Exact Online + Quickbooks Online Integration

Integrate Exact Online to Quickbooks Online in one click, or tell Integrately AI how you want each contact handled. Create matching customers, sync invoices, track payments, and update your financial records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
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2.
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search contact by first name in Exact Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for Exact Online + Quickbooks Online Integration

Capture new contacts, create matching customers, record invoices, sync transactions, and manage your finances, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Exact Online + Quickbooks Online flow

Streamline customer onboarding, financial tracking, notifications, and team collaboration across your entire software stack. Pick a combination and activate it in one click.

Exact Online
Quickbooks Online
+
ShopifyShopify (8)
+
StripeStripe (8)
+
MailchimpMailchimp (8)
+
HubSpotHubSpot (8)
+
Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
S
Q
E
Create a QuickBooks Online invoice for every new Shopify order, and update the matching account in Exact Online.
Shopify orders flow directly into QuickBooks Online as invoices while Exact Online keeps your accounts current, eliminating manual data entry.
S
Q
E
Create a QuickBooks Online customer for every new Shopify customer, and create a contact in Exact Online.
New Shopify buyers become active customers in QuickBooks Online and contacts in Exact Online instantly.
S
Q
E
When a Shopify order is updated, update the matching invoice in QuickBooks Online and update the cost center in Exact Online.
Order updates in Shopify automatically adjust your QuickBooks Online invoice and Exact Online cost center records.
S
Q
E
Create a QuickBooks Online credit memo for every Shopify refund, and create a document in Exact Online.
Refunds processed in Shopify generate a QuickBooks Online credit memo and archive a document in Exact Online.
S
Q
E
If a Shopify order total exceeds 500 dollars, create a sales receipt in QuickBooks Online and create a project in Exact Online.
High-value Shopify orders trigger a QuickBooks Online sales receipt and open a dedicated project in Exact Online.
S
Q
E
When a Shopify product is updated, update the item in QuickBooks Online and create an item in Exact Online.
Product updates in Shopify automatically sync item details in QuickBooks Online and Exact Online inventory.
S
C
Q
E
Use ChatGPT to analyse new Shopify customer reviews, create a customer in QuickBooks Online, and create a document in Exact Online.
ChatGPT reviews feedback from Shopify, sets up the customer in QuickBooks Online, and stores records in Exact Online.
S
Q
E
Turn every Shopify refund into a credit memo in QuickBooks Online, create a purchase order in QuickBooks Online, and log it in Exact Online.
Refunds trigger accounting adjustments in QuickBooks Online and update project records in Exact Online.

Supported triggers and actions for Exact Online and Quickbooks Online

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Create address in Exact Online
Creates a new address
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search account by name in Exact Online
Searches for an account by name
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Create item in Exact Online
Creates a new item
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Create project in Exact Online
Creates a new project
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Create cost unit in Exact Online
Creates a new cost unit
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Create cost centre in Exact Online
Creates a new cost centre
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Create bank account in Exact Online
Creates a new bank account
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Create account in Exact Online
Creates an account
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Create contact in Exact Online
Creates an contact
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Delete contact in Exact Online
Deletes a contact
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Search document by accountName in Exact Online
Searches for documents by account name
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Update cost unit in Exact Online
Updates a cost unit
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Update cost center in Exact Online
Updates a cost center
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Update address in Exact Online
Updates an address
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Update contact in Exact Online
Updates a contact
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Update account in Exact Online
Updates an account
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Delete account in Exact Online
Deletes an account
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Create document in Exact Online
Creates a new document
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Search item by code in Exact Online
Searches for an item by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search contact by first name in Exact Online
Searches for a contact by first name
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Quickbooks Online
Quickbooks Online Triggers & Actions
Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
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Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
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Search term by name in Quickbooks Online
Searches for a term by name
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Search class by name in Quickbooks Online
Searches for a class by its name
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Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
Try it โ†’
Get customer by id in Quickbooks Online
Retrieves customer information based on their id
Try it โ†’
Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
Try it โ†’
Create vendor in Quickbooks Online
Adds a new vendor
Try it โ†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
Try it โ†’
Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it โ†’
Create expense in Quickbooks Online
Generates a new expense record
Try it โ†’
Update product/service in Quickbooks Online
Try it โ†’

What can you automate with Exact Online + Quickbooks Online?

