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Connect QuickBooks to Microsoft Teams

Use 10 documented QuickBooks triggers to run 12 documented Microsoft Teams actions.

10 source triggers
12 target actions
Reverse direction supported
Start Free TrialBrowse QuickBooks integrations

Why Connect QuickBooks & Microsoft Teams?

Start with a QuickBooks event

Choose from 10 documented triggers, including New Customer Created, New Customer Updated, New Employee Created.

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

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

Available Triggers & Actions

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QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

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New Customer Updated

Emit new event when a customer is updated.

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New Employee Created

Emit new event when a new employee is created.

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New Employee Updated

Emit new event when an employee is updated.

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New Invoice Created

Emit new event when a new invoice is created.

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New Invoice Updated

Emit new event when an invoice is updated.

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New Item Created

Emit new event when a new item is created.

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New Item Updated

Emit new event when an item is updated.

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New Purchase Created

Emit new event when a new purchase is created.

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New Purchase Updated

Emit new event when a purchase is updated.

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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.

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

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

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New Channel Message

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

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New Chat

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

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New Chat Message

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

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New Team

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

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New Team Member

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

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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

Integration Features

10 documented QuickBooks triggers
12 documented Microsoft Teams actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Teams to QuickBooks direction

Capability Examples

QuickBooks trigger → Microsoft Teams action

Catalog example
QuickBooksQuickBooks

New Customer Created

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → QuickBooks action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

QuickBooksQuickBooks

Create AP Aging Detail Report

How It Works

1

Connect Apps

Authenticate your QuickBooks and Microsoft Teams accounts

2

Choose a Trigger

Select a documented QuickBooks event

3

Choose an Action

Select the documented Microsoft Teams 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 10 documented QuickBooks triggers.

Automated Actions

Run one of 12 documented Microsoft Teams 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.

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Reverse Integration Available

Also connect Microsoft Teams to QuickBooks for bidirectional automation

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