Connect QuickBooks
to Microsoft Teams.
Beagle watches QuickBooks for when an order or refund comes in, ready to post it in the right Teams channel in Microsoft Teams - and waiting for your nod before anything goes out.
See it work.
One thread: ask across QuickBooks and Microsoft Teams, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or over email.
@beagle what's the state of our orders?
- Read this week's orders in QuickBooks
- Flagged the two that changed since Monday
- The Microsoft Teams recap is drafted
Two orders need you today - both linked below with what changed. And the Microsoft Teams recap is drafted, one nod from going out.
An order or refund comes in - Beagle catches it in QuickBooks, pulls what matters, and drafts the recap for Microsoft Teams. It goes out when you nod, not before.
One teammate, both tools.
No zaps to build, no tabs to switch.
When an order or refund comes in
Beagle catches it in QuickBooks, pulls the context that matters, and is ready to post it in the right Teams channel in Microsoft Teams. You review and approve in one tap.
Ask across both, in plain language
"What changed in QuickBooks this week?" Beagle answers from QuickBooks and Microsoft Teams together, in the channel, with the receipts attached.
Nothing fires without you
Beagle drafts the message and holds it for your nod. Correct it once and it remembers for next time.
Common questions.
Can Beagle connect QuickBooks and Microsoft Teams?
Yes. Connect both with OAuth and Beagle works across them from Slack or Microsoft Teams - reading QuickBooks, acting in Microsoft Teams, and asking before anything goes out.
Do I need Zapier or a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining a workflow.
Is the QuickBooks and Microsoft Teams connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing is sent until you approve it.
Does it work in Microsoft Teams as well as Slack?
Yes. Beagle lives in both Slack and Microsoft Teams, so the QuickBooks-to-Microsoft Teams flow works wherever your team talks.
More connections.
