Quickbooks Online + ServiceM8 Integration

Integrate Quickbooks Online to ServiceM8 in one click, or tell Integrately AI how you want each invoice handled. Create jobs, update client records, log payments, and track field progress automatically.

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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
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • 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
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create journal entry 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
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Quickbooks Online + ServiceM8 Integration

Create jobs from new invoices, update client records, track payments, and sync customer details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Quickbooks Online + ServiceM8 flow

Sync customer records to your CRM, alert your team on messaging apps, and send payment receipts by email. Pick a combination and activate it in one click.

Quickbooks Online
ServiceM8
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TwilioTwilio (3)
+
SlackSlack (3)
Q
G
S
Send a client email via Gmail when a Quickbooks Online invoice is created, and create a job in ServiceM8.
New invoices generated in Quickbooks Online trigger a confirmation email in Gmail and automatically create a corresponding job in ServiceM8.
S
Q
G
Create a Quickbooks Online customer, email them via Gmail, and create a job in ServiceM8.
New clients added in ServiceM8 create a customer profile in Quickbooks Online and trigger a welcome email in Gmail.
S
Q
G
When a ServiceM8 job is completed, record payment in Quickbooks Online and send a receipt via Gmail.
Completed service jobs automatically log payments in Quickbooks Online and send itemized receipts through Gmail.

Supported triggers and actions for Quickbooks Online and ServiceM8

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
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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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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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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 journal entry in Quickbooks Online
Generates a new journal entry
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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
Try it →
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 →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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What can you automate with Quickbooks Online + ServiceM8?

Streamline your field service and accounting operations by connecting billing, job tracking, and customer updates.

What you can automate?
🔄
Create ServiceM8 jobs from new invoices
Automatically generate a new job in ServiceM8 the moment an invoice is created in Quickbooks Online. Your field team receives dispatch details immediately without manual copy-pasting.
📝
Capture every submitted client field
Map all custom customer details and line items across both apps instead of transferring only basic names. Your records become complete and accurate for future service visits.
💬
Alert your team instantly on messaging apps
Send automated notifications to your dispatch or finance channels whenever a job status changes or an invoice is paid. Everyone stays informed without checking multiple dashboards.
🔀
Route jobs based on submitted criteria
Trigger different workflows or assign priority tags depending on the service type or invoice amount submitted by the client. Automated routing ensures requests reach the right department.
⏱️
Keep records updated as projects evolve
Modify existing customer profiles and update invoice line items automatically whenever job details change in either platform. Your database stays current throughout the project lifecycle.
🚫
Prevent duplicate records automatically
Search existing databases before creating new entries to ensure customer profiles and invoices are updated rather than duplicated. Clean data keeps your accounts organized.
💳
Handle payment and status milestones
Automate actions when job quotes are accepted, invoices are paid, or tasks are completed. Milestone tracking triggers receipts and closing entries without manual intervention.
🔌
Extend your workflow to team communication tools
Connect your core accounting and job management setup with Slack to broadcast updates, request approvals, and keep cross-functional teams synchronized.
And much more...

Who is Quickbooks Online + ServiceM8 integration for?

Connecting Quickbooks Online and ServiceM8 helps field service businesses, finance teams, and operations managers eliminate manual data re-entry and keep records aligned.

Finance Managers
Finance Managers
Dispatch Coordinators
Dispatch Coordinators
Account Executives
Account Executives
Operations Directors
Operations Directors
Field Technicians
Field Technicians
Business Owners
Business Owners
📈
Finance Managers
You review financial reports to track business growth, but delayed job logs mean your revenue metrics are always outdated — with this integration, every completed service record updates your accounts instantly and your financial data stays current.
Dispatch Coordinators
You need to assign field staff as soon as clients approve estimates, but manual handoffs cause scheduling bottlenecks — with this integration, every accepted quote generates a service job instantly and your team deploys without delay.
📋
Account Executives
You answer client questions about billing status and job progress, but disconnected software forces you to check multiple apps — with this integration, customer accounts and job histories stay synchronized and your client inquiries are resolved immediately.
🔄
Operations Directors
The volume of daily service calls is too high for your staff to keep accounting records updated by hand, leading to missing invoices — with this integration, every transaction and job status flows between systems automatically and your records remain error-free.
🛠️
Field Technicians
You rely on office staff to hand over customer billing details before visiting job sites, but missing paperwork delays your work — with this integration, client profiles and service tasks appear on your mobile app instantly and your service delivery runs smoothly.
📊
Business Owners
You need a reliable audit history of every client interaction and payment, but manual entry creates persistent data gaps — with this integration, every customer touchpoint is logged across platforms and your business records are fully complete.
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 + ServiceM8

Build and manage your Quickbooks Online + ServiceM8 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 + ServiceM8 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quickbooks Online to ServiceM8?
Frequently Asked Questions
You can connect Quickbooks Online to ServiceM8 instantly using 1-click workflows or Integrately AI. Choose a ready template, connect your accounts, and sync data across Gmail, Google Calendar, Slack, and 1,500+ other apps.
Can I automatically create a ServiceM8 job when a Quickbooks Online invoice is created?
Frequently Asked Questions
Can I connect Quickbooks Online, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quickbooks Online and ServiceM8?
Frequently Asked Questions
How does Quickbooks Online handle invoice data during synchronization?
Frequently Asked Questions
Can ServiceM8 trigger customer updates in accounting software?
Frequently Asked Questions
Do I need coding skills to automate Quickbooks Online and ServiceM8?
Frequently Asked Questions
Is the Quickbooks Online and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Quickbooks Online or ServiceM8 With 1500+ Other Apps

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