

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Get instant Microsoft Teams notifications for new QuickBooks invoices or payments. Latenode’s visual editor simplifies building the automation, and affordable execution-based pricing saves on every transaction.
Connect QuickBooks and Microsoft Teams in minutes with Latenode.
Create QuickBooks to Microsoft Teams workflow
Start for free
Automate your workflow
Swap Apps
QuickBooks
Microsoft Teams
No credit card needed
Without restriction
Create a New Scenario to Connect QuickBooks and Microsoft Teams
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Microsoft Teams will be your first step. To do this, click "Choose an app," find QuickBooks or Microsoft Teams, and select the appropriate trigger to start the scenario.
Add the QuickBooks Node
Select the QuickBooks node from the app selection panel on the right.
QuickBooks
Configure the QuickBooks
Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft Teams Node
Next, click the plus (+) icon on the QuickBooks node, select Microsoft Teams from the list of available apps, and choose the action you need from the list of nodes within Microsoft Teams.
QuickBooks
⚙
Microsoft Teams
Authenticate Microsoft Teams
Now, click the Microsoft Teams node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft Teams settings. Authentication allows you to use Microsoft Teams through Latenode.
Configure the QuickBooks and Microsoft Teams Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the QuickBooks and Microsoft Teams Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Microsoft Teams
Trigger on Webhook
⚙
QuickBooks
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring QuickBooks, Microsoft Teams, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the QuickBooks and Microsoft Teams integration works as expected. Depending on your setup, data should flow between QuickBooks and Microsoft Teams (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuickBooks + Microsoft Teams + Slack: When a new invoice is created in QuickBooks, a message is sent to a specified Microsoft Teams channel and a Slack channel to notify the team.
Microsoft Teams + QuickBooks + Jira: When a new channel is created in Microsoft Teams, create a corresponding customer in QuickBooks and a Jira issue to track related tasks.
About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
Related categories
About Microsoft Teams
Use Microsoft Teams in Latenode to automate notifications and approvals. Instead of manual updates, automatically post messages based on triggers from other apps (like CRM or databases). Streamline workflows and improve team communication by connecting Teams to your automated processes without complex coding.
Similar apps
Related categories
How can I connect my QuickBooks account to Microsoft Teams using Latenode?
To connect your QuickBooks account to Microsoft Teams on Latenode, follow these steps:
Can I receive QuickBooks invoice notifications in Microsoft Teams?
Yes, you can! Latenode allows real-time notifications, ensuring your team stays informed about new invoices directly within Microsoft Teams, improving response times and collaboration.
What types of tasks can I perform by integrating QuickBooks with Microsoft Teams?
Integrating QuickBooks with Microsoft Teams allows you to perform various tasks, including:
How secure is my QuickBooks data when using Latenode?
Latenode uses secure authentication protocols and encryption to protect your QuickBooks data, ensuring your financial information remains private and safe.
Are there any limitations to the QuickBooks and Microsoft Teams integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: