Quickbooks Online + SMS Partner Integration

Integrate Quickbooks Online to SMS Partner in one click, or tell Integrately AI how you want each invoice handled. Notify clients, track payments, update your records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created 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.
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create journal entry 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
  • SMS Partner
    Send sms in SMS Partner

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Ready WorkflowsReady Workflows Β  for Quickbooks Online + SMS Partner Integration

Send payment reminders, alert customers on new invoices, notify teams of new customers, update tracking records, and follow up instantly, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Quickbooks Online + SMS Partner flow

Sync financial data with your ecommerce store, payment gateway, team communication tools, and CRM after every transaction. Pick a combination and activate it in one click.

Quickbooks Online
SMS Partner
+
ShopifyShopify (4)
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
S
Q
S
When a new Shopify order is created, create an invoice in Quickbooks Online and send a confirmation via SMS Partner.
Shopify store orders instantly generate a corresponding Quickbooks Online invoice while SMS Partner dispatches an automated SMS confirmation to the buyer.
S
Q
S
When a Shopify customer is created, create a customer in Quickbooks Online and send a welcome text via SMS Partner.
New Shopify buyers are registered in Quickbooks Online and greeted with an instant welcome SMS via SMS Partner without manual steps.
S
Q
S
When a Shopify refund is processed, create a credit memo in Quickbooks Online and notify the customer via SMS Partner.
Shopify refunds automatically generate a Quickbooks Online credit memo and dispatch an SMS update through SMS Partner.
S
Q
S
When a Shopify product is added, create a product in Quickbooks Online and send an inventory alert via SMS Partner.
New Shopify products update your Quickbooks Online inventory catalog and trigger an internal SMS alert via SMS Partner.

Supported triggers and actions for Quickbooks Online and SMS Partner

Mix and match to build the exact automation you need

Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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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
Try it β†’
Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
Try it β†’
Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
Try it β†’
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
Try it β†’
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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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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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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Create journal entry in Quickbooks Online
Generates a new journal entry
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
Try it β†’
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
Try it β†’
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
Try it β†’
Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
Try it β†’
Search payment method by name in Quickbooks Online
Searches for a payment method by name
Try it β†’
Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it β†’
Search term by name in Quickbooks Online
Searches for a term by name
Try it β†’
Search class by name in Quickbooks Online
Searches for a class by its name
Try it β†’
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
Try it β†’
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 β†’
Get customer by id in Quickbooks Online
Retrieves customer information based on their id
Try it β†’
Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
Try it β†’
Search vendor in Quickbooks Online
Searches for a vendor
Try it β†’
Create vendor in Quickbooks Online
Adds a new vendor
Try it β†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
Try it β†’
Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it β†’
Create expense in Quickbooks Online
Generates a new expense record
Try it β†’
Update product/service in Quickbooks Online
Try it β†’
SMS Partner
SMS Partner Triggers & Actions
No trigger is available
Send sms in SMS Partner
Sends an SMS message
Try it β†’

What can you automate with Quickbooks Online + SMS Partner?

Streamline your financial communication and accounting updates with automated workflows triggered by invoices, payments, and customer records.

What you can automate?
🧾
Send SMS alerts for every new Quickbooks Online invoice
Automatically trigger an SMS via SMS Partner the moment an invoice is created in Quickbooks Online. Keep clients informed of billing details without writing messages by hand.
πŸ“‹
Capture every submitted customer field and detail
Map all available customer and invoice information directly into your messaging sequence. Ensure every SMS contains accurate, personalized data from your accounts.
πŸ””
Notify the right person as soon as transactions happen
Alert clients and internal staff instantly upon payment creation or estimate generation. Eliminate communication bottlenecks and maintain high responsiveness.
πŸ”€
Route messages based on submitted invoice amounts
Send different SMS notifications depending on transaction thresholds or customer tiers. Tailor your outreach dynamically based on accounting data.
πŸ”„
Keep customer records updated as details change
Automatically sync updates when customer profiles or invoices are modified in Quickbooks Online. Ensure your messaging platform always uses current contact details.
πŸ›‘οΈ
Add or update records instead of creating duplicates
Check existing customer databases before creating new entries during invoice generation. Keep your account lists clean and organized automatically.
πŸ’³
Handle later status changes like payments and refunds
Trigger SMS receipts when payments are recorded or dispatch credit memo notices when refunds occur. Manage the entire financial lifecycle seamlessly.
🌐
Extend your workflow to team channels in Slack
Connect Quickbooks Online and SMS Partner with Slack to announce new payments or invoices in your team channels while texting the client.
And much more...

Who is Quickbooks Online + SMS Partner integration for?

Business owners, accountants, and sales teams who need instant client communication and streamlined financial tracking without manual messaging delays.

Financial analysts
Financial analysts
Accounts receivable teams
Accounts receivable teams
Client service managers
Client service managers
High-volume billing clerks
High-volume billing clerks
Sales operations specialists
Sales operations specialists
Bookkeepers
Bookkeepers
πŸ“ˆ
Financial analysts
You're reviewing revenue reports every week but your billing data only updates when someone manually exports records, so the totals you're deciding against are always hours behind β€” automating both apps means every transaction updates instantly and your figures stay current.
⚑
Accounts receivable teams
You need to chase overdue payments fast, but you find out about unpaid invoices too late after checking bank logs by hand β€” this integration means every new invoice or payment status change triggers an instant SMS notification so you can act immediately.
🀝
Client service managers
You answer to clients who want immediate confirmation of their estimates and receipts, but manual updates leave them waiting β€” connecting these apps means every document creation instantly dispatches an SMS confirmation to keep clients informed.
πŸ“Š
High-volume billing clerks
The daily volume of invoices and payments is too high for anyone to keep up by hand, leading to missed client texts β€” automating both apps means every transaction automatically triggers a tailored SMS update without manual effort.
🎯
Sales operations specialists
You own the customer follow-up step and depend on someone upstream to log new clients in accounting before you can text them β€” this integration means every new customer creation immediately initiates outreach through automated messaging.
πŸ“
Bookkeepers
You need a reliable transaction history and keep finding gaps where customer records or payments were never logged or texted β€” automating both apps means every financial event is accurately captured and paired with instant SMS delivery.
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 + SMS Partner

Build and manage your Quickbooks Online + SMS Partner 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 + SMS Partner 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 β€” 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
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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 Quickbooks Online to SMS Partner?
Frequently Asked Questions
You can connect Quickbooks Online to SMS Partner in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build the automation and map the fields for your workflow.
Can I automatically send an SMS when a new invoice is created in Quickbooks Online?
Frequently Asked Questions
Can I connect Quickbooks Online, SMS Partner, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quickbooks Online and SMS Partner?
Frequently Asked Questions
How does Quickbooks Online handle customer records during automation?
Frequently Asked Questions
How does SMS Partner deliver messages in this integration?
Frequently Asked Questions
Do I need coding skills to automate Quickbooks Online and SMS Partner?
Frequently Asked Questions
Is the Quickbooks Online and SMS Partner integration free?
Frequently Asked Questions
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SMS Partner
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