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QuickBooks Online + White Swan + Filter by Zapier

Create sales receipts in QuickBooks Online for new paid compensation events in White Swan

Keeping your accounting up-to-date with your earnings from White Swan is important, but can be time consuming. With this template, you can automatically add earnings to QuickBooks Online as they are paid to you from White Swan. Whenever you have a new earnings event for paid compensation, this template finds or creates the correct customer to attach the payment to in QuickBooks, and finally creates a sales receipt.

Keeping your accounting up-to-date with your earnings from White Swan is important, but can be time consuming. With this template, you can automatically add earnings to QuickBooks Online as they are paid to you from White Swan. Whenever you have a new earnings event for paid compensation, this template finds or creates the correct customer to attach the payment to in QuickBooks, and finally creates a sales receipt.

  1. When this happens...
    White SwanWhite Swan
    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • White Swan triggers, actions, and search

    New Earnings Event

    Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    Application for Plan Finished

    Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Offered

    Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.

    Trigger
    Instant
    Try It
  • White Swan triggers, actions, and search

    New Plan Delivered

    Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.

    Trigger
    Instant
    Try It
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About QuickBooks Online

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.
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Related categories

  • Accounting

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