Quickbooks Online + Mailchimp Integration

Integrate Mailchimp to Quickbooks Online in one click, or tell Integrately AI how you want each subscriber handled. Create customer profiles, generate invoices, update financial records, and track payments automatically.

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1.
  • 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
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
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2.
  • 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
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName 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
  • Mailchimp
    Create list (In Review) in Mailchimp
  • Mailchimp
    Create or update subscriber in Mailchimp
  • Mailchimp
    Add tag to subscriber in Mailchimp
  • Mailchimp
    Update Subscriber in Mailchimp
  • Mailchimp
    Add note to subscriber in Mailchimp
  • Mailchimp
    Search subscriber by email in Mailchimp
  • Mailchimp
    Search subscriber by email in a list in Mailchimp
  • Mailchimp
    Unsubscribe email in Mailchimp
  • Mailchimp
    Remove subscriber in Mailchimp
  • Mailchimp
    Archive list member in Mailchimp
  • Mailchimp
    Send campaign in Mailchimp
  • Mailchimp
    Search campaign in Mailchimp
  • Mailchimp
    Update campaign in Mailchimp
  • Mailchimp
    Add or remove member tags in Mailchimp
  • Mailchimp
    Create custom event in Mailchimp
  • Mailchimp
    Create file in Mailchimp
  • Mailchimp
    Search customer in Mailchimp
  • Mailchimp
    Create campaign in Mailchimp
  • Mailchimp
    Search content of campaign in Mailchimp
  • Mailchimp
    Get campaign by id in Mailchimp
  • Mailchimp
    Get open campaign details for subscriber in Mailchimp
  • Mailchimp
    Create folder in Mailchimp
  • Mailchimp
    Add existing member to static segment in Mailchimp
  • Mailchimp
    Remove member from static segment in Mailchimp

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Ready Workflows Ready Workflows for Mailchimp + Quickbooks Online Integration

Create invoices, track subscriber activity, update customer records, log sales receipts, and manage payments, all in just one click.

Most popular automationsmost-popular-automations
Mailchimp + Quickbooks Online Integration

Create Quickbooks Online customer for new Mailchimp contact

Keeping track of your contacts is important for any business, but it can be a real challenge if you're using multiple systems. Like having to swtch back and forth between Mailchimp and Quickbooks Online just to create a new contact can be time-consuming and frustrating.

Fortunately, there's a simple solution. You can use Integrately to automatically create a new Quickbooks Online customer whenever a new Mailchimp contact is created. That way, you can be sure that all of your contacts are in one place, making it easy to keep track of them.

Plus, you'll save yourself time and hassle by not having to manually transfer data between Mailchimp and Quickbooks Online. Just use this Mailchimp - Quickbooks Online integration to streamline your contact management and make your life easier.
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Quickbooks Online + Mailchimp Integration

Create Mailchimp contact for new Quickbooks Online order

When a new Quickbooks Online order is placed, it's important to create a Mailchimp contact for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Mailchimp contact and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Mailchimp contact for every Quickbooks Online order, you can maximize your chances of success with each customer.
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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 Mailchimp + Quickbooks Online flow

Connect your accounting and marketing data to customer support, team chat, and spreadsheets for complete visibility. Pick a combination and activate it in one click.

Quickbooks Online
Mailchimp
+
ShopifyShopify (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
S
Q
M
Create a Quickbooks Online invoice when a Shopify order is placed, and update the subscriber in Mailchimp.
New Shopify orders generate Quickbooks Online invoices and update Mailchimp subscribers instantly.
S
Q
M
When a Shopify product is created, search the item in Quickbooks Online and add a subscriber in Mailchimp.
Keep your inventory and email lists synchronized across Shopify, Quickbooks Online, and Mailchimp.
M
S
Q
Create a Shopify customer from a Mailchimp subscriber, and log the customer in Quickbooks Online.
New Mailchimp subscribers instantly become customers in Shopify and Quickbooks Online.
S
Q
M
When a Shopify refund is processed, create a credit memo in Quickbooks Online and tag the subscriber in Mailchimp.
Process refunds seamlessly across Shopify, Quickbooks Online, and Mailchimp.

Supported triggers and actions for Quickbooks Online and Mailchimp

Mix and match to build the exact automation you need

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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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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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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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
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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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
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Create vendor in Quickbooks Online
Adds a new vendor
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Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
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Create expense in Quickbooks Online
Generates a new expense record
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Update product/service in Quickbooks Online
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Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
Subscriber's email address is cleaned from the list in Mailchimp
Triggers the automation when a subscriber's email address is cleaned from the list
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static segment
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What can you automate with Mailchimp + Quickbooks Online?

