QuickBooks Online Beta

OneNote Beta


Integrate QuickBooks Online with OneNote
triggered when you add a new invoice (with line item support) in quickbooks online , create a new note in the "Quick Notes" section of your default notebook in OneNote.




What is QuickBooks Online?

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications

What is OneNote?

Microsoft OneNote is a computer program for free-form information gathering and multi-user collaboration. It gathers users' notes, drawings, screen clippings and audio commentaries. Notes can be shared with other OneNote users over the Internet or a network.



How to set the workflow up

  • Select QuickBooks Online as your trigger app and select an event
  • Select OneNote as your action app and select an event
  • Map the fields from QuickBooks Online to OneNote by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , create a new note in the "Quick Notes" section of your default notebook in OneNote.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a new note in a specific Notebook/Section in OneNote.

Coming soon

  

Triggered when you add a new invoice (with line item support) in QuickBooks Online , creates a note with an embedded image (must have a public URL to that image) in OneNote.

Coming soon