Microsoft Office 365 + Quickbooks Online Integration

Integrate Microsoft Office 365 to Quickbooks Online in one click, or tell Integrately AI how you want each contact handled. Create customers, send invoices, update accounts, and sync your financial records automatically.

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1.
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 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.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id 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 Microsoft Office 365 + Quickbooks Online Integration

Create customers, generate invoices, track expenses, log payments, and manage bills, all in just one click.

Most popular automationsmost-popular-automations
Quickbooks Online + Microsoft Office 365 Integration

Create Microsoft Office 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 Microsoft Office 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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Microsoft Office 365 + Quickbooks Online Integration

Create Quickbooks Online customer for new Microsoft Office 365 contact

Creating a new Quickbooks Online customer for every new Microsoft Office 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 Microsoft Office 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 Microsoft Office 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 + Microsoft Office 365 Integration

Create Microsoft Office 365 event for new Quickbooks Online time activity

If you're using Quickbooks Online to track your time, you can also use it to create events in your Microsoft Office 365. This way, you can easily see when you're scheduled for work and how much time you have left for other activities.

With this Quickbooks Online - Microsoft Office 365 integration, Integrately will create event in your Microsoft Office 365 automatically. You'll be able to relax and enjoy your free time knowing that Quickbooks Online is taking care of tracking your work hours!
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Microsoft Office 365 + Quickbooks Online Integration

Create Quickbooks Online time activity for new Microsoft Office 365 event

Microsoft Office 365 is a great way to keep track of event. But what if you want to track the time spent on those events? Quickbooks Online can help with that!

This automation is the perfect solution for tracking time spent on specific tasks. It will create a time activity in Quickbooks Online every time an event is created in Microsoft Office 365.
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Connect more apps to your Microsoft Office 365 + Quickbooks Online flow

Sync your financial records with spreadsheets, marketing tools, and storage to keep your business operations fully connected. Pick a combination and activate it in one click.

Microsoft Office 365
Quickbooks Online
+
Microsoft ExcelMicrosoft Excel (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
M
Q
M
Create a QuickBooks Online customer when a Microsoft Office 365 contact is created, and log the details in Microsoft Excel.
New Microsoft Office 365 contacts instantly create QuickBooks Online customers while recording the data in Microsoft Excel, removing manual copy-pasting.
M
Q
M
Create a QuickBooks Online invoice when a Microsoft Office 365 email is received, and log it in Microsoft Excel.
Incoming Microsoft Office 365 emails generate QuickBooks Online invoices and log the transaction details in Microsoft Excel automatically.
Q
M
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When a QuickBooks Online invoice is created, update the Microsoft Office 365 contact and log the status in Microsoft Excel.
New QuickBooks Online invoices update matching Microsoft Office 365 contacts and record the activity in Microsoft Excel instantly.

Supported triggers and actions for Microsoft Office 365 and Quickbooks Online

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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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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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Create journal entry in Quickbooks Online
Generates a new journal entry
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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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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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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
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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
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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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
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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
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
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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
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Microsoft Office 365 + Quickbooks Online?

Connect your team communications and financial accounting to eliminate manual data entry and keep your records aligned.

What you can automate?
๐Ÿงพ
Create QuickBooks Online customers from Microsoft Office 365 contacts
Automatically generate a new customer in Quickbooks Online the moment a contact is created in Microsoft Office 365, ensuring your accounting software always matches your communication records.
๐Ÿ“‹
Capture every submitted contact and email field
Map all available contact details and email information from Microsoft Office 365 straight into Quickbooks Online records, avoiding missing data or incomplete customer profiles.
๐Ÿ””
Alert your team instantly when invoices or payments occur
Send automated notifications and follow-up emails through Microsoft Office 365 whenever a new invoice or payment is created in Quickbooks Online.
๐Ÿ”€
Route invoices and estimates based on customer details
Create different Quickbooks Online invoices or estimates depending on specific criteria found in your Microsoft Office 365 calendar events and emails.
๐Ÿ”„
Keep contact and customer records updated as details change
Sync updates across both platforms so that modified contact information in Microsoft Office 365 instantly updates the matching Quickbooks Online customer profile.
๐Ÿ”
Prevent duplicate entries with smart lookups
Search for existing records in Quickbooks Online before creating new customers or invoices, keeping your financial database clean and organised.
๐Ÿ’ณ
Handle later status changes like credit memos and payments
Automate downstream actions when payments are created or credit memos are generated in Quickbooks Online, keeping all financial records perfectly synchronised.
โšก
Extend your accounting workflow to team collaboration tools
Connect your Microsoft Office 365 and Quickbooks Online automation to Slack so your entire team stays informed of financial updates in real time.
And much more...

Who is Microsoft Office 365 + Quickbooks Online integration for?

Connecting Microsoft Office 365 and Quickbooks Online streamlines client management, financial record keeping, and administrative operations for growing businesses.

Accountants
Accountants
Sales representatives
Sales representatives
Business owners
Business owners
Administrative teams
Administrative teams
Finance managers
Finance managers
Client success managers
Client success managers
๐Ÿ“ˆ
Accountants
You're reviewing financial records in Quickbooks Online, but contact details live in Microsoft Office 365 and require manual re-typing, so your billing details are often out of date โ€” integrating these apps means every new contact creates a customer record instantly and your books stay accurate.
๐Ÿ“…
Sales representatives
You schedule client meetings in Microsoft Office 365, but invoicing in Quickbooks Online happens hours later, so your billing cycle drags behind your sales pipeline โ€” automating both apps means every completed calendar event triggers a customer lookup and your invoices go out on time.
๐Ÿข
Business owners
You manage customer communications across Microsoft Office 365 emails, but financial tracking in Quickbooks Online is managed separately, so client payment histories have frustrating gaps โ€” with this integration, customer interactions and billing records stay perfectly aligned across both tools.
๐Ÿ“‹
Administrative teams
You handle high volumes of client onboarding documents in Microsoft Office 365, but manual data entry into Quickbooks Online slows down your billing process โ€” this integration means every new contact flows straight into your accounting software without double-handling.
๐Ÿ’ผ
Finance managers
You depend on team members to hand over client contact updates from Microsoft Office 365 before you can create invoices in Quickbooks Online, so billing delays pile up at month-end โ€” automating both apps means every update is captured instantly so your invoicing stays current.
๐Ÿค
Client success managers
You log ongoing client details in Microsoft Office 365, but reconciling those records with Quickbooks Online invoices creates tedious admin work, so your account history is often incomplete โ€” connecting these apps means every update flows directly into your financial ledger.
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Why choose Integrately to automate Microsoft Office 365 + Quickbooks Online

Build and manage your Microsoft Office 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 Microsoft Office 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
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to Quickbooks Online?
Frequently Asked Questions
You can connect Microsoft Office 365 to Quickbooks Online in 1 click using ready templates on Integrately, or use Integrately AI to set up your workflow.
Can I automatically create Quickbooks Online customers from Microsoft Office 365 contacts?
Frequently Asked Questions
Can I connect Microsoft Office 365, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and Quickbooks Online?
Frequently Asked Questions
How does Microsoft Office 365 handle contact creation triggers here?
Frequently Asked Questions
Can Quickbooks Online invoice creation trigger notifications?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and Quickbooks Online?
Frequently Asked Questions
Is the Microsoft Office 365 and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Office 365 or Quickbooks Online With 1500+ Other Apps

Microsoft Office 365
Popular Microsoft Office 365 Integrations
Connect Microsoft Office 365 to email, calendar, and team collaboration tools to streamline communication.
Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with reporting, payroll, and invoicing tools to keep financial operations connected.