Integrate Teamleader with QuickBooks

Send information between Teamleader and QuickBooks automatically, without writing any code, using Zoho Flow.

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Create an estimate in your QuickBooks when a new deal is created in Teamleader

Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will automatically generate an estimate within your QuickBooks whenever a new deal is created in Teamleader.

How it works
  1. The flow triggers when a new deal is created in Teamleader.
  2. Zoho Flow creates a new estimate in QuickBooks.
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Create an estimate in your QuickBooks when a new deal is created in Teamleader

Teamleader + QuickBooks

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A new deal in Teamleader whenever a new order is created in QuickBooks

Enable your sales team to track their pipeline by auto-creating deals for new orders. This integration will set up a new deal in Teamleader for every new order placed through QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new deal in Teamleader.
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A new deal in Teamleader whenever a new order is created in QuickBooks

QuickBooks + Teamleader

Build your own integrations between Teamleader and QuickBooks

Connect Teamleader and QuickBooks with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamleader and QuickBooks using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

Customer updated

Triggers when any detail of an existing customer is updated

Service item created

Triggers when a new service item is created

Vendor created

Triggers when a new vendor is created

Customer created

Triggers when a new customer is created

Non-inventory item created

Triggers when a non-inventory item is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Service item updated

Triggers when any detail of an existing service item is updated

Account created

Triggers when a new account is created

Payment received

Triggers when a payment is received

Estimate updated

Triggers when an estimate is updated

Invoice created

Triggers when a new invoice is created

Deposit added

Triggers when a new deposit is added

Vendor updated

Triggers when the details of an existing vendor are updated

Purchase order created

Triggers when a new purchase order is created

Account updated

Triggers when an account is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Bill created

Triggers when a bill is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Credit memo updated

Triggers when the details of an existing credit memo are updated

Estimate created

Triggers when a new estimate is created

Sales receipt created

Triggers when a new sales receipt is created

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Credit memo created

Triggers when a credit memo is created

Inventory item created

Triggers when an inventory item is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

Create bill - Item based

Creates a new item-based bill

Create deposit

Creates a new deposit

Create inventory item

Creates a new inventory item

Create customer

Creates a new customer

Create non-inventory item

Creates a new non-inventory item

Create payment record

Creates a new payment record

Create service item

Creates a new service item

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create credit memo

Creates a new credit memo

Create sales receipt

Creates a new sales receipt

Create account

Creates a new account

Create bill - Account based

Creates a new account-based bill

Create vendor

Creates a new vendor

Create invoice

Creates a new invoice

Update item status

Updates the status of the specified item

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an invoice by ID

Update account

Updates the details of an existing account using account ID

Update estimate

Updates the estimate by ID

Send estimate

Sends an existing estimate

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer type

Fetches the details of a customer type by its name

Fetch account

Fetches an account by name

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Send invoice

Sends an invoice to the specified email address

Fetch sales term

Fetches the details of a sales term based on its name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch invoice

Fetches the details of an existing invoice by number

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

What is QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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