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Connect QuickBooks to Microsoft Teams

Build an AI agent that works across QuickBooks and Microsoft Teams, on a schedule or when you click Run.

24 source actions
12 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse QuickBooks integrations

Why Connect QuickBooks & Microsoft Teams?

Read what you need from QuickBooks

Your agent uses QuickBooks's documented actions to pull the records it needs, each time it runs.

Run a Microsoft Teams action

Then it uses one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

QuickBooks logo

QuickBooks

Triggers (10)

New Customer Created

Emit new event when a new customer is created.

polling
New Customer Updated

Emit new event when a customer is updated.

polling
New Employee Created

Emit new event when a new employee is created.

polling
New Employee Updated

Emit new event when an employee is updated.

polling
New Invoice Created

Emit new event when a new invoice is created.

polling
New Invoice Updated

Emit new event when an invoice is updated.

polling
New Item Created

Emit new event when a new item is created.

polling
New Item Updated

Emit new event when an item is updated.

polling
New Purchase Created

Emit new event when a new purchase is created.

polling
New Purchase Updated

Emit new event when a purchase is updated.

polling

Actions (24)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. See the documentation

Create Bill

Creates a bill. See the documentation

Create Customer

Creates a customer. See the documentation

Create Estimate

Creates an estimate. See the documentation

Create Invoice

Creates an invoice. See the documentation

Create Payment

Creates a payment. See the documentation

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. See the documentation

Create Purchase

Creates a new purchase. See the documentation

Create Purchase Order

Creates a purchase order. See the documentation

Create Sales Receipt

Creates a sales receipt. See the documentation

Delete Purchase

Delete a specific purchase. See the documentation

Get Balance Sheet Report

Retrieves the balance sheet report from Quickbooks Online. See the documentation

Get Bill

Returns info about a bill. See the documentation

Get Cash Flow Report

Retrieves the cash flow report from Quickbooks Online. See the documentation

Get Customer

Returns info about a customer. See the documentation

Get Invoice

Returns info about an invoice. See the documentation

Get My Company

Gets info about a company. See the documentation

Get Payment

Returns info about a payment. See the documentation

Get Purchase

Returns info about a purchase. See the documentation

Get Purchase Order

Returns details about a purchase order. See the documentation

Get Sales Receipt

Returns details about a sales receipt. See the documentation

Get Time Activity

Returns info about an activity. See the documentation

List Account IDs Options

Retrieves available options for the Account IDs field.

List Bill ID Options

Retrieves available options for the Bill ID field.

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling
New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling
New Chat

Emit new event when a new chat is created. See the documentation

polling
New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling
New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling
New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

24 documented QuickBooks actions
12 documented Microsoft Teams actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Microsoft Teams to QuickBooks direction

Capability Examples

QuickBooks trigger → Microsoft Teams action

Catalog example
QuickBooksQuickBooks

New Customer Created

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → QuickBooks action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

QuickBooksQuickBooks

Create AP Aging Detail Report

How It Works

1

Connect Apps

Authenticate your QuickBooks and Microsoft Teams accounts

2

Describe the Job

Say what to read from QuickBooks and what to do in Microsoft Teams

3

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live QuickBooks events yet.

Automated Actions

Use 12 documented Microsoft Teams actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theQuickBooks and Microsoft Teams actions it needs.

Your Own Accounts

You connect your own QuickBooks and Microsoft Teams accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Microsoft Teams logoQuickBooks logo

Reverse Integration Available

Also connect Microsoft Teams to QuickBooks for bidirectional automation

View Integration
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All QuickBooks Integrations

Explore all available QuickBooks connections

View All Integrations
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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Ready to Connect QuickBooks & Microsoft Teams?

Build this agent in Mazaal AI and test it on your ownQuickBooks and Microsoft Teams data.

Start building

Rather not build it yourself? We set up one QuickBooks to Microsoft Teams agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod