7 min read

Accountant’s Guide to Zapier: How to Automate Repetitive Tasks

By Ben Wright on Jun 3, 2020 10:59:23 AM

Imagine…a new client is entered by one of your bookkeepers into QuickBooks Online (QBO), and you’re automatically emailed a notification acknowledging the action. But not only that—you also learn that they’ve been added to a running Google spreadsheet of all your current clients.

This scenario, and many more, are easy to achieve using a type of middleware integration software like Zapier. In this article, we’ll explain how easy it is to set that automation up, and we'll show you some other ideas, too.

Let's jump in!

Topics: automation zapier zapier for accountants zapier for accounting zapier automation series

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