Microsoft Teams
QuickBooks

Microsoft Teams and Quickbooks Integration

Seamlessly connect Microsoft Teams with QuickBooks to streamline your financial workflows and enhance team collaboration.

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
Create Purchase
Creates a new purchase.
Create Sales Receipt
Creates a sales receipt.
Delete Purchase
Delete a specific purchase.
Get Customer
Returns info about a customer.
Get Bill
Returns info about a bill.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase Order
Returns details about a purchase order.

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.

Connect
Microsoft Teams
and
QuickBooks
to streamline your company's workflows, automate tasks, and boost productivity.

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.

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