Connect and Integrate
Outlook with QuickBooks

Connect Outlook to QuickBooks and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Outlook and QuickBooks

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Select a trigger in Outlook

Choose an event in Outlook like “Task Added,” to set off your automation.

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Automate an Action in QuickBooks

Connect your QuickBooks account and select an action like “Generate Financial Report” to make your work flow.

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Customize the Workflow

Build your Outlook - QuickBooks automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Outlook and QuickBooks
to Automate these Workflows

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Create new Zoom meetings for new Outlook events

Outlook and Zoom together? That’s how you get more done, faster.

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Add new leads in Pipedrive from Outlook emails

Make life easier! Outlook + Pipedrive smooth out your workflows.

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Send SMS via Twilio for new Outlook calendar events

Outlook + Twilio: A duo that makes your tasks feel effortless!

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Create HubSpot contacts from Outlook emails

Discover how Outlook and HubSpot can simplify everything you do.

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Create AI-generated conversations using ChatGPT for new Outlook events

Get more done with Outlook & ChatGPT—they’re a perfect match!

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Create or update contacts in ActiveCampaign from new Outlook emails

Take your work to the next level. Outlook and ActiveCampaign make it happen!

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Process Stripe payments into QuickBooks payments

Take your work to the next level. QuickBooks and Stripe make it happen!

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Convert Stripe checkout sessions to QuickBooks customers

Get more done with QuickBooks & Stripe—they’re a perfect match!

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Generate Stripe payment links for new QuickBooks invoices

Ready to boost productivity? Let QuickBooks + Stripe take over.

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Manage Stripe charges by creating QuickBooks invoices

Transform your workflow with QuickBooks & Stripe leading the way.

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Create Outlook contacts from new QuickBooks customers

Let QuickBooks and Outlook handle the details—you focus on the big picture!

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About Outlook

Microsoft Outlook is a robust email and calendar management tool that integrates with Microsoft 365. It lets users to send and receive emails, schedule meetings, track tasks, and manage contacts. With features like offline access, task tracking, and integration with the entire Microsoft apps ecosystem, Outlook is ideal for personal and professional communication to stay organized across teams.
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About QuickBooks

QuickBooks is a cloud-based accounting software developed by Intuit, designed primarily for small and medium-sized businesses. It lets users automate financial tasks like bookkeeping, invoicing, expense tracking, payroll, and inventory management. QuickBooks can also help businesses generate financial reports, manage taxes, and track income and expenses efficiently.
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