App Holder
Microsoft SharePoint

Microsoft SharePoint and QuickBooks Online Integration

Automate invoicing and payment processing. Connect Microsoft SharePoint and QuickBooks Online. Run workflows.

Get Started

Popular Integrations

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Customer in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Expense in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Journal Entry in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Payment in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Bill in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Purchase Order in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Add a Task in Microsoft SharePoint on a New Payment in QuickBooks Online

  • QuickBooks Online Microsoft SharePoint

    Add a Task in Microsoft SharePoint on a New Purchase Order in QuickBooks Online

Looking for something else?

Create your own Integration

Connect Microsoft SharePoint and QuickBooks Online the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Microsoft SharePoint

    New Document

    Triggers when a new Document is added to the selected Site's Document Library
  • Microsoft SharePoint

    New Task

    Triggers when a new Task is added to a particular Plan. Requires Admin Consent
  • Microsoft SharePoint

    New Calendar Event for Group

    Triggers when a new Event is added to the Group Calendar. Requires Admin Consent
  • Microsoft SharePoint

    New Group Email

    Triggers when a new group email is received. Requires Admin Consent
  • QuickBooks Online

    New Expense

    Triggers when a new Expense is created
  • QuickBooks Online

    New Bill

    Triggers when a new Bill is created in Expenses
  • QuickBooks Online

    New Customer

    Triggers when a customer is created
  • QuickBooks Online

    New Journal Entry

    Triggers when a new Journal Entry is created
  • QuickBooks Online

    New Payment

    Triggers when a payment is received
  • QuickBooks Online

    New Purchase Order

    Triggers when a new Purchase Order is created
  • QuickBooks Online

    New Invoice Line Item

    Triggers when there is a new Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • QuickBooks Online

    New Sales Receipt

    Triggers when you add a new Sales Receipt
  • QuickBooks Online

    New Account

    Triggers when you add a new Account
  • QuickBooks Online

    Invoice Updated

    Triggers when an existing Invoice gets Updated
  • QuickBooks Online

    New Invoice

    Triggers when you add a new Invoice
  • QuickBooks Online

    New Estimate

    Triggers when a Estimate is added
  • QuickBooks Online

    Modified Customer

    Triggers when a customer data is modified
  • QuickBooks Online

    Bill Due

    Triggers when a Bill is nearing/past Due date by a specified number of days.
  • QuickBooks Online

    Invoice Due

    Triggers when an Invoice is nearing/past Due date by a specified number of days.
  • QuickBooks Online

    New Vendor

    Triggers when a Vendor is added

Do this

ACTIONS
  • QuickBooks Online

    Add or Update a Customer

    Creates a customer, updates existing one based on Display name
  • QuickBooks Online

    Add an Invoice

    Creates an invoice for a customer
  • QuickBooks Online

    Add a Payment

    Creates a Payment for a Customer
  • QuickBooks Online

    Add a Sales Receipt

    Creates a sales invoice for a customer
  • QuickBooks Online

    Add a Vendor

    Creates a new Vendor
  • QuickBooks Online

    Add a Purchase Order

    Add a Purchase Order
  • QuickBooks Online

    Add an Expense (account based)

    Add an expense (account line support)
  • QuickBooks Online

    Add a Credit Note

    Add a Credit Note
  • QuickBooks Online

    Add a Product or Service

    Creates a new Product/Service
  • QuickBooks Online

    Add a Journal Entry

    Add a Journal Entry
  • QuickBooks Online

    Add Line Item To Invoice

    add a new line item to an existing invoice
  • QuickBooks Online

    Add Note

    Add Note to a Resource
  • QuickBooks Online

    Add a Bill

    Add a bill to a vendor
  • QuickBooks Online

    Add a Cheque

    Add a Cheque
  • QuickBooks Online

    Add a Refund Receipt

    Adds a Refund Receipt
  • QuickBooks Online

    Add an Estimate

    Add an Estimate
  • QuickBooks Online

    Add Time Activity

    Add Time Activity
  • QuickBooks Online

    Add an Expense (item based)

    Add an expense
  • QuickBooks Online

    Search a Customer

    Searches for a Customer based on Name or Email
  • QuickBooks Online

    Update Bill

    Updates an existing Bill
  • QuickBooks Online

    Search a Product or Service

    Searches for products/service based on name. Use this to dynamically add line items to Invoice/Bill/Expense.
  • QuickBooks Online

    Search Vendors

    Searches for a Vendor based on Name, Email or Id
  • QuickBooks Online

    Send Invoice

    Send an invoice to a specified email
  • QuickBooks Online

    Send a Sales Receipt

    Send a Sales Receipt to a specified email
  • QuickBooks Online

    Update an Invoice

    Updates an existing Invoice using Invoice ID
  • QuickBooks Online

    Search Invoice

    Searches for a Invoice based on Invoice Number
  • Microsoft SharePoint

    Add a Task

    Add a Task to a Bucket in Plan. Requires Admin Consent
  • Microsoft SharePoint

    Send Group Email

    Send an email to a group for a site. Requires Admin Consent
  • Microsoft SharePoint

    Add an Event to Group Calendar

    Add an Event to the selected Group Calendar. Requires Admin Consent
  • Microsoft SharePoint

    Move a Task

    Move a Task to the specified Bucket in a Plan. Requires Admin Consent
  • Microsoft SharePoint

    Search Documents

    Search Documents based on the Document ID or Document Name. Searches on Document Name look for case insensitive exact matches
  • Microsoft SharePoint

    Search Sites

    Search Sites based on the Site ID or Site Name. Searches on Site Name look for case insensitive exact matches

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Twitter
Facebook
Facebook Pages

Social

Microsoft SharePoint Workflow
QuickBooks Online Workflow
Gmail
Office 365
Zoho Mail

Email

Connect Microsoft SharePoint and QuickBooks Online with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Try Now

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

Say Goodbye to those busy days

Get Started for FREE

No credit card required.