Streamline your financial and marketing operations by connecting subscriber updates directly to your accounting workflows.

What you can automate?
🔄
Sync subscribers into accounting records
Automatically turn new Mailchimp subscribers into Quickbooks Online customers the moment they join your list. Eliminate manual data entry and keep your financial database up to date.
📋
Capture every submitted subscriber field
Map all available Mailchimp subscriber details directly into Quickbooks Online customer fields instead of just names and emails. Your accounting software becomes a richer source for billing and review.
🔔
Notify your finance team instantly
Alert your accounting staff the second a new payment or invoice is generated across Mailchimp and Quickbooks Online. Ensure rapid response times for billing inquiries and follow-ups.
🔀
Route actions based on submitted data
Perform different accounting actions in Quickbooks Online depending on specific tags or lists in Mailchimp. Direct high-value subscribers to priority billing workflows automatically.
🔄
Keep financial records up to date
Automatically update Quickbooks Online invoices and customer profiles whenever subscriber information changes in Mailchimp. Maintain perfect synchronization across both platforms.
Add or update without duplicates
Intelligently search existing customer records in Quickbooks Online before creating new entries from Mailchimp data. Prevent duplicate accounts and keep your database clean.
💳
Manage later status changes and refunds
Automatically generate credit memos in Quickbooks Online or update subscriber segments in Mailchimp when payments fail, subscriptions cancel, or refunds are processed.
🔌
Extend flows to Slack or Google Sheets
Connect your Mailchimp and Quickbooks Online workflow to Slack or Google Sheets for team notifications and spreadsheet logging. Build comprehensive multi-step automation pipelines.
And much more...

Who is Mailchimp + Quickbooks Online integration for?

Connecting marketing campaigns to financial accounting helps teams eliminate manual data entry, keep customer records synchronized, and track revenue without delays.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Billing specialists
Billing specialists
Finance auditors
Finance auditors
📈
Performance marketers
You're running email campaigns in Mailchimp but your financial reports in Quickbooks Online only update when someone manually exports data, so the revenue metrics you're optimising against are always a few hours behind — automating both apps means every new transaction lands in your accounting software instantly and your data stays current.
Sales representatives
You need to follow up with high-value subscribers the moment they convert, but without automated syncing you find out about new customer signups too late — integrating these apps means every new lead triggers immediate notifications and your sales pipeline stays responsive.
📋
Account managers
You answer to clients who want to see their campaign metrics and billing history in one place, but piecing reports together by hand leads to persistent tracking gaps — this integration means all subscriber updates and invoice records sync automatically and client reporting is always accurate.
🔄
Operations teams
The volume of new subscribers and billing transactions is too high for anyone to keep up with by hand, resulting in frustrating data bottlenecks — connecting these apps means repetitive copy-pasting tasks disappear and your operational workflow runs smoothly at scale.
💼
Billing specialists
You own the invoicing process and depend on your marketing team to hand over customer details, causing avoidable delays in payment collection — automating these apps means subscriber data flows straight into Quickbooks Online so you can generate invoices without waiting.
🗂️
Finance auditors
You need a reliable history of every customer interaction and payment record, but manual entry keeps leaving missing fields in your ledger — with this integration, every subscriber event and invoice is logged correctly and your financial audit trail remains complete.
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 Quickbooks Online + Mailchimp

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

1,500+ apps connected
1,500+ apps connected
Connect Quickbooks Online + Mailchimp 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 — 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Mailchimp to Quickbooks Online?
Frequently Asked Questions
You can connect Mailchimp to Quickbooks Online in 1 click using ready-made templates on Integrately. You can also use Integrately AI to build custom workflows linking Mailchimp, Quickbooks Online, and tools like Google Sheets or Slack without coding.
Can I automatically create Quickbooks Online invoices when new Mailchimp subscribers join?
Frequently Asked Questions
Can I connect Mailchimp, Quickbooks Online, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Mailchimp and Quickbooks Online?
Frequently Asked Questions
How does Mailchimp handle subscriber data in this integration?
Frequently Asked Questions
How does Quickbooks Online sync customer records and invoices?
Frequently Asked Questions
Do I need coding skills to automate Mailchimp and Quickbooks Online?
Frequently Asked Questions
Is the Mailchimp and Quickbooks Online integration free?
Frequently Asked Questions
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You Can Also Connect Mailchimp or Quickbooks Online With 1500+ Other Apps

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Quickbooks Online
Popular Quickbooks Online Integrations
Sync Quickbooks Online with billing, reporting, and expense tracking tools to keep your financial operations running smoothly.