Streamline your accounting, customer management, and financial workflows with powerful automated routines.

What you can automate?
๐Ÿ”„
Sync customer contacts across platforms instantly
Automatically create matching QuickBooks Online customers whenever a new contact is created or updated in Exact Online. Eliminate duplicate data entry and keep your databases aligned.
๐Ÿงพ
Capture every submitted financial field
Map available Exact Online account and contact details directly into QuickBooks Online fields instead of basic summaries. Your accounting records become a complete source for review.
๐Ÿ””
Alert your finance team immediately
Send instant notifications or tasks whenever a new invoice, payment, or credit memo is created in QuickBooks Online. Ensure your team responds to financial events without delay.
๐Ÿ”€
Route transactions based on submitted values
Perform different actions depending on invoice amounts or account tiers submitted in your Exact Online records. Direct high-value orders to specific projects automatically.
๐Ÿ“
Keep destination records fully up to date
Automatically update Exact Online addresses, cost centers, and cost units whenever corresponding changes occur in QuickBooks Online. Maintain data consistency across all systems.
๐Ÿ”
Search and update instead of creating duplicates
Look up existing accounts and contacts by name or code before creating new records in either application. Keep your databases clean and organized.
๐Ÿ’ณ
Handle later status changes and refunds
Manage credit memos, refunds, and bill creations seamlessly as financial statuses change in QuickBooks Online and Exact Online. Keep your ledger accurate at every stage.
๐ŸŒ
Extend your workflow to Slack
Connect your core financial duo with Slack to post instant alerts whenever invoices or payments are processed. Keep your entire team in the loop.
And much more...

Who is Exact Online + Quickbooks Online integration for?

Connecting Exact Online and Quickbooks Online eliminates manual data re-entry, ensuring accurate financial reporting and streamlined operations for finance and administrative teams.

Financial analysts
Financial analysts
Operations managers
Operations managers
Project managers
Project managers
Billing specialists
Billing specialists
Sales representatives
Sales representatives
Business owners
Business owners
๐Ÿ“ˆ
Financial analysts
You report on cash flow and revenue metrics but your accounting ledger only updates when someone manually exports records, so the row counts you're reviewing are always a few hours behind โ€” with this integration, every new transaction flows instantly and your data stays current.
โšก
Operations managers
You need to act fast on customer onboarding and invoice statuses, but you find out about billing discrepancies too late because your CRM and accounting tools are disconnected โ€” this integration means every record syncs automatically and your team stays informed.
๐Ÿค
Project managers
You answer to clients and stakeholders who want to see project financial progress, but manual tracking leaves gaps in your reporting โ€” automating both apps means project milestones and invoices align seamlessly.
๐Ÿ“Š
Billing specialists
The volume of invoices and customer entries is too high for anyone to keep up by hand, leading to costly billing delays โ€” connecting these apps means every order and payment processes automatically without bottlenecks.
๐Ÿ’ผ
Sales representatives
You own the client relationship and depend on finance teams to hand over billing updates, but communication lags leave you in the dark โ€” this integration means your contact records and invoice statuses update instantly.
๐Ÿ“‹
Business owners
You need a reliable history of all financial transactions and customer accounts, but you keep finding gaps between your business software and accounting package โ€” automating both apps means your records remain complete and audit-ready.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Exact Online + Quickbooks Online

Build and manage your Exact Online + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Quickbooks Online?
Frequently Asked Questions
You can connect Exact Online to Quickbooks Online easily in one click using ready-made templates on Integrately. It takes just minutes to set up your workflow, or you can ask Integrately AI to build a custom integration tailored to your exact business requirements.
Can I automatically sync customer contacts between Exact Online and Quickbooks Online?
Frequently Asked Questions
Can I connect Exact Online, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Quickbooks Online?
Frequently Asked Questions
How does Exact Online handle contact and account updates in automations?
Frequently Asked Questions
How are invoices and customer records managed in QuickBooks Online during integration?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Quickbooks Online?
Frequently Asked Questions
Is the Exact Online and Quickbooks Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Exact Online or Quickbooks Online With 1500+ Other Apps

Exact Online
Popular Exact Online Integrations
Connect Exact Online to CRMs, project management tools, and document platforms to streamline your business operations.
Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with reporting, payment, and support tools to keep your financial stack fully integrated.