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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.
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.
- Client Properties Update
Triggers when client properties are modified.
Try ItTriggerInstant - Task Status Update
Triggers when the status of a task is modified.
Try ItTriggerInstant - Client nameRequired
- Workflow type
ActionWrite- Client IDRequired
- Template IDRequired
- Should publish?Required
ActionWrite
- Close Status Update
Triggers when the status of a close is modified.
Try ItTriggerInstant - Contact EmailRequired
ActionWrite- Client IDRequired
- Contact EmailRequired
- Phone Number
- First NameRequired
- Last Name
- Grant Financial Access
ActionWrite- Get Property Columns
Get available properties for your practice in Keeper.
ActionWrite
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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.