Microsoft Outlook
QuickBooks

Streamline Invoice Searches

Transform your email notifications into actionable insights. Automate invoice queries upon receiving relevant messages. Enhance your workflow efficiency without manual checks.

When this happens...

New Email Event (Instant)
Trigger new event when an email is received in specified folders.

-

automatically do this!

Search Items
Searches for items.

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.
Update Invoice
Updates an invoice.
Update Item
Updates an item.
Void Invoice
Voids an invoice.

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.

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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.

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Why

Microsoft Outlook

+

QuickBooks

= Perfect Match

By integrating Microsoft Outlook with Quickbooks, you can automate the process of searching for invoices or other relevant items whenever an email is received in designated folders. This integration allows customer support agents to quickly retrieve critical information without needing to navigate multiple systems manually. The result is a seamless workflow that enhances productivity, reduces response times, and improves overall customer satisfaction by providing immediate access to necessary financial data.

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