Connect Microsoft Teams to QuickBooks

Use 6 documented Microsoft Teams triggers to run 24 documented QuickBooks actions.

6 source triggers

24 target actions

Reverse direction supported

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Why Connect Microsoft Teams & QuickBooks?

Start with a Microsoft Teams event

Choose from 6 documented triggers, including New Channel, New Channel Message, New Chat.

Run a QuickBooks action

Send the event into one of 24 documented actions, such as Create AP Aging Detail Report, Create Bill, Create Customer.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling

New Customer Updated

Emit new event when a customer is updated.

polling

New Employee Created

Emit new event when a new employee is created.

polling

New Employee Updated

Emit new event when an employee is updated.

polling

New Invoice Created

Emit new event when a new invoice is created.

polling

New Invoice Updated

Emit new event when an invoice is updated.

polling

New Item Created

Emit new event when a new item is created.

polling

New Item Updated

Emit new event when an item is updated.

polling

New Purchase Created

Emit new event when a new purchase is created.

polling

New Purchase Updated

Emit new event when a purchase is updated.

polling

Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

Integration Features

6 documented Microsoft Teams triggers

24 documented QuickBooks actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported QuickBooks to Microsoft Teams direction

Capability Examples

Microsoft Teams trigger → QuickBooks action

Catalog example

Microsoft Teams

New Channel

QuickBooks

Create AP Aging Detail Report

QuickBooks trigger → Microsoft Teams action

Reverse direction

QuickBooks

New Customer Created

Microsoft Teams

Create Channel

How It Works

Connect Apps

Authenticate your Microsoft Teams and QuickBooks accounts

Choose a Trigger

Select a documented Microsoft Teams event

Choose an Action

Select the documented QuickBooks operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Microsoft Teams triggers.

Automated Actions

Run one of 24 documented QuickBooks actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect QuickBooks to Microsoft Teams for bidirectional automation

View Integration

All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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All QuickBooks Integrations

Explore all available QuickBooks connections

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Connect Microsoft Teams to QuickBooks

Why Connect Microsoft Teams & QuickBooks?

Start with a Microsoft Teams event

Run a QuickBooks action

Map and review the workflow

Available Triggers & Actions

Microsoft Teams

Triggers (6)

Actions (12)

QuickBooks

Triggers (10)

Actions (24)

Integration Features

Capability Examples

Microsoft Teams trigger → QuickBooks action

QuickBooks trigger → Microsoft Teams action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Microsoft Teams to QuickBooks direction supported?

Which Microsoft Teams triggers are available?

Which QuickBooks actions are available?

Can I also connect QuickBooks to Microsoft Teams?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Microsoft Teams Integrations

All QuickBooks Integrations

Popular Integrations

More QuickBooks Integrations

Ready to Connect Microsoft Teams & QuickBooks?