QuickBooks Online Integrations

  • Create QuickBooks Online customers with sales receipts for new Stripe charges

    Increased sales don't have to mean more time lost to paperwork — let Zapier be your personal accountant.

    This Multi-Step Stripe-QuickBooks Online integration will trigger for any new Stripe charges, automatically finding the right QuickBooks Online customer or creating them if they don't exist, followed by issuing a sales receipt in their name — all in one go.

    How It Works

    Trigger:

    A new Stripe charge is processed

    Automatic Zapier Actions:

    1. A QuickBooks Online customer is found or created
    2. A new sales receipt is issued in their name

    What You Need

    • Stripe account
    • QuickBooks Online account
  • Add new Stripe charges to QuickBooks Online as sales receipts

    Stripe's suite of APIs enable you to accept payments on your mobile app, online storefront or subscription service. Use this Stripe QuickBooks Online integration to add new charges processed by Stripe to QuickBooks Online as new sales receipts.

    Use this Zap alongside the "Add new Stripe customers to QuickBooks Online as customers" to complete the accounting entries in QuickBooks Online for your online sales transaction.

    Note: This Zapier integration doesn't create charges from existing Stripe based payments, only charges recorded by Stripe after you've set it up.

    How It Works

    1. A new charge is created by a Stripe based payment transaction
    2. Zapier adds that customer data to QuickBooks Online as a new customer

    What You Need

    • Stripe account and Stripe API enabled app or payment process
    • QuickBooks Online account
  • Create QuickBooks Online sales receipts from new WooCommerce orders

    Small business owners are constantly battling to keep up with bookkeeping. It's like you blinked and another customer's sale information fell through the cracks. This Zapier integration automates the process of sending your WooCommerce orders to Quickbooks Online and generating a receipt. It is just the tool to update your records and to tie your bookkeeping together.

    Note: Your customers will have to be listed in QuickBooks Online first for the integration to work.

    How It Works

    1. New website orders using the WooCommerce plugin trigger Zapier
    2. Zapier tells Quickbooks Online to generate a sales receipt

    What You Need

    • Self-hosted WordPress website
    • WooCommerce account
    • Quickbooks online account
  • Add new WooCommerce orders to QuickBooks Online as customers

    WooCommerce is a flexible Wordpress plugin that turns your site into an eCommerce store. If QuickBooks Online is your accounting engine, Zapier can automatically start adding new WooCommerce customer completed orders to QuickBooks Online as new customers. Once you set up this WooCommerce QuickBooks Online integration, new completed orders from that point forward are individually added as customers to Quickbooks Online.

    Note: This Zapier integration doesn't import existing completed WooCommerce orders into QuickBooks Online, only new completed orders after you've set it up.

    How It Works

    1. A new WooCommerce order is paid for
    2. Zapier adds that order detail to QuickBooks Online as a customer.

    What You Need

    • WooCommerce account and a WooCommerce enabled order form
    • QuickBooks Online account
  • Create invoices for QuickBooks Online customers from new Shopify orders

    You're busy fulfilling new orders, no time to worry about paperwork — until it catches up to you. Make sure that never happens by setting up this Shopify-QuickBooks Online integration.

    Once active, it will trigger with new Shopify orders, automatically searching for the appropriate QuickBooks Online customer and adding them if they aren't already in your system, wrapping up by creating an invoice in their name with the details you need from the order.

    How It Works

    Trigger:

    A new order is paid on Shopify

    Automatic Zapier Actions:

    1. A QuickBooks Online customer is found or created
    2. An invoice is created in their name

    What You Need

    • Shopify account
    • QuickBooks Online account

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QuickBooks Online Integration Details
Premium

Launched on Zapier June 23, 2012 · 2,704 active users

Data entry can be the most tedious part of any sale. Zapier and Quickbooks take the headache out of the process by automatically creating sales receipts and invoices. And after your sale, you can use Zapier to stay connected to your users and foster relationships with loyal customers.

Here are some creative ways to use QuickBooks Online with Zapier:

  • Stop spending time on tedious, manual data entry when you use Zapier to add new PayPal sales or Stripe charges as sales receipts in QuickBooks Online.
  • After an order is complete, you’ll want to keep your customers informed about your latest sales promotions, new products on the shelves, and company news. Use Zapier to subscribe new customers in QuickBooks Online to your MailChimp list.
  • Back up your data when you use Zapier to add new QuickBooks Online invoices to a Google Sheets spreadsheet.

Zapier combines Triggers (like "New Payment") and Actions (like "Create Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following QuickBooks Online Triggers, Searches, and Actions are supported by Zapier:

Create Customer

Adds a new customer.

Create Sales Receipt

Adds a new sales receipt (with line item support).

Create Invoice

Adds a new invoice (with line item support).

Create Journal Entry

Creates a new journal entry.

Create Bill (Account Based)

Create a new bill, optionally tied to a customer (with line item support).

Send Invoice

Send an existing invoice.

Create Refund Receipt

Creates a new refund receipt.

Create Purchase Order

Creates a new purchase order.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer (with line item support).

Create Credit Memo

Creates a new credit memo.

Create Vendor

Adds a new vendor.

Create Time Activity

Creates a new single time activity.

Send Sales Receipt

Send an existing sales receipt.

Create Estimate

Create a new estimate (with line item support).

Create Payment

Creates a new payment, optionally linked to an invoice.

Create Bill (Item Based)

Create a new bill, optionally tied to a customer.

Update Invoice

Updates an existing invoice (with line item support).

Create Product/Service

Creates a new product or service.

Create Expense

Creates a new expense using check, cash, or credit card.

New Payment

Triggered when a payment is received (with line item support).

New Vendor

Triggered when a new vendor is added.

New Estimate

Triggered when you add a new estimate.

New Customer

Triggered when you add a new customer.

New Account

Triggered when you add a new account.

New Sales Receipt

Triggered when a new sales receipt is added (with line item support).

New Invoice

Triggered when you add a new invoice (with line item support).

New Invoice

Triggered when you add a new invoice.

New Purchase Order

Triggers when a new purchase order is added.

New Bill

Triggers when a new bill is added.

New Sales Receipt

Triggered when a new sales receipt is added.

New Expense

Triggers when a new expense is added.

Find Customer

Find a customer by name or email address.

Find Product(s)

Find a product by name (with line item support)

Find Vendor

Find a vendor by name.

Find Invoice

Find an invoice by number.

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QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.