QuickBooks
Microsoft Outlook

Streamlined Customer Updates

Effortlessly update customer information. Maintain accurate contact records. Enhance communication efficiency.

When this happens...

New Customer Updated
Trigger new event when a customer is updated.

-

automatically do this!

Update Contact
Add a contact to the root Contacts folder,

Explore Triggers and Actions

New Purchase Updated
Trigger new event when a purchase is updated.
Move Email to Folder
Moves an email to the specified folder in Microsoft Outlook.
Remove Label from Email
Removes a label/category from an email in Microsoft Outlook.
Reply to Email
Reply to an email in Microsoft Outlook.
Send Email
Send an email to one or multiple recipients,
Update Contact
Add a contact to the root Contacts folder,
Find Email
Search for an email in Microsoft Outlook.

About the apps

Learn more about

QuickBooks

and

Microsoft Outlook

, and how they work together to automate your workflows.

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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About

Microsoft Outlook

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

Similar integrations
No items found.

Why

QuickBooks

+

Microsoft Outlook

= Perfect Match

Integrating Quickbooks with Microsoft Outlook allows you to automate the process of updating customer information. When a customer is modified in Quickbooks, the integration triggers a seamless update in your Outlook contacts. This reduces manual entry, ensures accuracy, and saves valuable time, enabling your team to focus on customer engagement instead of administrative tasks.

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