QuickBooks
Cloud-based financial management software. Track expenses, send invoices, and more.
What Is QuickBooks Online?
QuickBooks Online is accounting made simple. As a finance tool for small and large businesses, it gives you the power to manage various accounting tasks in house. It’s estimated that businesses save an average of 42 hours per month with QuickBooks!
Popular Ways to Integrate QuickBooks Online and SimpleTexting
Create automated processes that cut back on busy work and save you time. Here are some ideas to get you started…
- Add new customers in QuickBooks to a list in SimpleTexting
- Send payment confirmation text messages
- Automatically send an SMS when a new estimate is created
What Else Can You Do?
Hundreds of organizations use our QuickBooks Online-SimpleTexting integration to automate their workflows. Below are some of the most common triggers and actions. Want to see a full list? Visit Zapier.
| When this happens in QuickBooks… | Do this in SimpleTexting… |
|---|---|
| New Account | Add Contact |
| New Bill | Remove Contact |
| New Customer | Send MMS Message |
| New Estimate | Send SMS Message |
| New Expense | |
| New Invoice | |
| New Payment | |
| New Sales Receipt | |
| New Purchase Order | |
| Updated Customer |
How Do I Get Started?
A few minutes now can save you hours later. Here’s how to connect the two apps in just a few easy steps.
- Sign up for a Zapier account. Get started with a free forever plan and 100 tasks per month.
- Authenticate your QuickBooks Online and SimpleTexting accounts. Log in to Zapier. Visit Connected accounts, then search for the two apps.
- Select your trigger. What event do you want to launch your automation?
- Select your action. What do you want to happen when the event takes place?
- Done! Now that the tedious stuff is taken care of, you can focus on the big picture.
Need more guidance? Visit our help center for step-by-step articles and videos.
More Resources for QuickBooks Customers
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