1.Detect form submission created
Integrate Zapier Forms to read submission fields and start donation receipt processing.
Create donation journal entries and generate donor receipt
Automatically monitor donation journal submissions in Zapier Forms across QuickBooks Online and email delivery. Create journal entries, generate PDF receipts from Google Docs templates, and send them to donorsβso you can cut receipt follow up and reconciliation without manual paperwork.
How this automation posts journal entries and sends receipts
When form submissions are created, delays can cause inaccurate books and missing donor acknowledgments. This automation resolves ledger routing, calculates values, posts QuickBooks Online journal entries, and generates and emails PDF receiptsβso your team can issue receipts promptly.
Zapier Formsor swap with your favorite app
2.Resolves ledger routing
Integrate Sub-Zap by Zapier to map submission data to target accounting account and class.
Sub-Zap by Zapieror swap with your favorite app
3.Calculates donation values
Integrate Formatter by Zapier to multiply shares by average price and format donation dates.
Formatter by Zapieror swap with your favorite app
4.Creates customer and journal entry
Integrate QuickBooks Online to find or create a customer and post the debit and credit journal lines.
QuickBooks Onlineor swap with your favorite app
5.Exports receipt PDF from template
Integrate Google Docs to populate receipt fields and export a PDF for the donor.
Google Docsor swap with your favorite app
6.Sends email with PDF attachment
Integrate SMTP by Zapier to email the receipt with the exported PDF attached to the donor.
SMTP by Zapieror swap with your favorite app
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Create a donation record for each incoming online payment
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Explore all donation receipt management automations
Streamline donor acknowledgments with automated receipt generation, donor record updates, and finance logging
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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