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Connect Keeper and QuickBooks Online to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Keeper with QuickBooks Online - no code necessary. See how you can get setup in minutes.

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Keeper
Keeper logo
Keeper
1. Choose trigger event
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QuickBooks Online
QuickBooks Online logo
QuickBooks Online
2. Choose action
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1. Select the event
Setup
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Keeper
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Properties Update" from Keeper.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

You’re connected!

Zapier seamlessly connects Keeper and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Keeper triggers, actions, and search
    Client Properties Update

    Triggers when client properties are modified.

    Trigger
    Instant
    Try It
  • Keeper triggers, actions, and search
    Task Status Update

    Triggers when the status of a task is modified.

    Trigger
    Instant
    Try It
    • Client name
      Required
    • Workflow type
    Action
    Write
    • Client ID
      Required
    • Template ID
      Required
    • Should publish?
      Required
    Action
    Write
  • Keeper triggers, actions, and search
    Close Status Update

    Triggers when the status of a close is modified.

    Trigger
    Instant
    Try It
    • Contact Email
      Required
    Action
    Write
    • Client ID
      Required
    • Contact Email
      Required
    • Phone Number
    • First Name
      Required
    • Last Name
    • Grant Financial Access
    Action
    Write
  • Keeper triggers, actions, and search
    Get Property Columns

    Get available properties for your practice in Keeper.

    Action
    Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Keeper and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate QuickBooks Online on the Zapier blog

Make work flow with AI

Level up your Keeper to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Keeper + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Keeper and QuickBooks Online

How do I set up the integration between Keeper and QuickBooks Online?

To set up the integration, first ensure you have accounts with both Keeper and QuickBooks Online. Use our platform to connect these accounts by navigating to the integrations section, selecting QuickBooks Online, and following the prompts. Ensure you've selected the correct permissions for data exchange.

Which triggers are available for Keeper in this integration?

When using Keeper with QuickBooks Online, you can trigger actions based on new document uploads, document updates, and changes in financial records within Keeper.

Can I automate invoice imports from Keeper to QuickBooks Online?

Yes, you can automate invoice imports from Keeper to QuickBooks Online. Set a trigger for new invoices in Keeper, which will then create corresponding entries in your QuickBooks account automatically.

What actions can be performed in QuickBooks Online using this integration?

Our platform allows actions such as creating or updating invoices, bills, and customer records in your QuickBooks Online account when certain events occur in Keeper.

Is it possible to sync expense reports between Keeper and QuickBooks Online?

Yes, syncing expense reports is possible. You need to trigger the synchronization when a new expense report is finalized in Keeper. This action will update your financial records accordingly in QuickBooks Online.

Do we need special permissions to integrate Keeper with QuickBooks Online?

Both accounts should have administrative permissions for a successful integration setup. Ensure that you grant necessary permissions during the initial connection process to allow seamless data flow.

How frequently is data synced between the two platforms?

Data is synced according to the triggers set up within our platform. For instance, each time you finalize a document or make changes that affect your financial records in Keeper, these changes are reflected immediately or at designated intervals as configured.

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About Keeper
Keeper is an app to run your bookkeeping business: communicate with clients, catch coding errors, track KPIs, and manage your work.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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