quickbooks office 365 integration

Sync quickbooks and office 365 Connect quickbooks to office 365

Microsoft 365 (formerly known as office 365) is of one of the most trusted, admired and useful powerful office apps, which has influenced and enhanced all types of businesses worldwide. This app is effective in both offline and online and is available on all platforms with smooth collaboration features. For its elegant and user-friendly interface wide helpful features, it is considered to be multifaceted app for mails, contacts and calendar. As it is also multidimensional in features, there are different types of products in Microsoft 365 (formerly Office 365), which are exclusively used for data reporting, personal project tracking, basic word processing and simple statistical analysis. This app can be easily installed and helps businesses in address various types of business problems such tracking progress on smaller assignments for individuals and managing time spend on any task. This app is helpful in speedily examining numbers generated in statistical reports and apps. If Microsoft Word helps in quick and easy way to complete basic word processing jobs then Microsoft Excel provides an effective tool for writing formulas to analyze relationships amongst variables in a datasheet. Furthermore, this software has all types of collaborative features which are exclusively found in cloud-only suites such as Google Workspace and provides benefits of disk- based apps.

Integration of QuickBooks and office 365

The integration of these two significant apps can provides lots of IT solutions in office functionality and can ease the progress of businesses. Likewise speaking, the functionalities of various Microsoft 365 apps and QuickBooks complement each other very well.

The users can create reports and data in shorter time. In addition, users can run many types of analysis on Microsoft Excel and then export it easily to QuickBooks for accounting.   

Besides tracking financial records, users can use QuickBooks data for creating invoices, generating letter templates and envelopes that can be used with MS Word for editing. MS Word works effectively with QuickBooks in creating letter templates collections which can be used by employees, customers, vendors etc. In office working, users can also generate invoice templates that can be created by using the Letters and Envelopes wizards and can be exported to MS Word for further editing.

Likewise speaking, Microsoft Excel can be used effectively with QuickBooks as it allows for bi-directional data transfer. The users can easily import QuickBooks data to Microsoft Excel sheet and vice versa. It will lessen the workload of duplicate manual entry in both the apps. In addition, users can easily send Emails from QuickBooks through Microsoft Outlook. After integration, it becomes easier for users to access contact details from Microsoft Outlook and send emails directly from QuickBooks. It only saves time but makes it easier for businesses to access copies of invoices, estimates, and related information.    

Irrespective of what type of Microsoft Office you are using, it becomes easier to export reports to Excel or import templates written in Microsoft Word. The integration of these two apps can be done through Appy Pie, an app that connects syncs your data between your apps and automates your workflows. After integration, it allows users to automate multiple workflows between Office 365 and QuickBooks Online.  

1. Firstly, users should authenticate their Office 365 and QuickBooks Online accounts.

2. Now, users can select QuickBooks Online as a trigger app and then select “Trigger” from the trigger list.

3. Next, users can authenticate QuickBooks Online with their Appy Pie Connect.

4. Thereafter, users should select Office 365 as an action app.

5. Next, users should pick desired action for the selected trigger.

6. Now, users should authenticate their Office 365 account with Appy Pie Connect.

The integration of both the apps is done perfectly.