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Microsoft Teams
QuickBooks

Connect Microsoft Teams and QuickBooks integrations

Explore ready-made Microsoft Teams and QuickBooks templates and start automating in minutes.

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Create a custom workflow

Integrate Microsoft Teams with QuickBooks and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft Teams
Trigger: Watch Messages
QuickBooks
Action: Select an action
1. Select a trigger

  • Triggers when a someone sends a message in a team's channel or in a chat.

  • Triggers when a new message is created in a team's channel.

  • Triggers when a new reply to selected message is received. Not available for Personal accounts.

  • Triggers when a new Microsoft Team or Office 365 group is created.

2. Select an action

  • Creates a bill.

  • Creates a credit card payment.

  • Creates a credit memo.

  • Creates a customer.

  • Creates a deposit.

  • Creates a journal entry.

  • Creates a payment.

  • Creates a purchase.

  • Creates a purchase order.

  • Creates a refund receipt.

  • Creates a sales receipt.

  • Creates a note.

  • Creates a time activity.

  • Creates a vendor.

  • Creates an account.

  • Creates an estimate.

  • Creates an invoice.

  • Creates an item.

  • Deletes a bill.

  • Deletes a credit memo.

  • Deletes a deposit.

  • Deletes a journal entry.

  • Deletes a payment.

  • Deletes a purchase.

  • Deletes a purchase order.

  • Deletes a refund receipt.

  • Deletes a sales receipt.

  • Deletes a time activity.

  • Deletes an attachment.

  • Deletes an estimate.

  • Removes an invoice.

  • Downloads a file.

  • Downloads a payment.

  • Downloads a sales receipt.

  • Downloads an estimate.

  • Downloads an invoice.

  • Returns info about a bill.

  • Returns info about a credit memo.

  • Returns info about a customer.

  • Returns info about a deposit.

  • Returns info about a journal entry.

  • Returns info about a payment.

  • Returns info about a purchase.

  • Returns details about a purchase order.

  • Returns info about a refund receipt.

  • Returns details about a sales receipt.

  • Returns info about an activity.

  • Returns info about a vendor.

  • Returns info about an account.

  • Returns info about an estimate.

  • Returns info about an invoice.

  • Returns info about an item.

  • Returns info about a company.

  • Performs an arbitrary authorized API call.

  • Sends a sales receipt.

  • Sends an estimate.

  • Sends an invoice.

  • Updates a bill.

  • Updates a credit memo.

  • Updates a customer.

  • Updates a deposit.

  • Updates a journal entry.

  • Updates a payment.

  • Updates a purchase.

  • Updates a purchase order.

  • Updates a refund receipt.

  • Updates a sales receipt.

  • Updates a time activity.

  • Updates a vendor.

  • Updates an account.

  • Updates an estimate.

  • Updates an invoice.

  • Updates an item.

  • Uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Microsoft Teams and QuickBooks.

Add a Member
Adds a new member.
Action
Add a Member to a Group
Adds a member into an Office 365 Group.
Action
Create a Bill
Creates a bill.
Action
Create a Channel
Creates a new channel in a Microsoft Team.
Action
Create a Credit Card Payment
Creates a credit card payment.
Action
Create a Credit Memo
Creates a credit memo.
Action
Create a Customer
Creates a customer.
Action
Create a Deposit
Creates a deposit.
Action
Create a Journal Entry
Creates a journal entry.
Action
Load more

Popular Microsoft Teams and QuickBooks workflows

Connect Microsoft Teams and QuickBooks with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Send a message about a new event in QuickBooks to Microsoft Teams

Easily communicate new QuickBooks events to your team with Microsoft Teams integration, enhancing collaboration, productivity, and streamlined financial project management.

Send a message about a new event in QuickBooks to Microsoft Teams
Use template
App Families

Send a detailed message about a new event in QuickBooks to Microsoft Teams

When a new object is created in QuickBooks, a detailed message about this event is sent to Microsoft Teams.

Send a detailed message about a new event in QuickBooks to Microsoft Teams
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.