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Create sales receipts in QuickBooks Online from new Optix invoice payments

  1. When this happensStep 1: New Invoice Payment

  2. Then do thisStep 2: Create Sales Receipt

If you use Quickbooks to track all of your venue's payment and invoicing, you'll want your paid Optix invoices automatically added to your Quickbooks account. With this integration active, Zapier will automatically add your Optix users' invoices into your Quickbooks account as soon as they are marked "paid" within Optix to save you time and effort.

How this Optix-Quickbooks integration works

  1. An Optix user pays for an invoice
  2. Zapier creates a receipt in your Quickbooks account and marks it as paid

What you need

  • Optix
  • QuickBooks Online
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Connect Optix + QuickBooks Online in Minutes

It's easy to connect Optix + QuickBooks Online and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantCancelled Plan Subscription

Triggers when a user or team plan subscription is cancelled or has ended.

InstantMember Booking Cancelled

Triggers when a member booking has been cancelled.

InstantNew Member Booking

Triggers when there is a new venue member booking.

InstantNew Member

Triggers when a new member is added to a venue.

InstantNew Plan Subscription

Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.

InstantNew Issue

Triggers when a user reports a new issue.

InstantMember Booking Changed

Triggers when a member booking has been updated.

InstantNew Member Check-In

A member checks into venue.

InstantNew Member Support Request

Triggers when a member asks a question to the venue host.

InstantNew Invoice Payment

Triggers when a member pays an invoice.

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