your Chatter feed automatically.
Q
S
C
When a payment is created in Quickbooks Online, update the Salesforce opportunity and notify your team in Chatter.
Payment confirmations in QuickBooks Online update your Salesforce opportunities and alert your team in Chatter instantly.

Supported triggers and actions for Quickbooks Online and Chatter

Mix and match to build the exact automation you need

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

What can you automate with Chatter + Quickbooks Online?

Streamline accounting updates and team communication with ready-made workflows designed for your business.

What you can automate?
💸
Post new customer updates to Chatter automatically
Whenever a new customer is created in QuickBooks Online, instantly trigger a discussion post in Chatter so your entire division stays informed.
📄
Capture every invoice detail in team discussions
Map QuickBooks Online invoice data directly into Chatter feed posts instead of manually copying billing numbers between tabs.
🔔
Alert your team the moment payments arrive
Get instant notifications in Chatter whenever a new payment is recorded in QuickBooks Online, keeping your revenue tracking transparent.
🔀
Route updates based on submitted invoice criteria
Handle different billing events conditionally, ensuring high-value invoices trigger specific follow-up actions in your workspace.
🔄
Keep financial records synchronized across platforms
Update customer details and invoice states continuously between QuickBooks Online and your team collaboration feed.
🛡️
Prevent duplicate records during customer creation
Search existing entries before creating new posts or records, ensuring your Chatter feed remains clean and organized.
💳
Track credit memos and refunds in real time
Monitor returned funds and credit memo creations in QuickBooks Online with automated activity posts in Chatter.
🔌
Extend your financial workflows to Slack
Connect your core QuickBooks Online and Chatter setup with Slack to notify specific channels about new client signups.
And much more...

Who is Chatter + Quickbooks Online integration for?

Connect Chatter and Quickbooks Online to streamline financial tracking, team conversations, and payment visibility across your entire organization.

Finance Managers
Finance Managers
Sales Team Leads
Sales Team Leads
Account Executives
Account Executives
Operations Directors
Operations Directors
Customer Success Specialists
Customer Success Specialists
Business Owners
Business Owners
📈
Finance Managers
You're reviewing revenue numbers across disparate systems but your Chatter discussions only update when someone manually types a report, so the figures you're analyzing are always hours behind — with this integration, every new payment lands in your workflow instantly and your team stays aligned.
Sales Team Leads
You need to act fast when new accounts are funded, and you find out too late because invoicing updates live trapped in accounting software — automating both apps means every customer creation instantly triggers team conversations so you can kick off onboarding immediately.
🤝
Account Executives
You answer to clients who want to see their invoice and payment status confirmed immediately, but manual handoffs cause frustrating communication delays — this integration means every transaction update is broadcasted right away and your client relationships remain friction-free.
📦
Operations Directors
The volume of new invoices and customer records is too high for anyone to keep up by hand, leading to missed billing notifications and disorganized records — connecting these apps means automated tracking handles the heavy lifting without missing a single entry.
👥
Customer Success Specialists
You own the onboarding stage and depend on billing notifications to trigger welcome sequences, but manual checks leave you waiting on updates — with this integration, customer data flows straight into your discussion feed the moment accounts are created.
📋
Business Owners
You need a reliable audit trail of all financial movements but keep finding gaps between accounting entries and team discussions — automating both apps means every invoice, payment, and customer record is logged and discussed seamlessly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Quickbooks Online + Chatter

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

1,500+ apps connected
1,500+ apps connected
Connect Quickbooks Online + Chatter 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 — 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Chatter to Quickbooks Online?
Frequently Asked Questions
You can connect Chatter to Quickbooks Online in just 1 click using Integrately. Simply choose a ready-made template or ask Integrately AI to build the workflow and map the fields across your connected apps.
Can I automatically post QuickBooks Online customer updates to Chatter?
Frequently Asked Questions
Can I connect Chatter, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatter and Quickbooks Online?
Frequently Asked Questions
How does Chatter handle incoming data from QuickBooks Online?
Frequently Asked Questions
Can QuickBooks Online trigger multi-step team workflows?
Frequently Asked Questions
Do I need coding skills to automate Chatter and Quickbooks Online?
Frequently Asked Questions
Is the Chatter and Quickbooks Online integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Chatter or Quickbooks Online With 1500+ Other Apps

Chatter
Popular Chatter Integrations
Connect Chatter with communication, project management, and collaboration tools to keep your teams aligned.
See All
Chatter Integrations arrow right
No popular apps found
Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with invoicing, payroll, and reporting tools to manage your finances effortlessly.