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Update Workbooks CRM invoices when you receive QuickBooks Online payments

  1. When this happensStep 1: New Payment

  2. Then do thisStep 2: Create Task

  3. Then do thisStep 3: POST

If you're struggling to keep track of all those incoming payments, Zapier automation can lend a hand. This integration, once active, will automatically create a new "Payment" Task in Workbooks with all the information about new payment you receive in Quickbooks Online and then automatically apply that payment to the Invoice "Amount Paid" field.

How this Workbooks CRM-QuickBooks Online integration works

  1. A payment is created in Quickbooks Online against an Invoice
  2. Zapier creates a new Task for the Payment in Workbooks
  3. Zapier passes details of the payment to a Webhook to update the Invoice Amount Paid

Apps involved

  • Workbooks CRM
  • Zapier Webhooks
  • QuickBooks Online

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