Microsoft Teams

QuickBooks

Instant Customer Updates

Streamline your support process effortlessly. Keep customer information current with every message. Enhance efficiency and response times.

When this happens...

New Channel Message

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

automatically do this!

Update Customer

Updates a customer.

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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.

About the apps

Learn more about

Microsoft Teams

and

QuickBooks

, and how they work together to automate your workflows.

About

Microsoft Teams

Microsoft Teams centralizes chat, meetings, and tasks, essential for support teams to streamline customer communication and enhance service delivery.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations

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Why

Microsoft Teams

+

QuickBooks

= Perfect Match

Efficient customer support relies on timely information. By integrating Microsoft Teams with QuickBooks, each new message posted in a channel can trigger an automatic update of customer details. This seamless connection reduces the manual effort required to maintain accurate records, ensuring your team can focus on delivering outstanding support. Enhance your operational workflows by minimizing delays and ensuring that all customer interactions are based on the most current data available.