Microsoft Teams and QuickBooks Integration

Explore Triggers and Actions

New Channel Message

Trigger new event when a new message is posted in a channel

New Channel

Trigger new event when a new channel is created within a team

New Chat Message

Trigger new event when a new message is received in a chat

New Team Member

Trigger new event when a new member is added to a team

New Chat

Trigger new event when a new chat is created

New Team

Trigger new event when a new team is joined by the authenticated user

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Microsoft Teams and Quickbooks?

Our Microsoft Teams and QuickBooks integration empowers your team to access, manage, and share financial data directly within Teams. Automate invoicing, track expenses, and receive real-time updates on your accounting activities without leaving your collaboration hub. Simplify your workflow, reduce manual data entry, and improve financial transparency across your organization.

Frequently asked questions

How does the Microsoft Teams and QuickBooks integration work?

The integration connects your QuickBooks account with Microsoft Teams, allowing you to view invoices, receive payment notifications, and share financial reports directly within Teams channels and chats. This eliminates the need to switch between apps and keeps your team informed in real time.

Can I create and send invoices from Microsoft Teams?

Yes, with the integration, you can generate and send invoices through QuickBooks without leaving Microsoft Teams, streamlining your billing process and speeding up payment cycles.

Is my financial data secure when using this integration?

Absolutely. The integration uses secure authentication protocols and adheres to industry-standard data protection measures to ensure your financial information remains safe and confidential.

Do I need to have QuickBooks Online or Desktop to use this integration?

This integration currently supports QuickBooks Online. Ensure your QuickBooks account is active and connected to enable seamless data synchronization with Microsoft Teams.

How can I set up the Microsoft Teams and QuickBooks integration?

Setup is simple: install the QuickBooks app from the Microsoft Teams app store, sign in with your QuickBooks credentials, and authorize the connection. Once connected, customize your notification preferences and start collaborating efficiently.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Microsoft Teams and Quickbooks?

Frequently asked questions

Built by folks who built

AI That Works for Support Teams