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Integrate QuickBooks with SimpleTexting

Cloud-based financial management software. Track expenses, send invoices, and more.

Via Zapier Finance

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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 AccountAdd Contact
New BillRemove Contact
New CustomerSend MMS Message
New EstimateSend 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.

  1. Sign up for a Zapier account. Get started with a free forever plan and 100 tasks per month.
  2. Authenticate your QuickBooks Online and SimpleTexting accounts. Log in to Zapier. Visit Connected accounts, then search for the two apps.
  3. Select your trigger. What event do you want to launch your automation?
  4. Select your action. What do you want to happen when the event takes place?
  5. 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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