Microsoft Outlook
QuickBooks

Seamless Customer Data Updates

Streamline your customer management process. Effortlessly keep your records current. Enhance your support capabilities.

When this happens...

New Contact Event (Instant)
Trigger new event when a new Contact is created

-

automatically do this!

Update Customer
Updates a customer.

Explore Triggers and Actions

New Attachment Received (Instant)
Trigger new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.
New Contact Event (Instant)
Trigger new event when a new Contact is created
New Email Event (Instant)
Trigger new event when an email is received in specified folders.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

About the apps

Learn more about

Microsoft Outlook

and

QuickBooks

, and how they work together to automate your workflows.

About

Microsoft Outlook

Microsoft Outlook centralizes email and calendars, crucial for support teams to streamline customer communication and enhance service delivery.

Similar integrations
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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 Outlook

+

QuickBooks

= Perfect Match

Integrating Microsoft Outlook with QuickBooks allows your business to automatically update customer records whenever a new contact is created. This integration minimizes manual entry, reduces potential errors, and ensures that your customer data remains accurate in real-time. By automating this workflow, your team can focus on delivering exceptional support rather than getting bogged down in administrative tasks.

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