1.Captures payment confirmation email
Integrate Gmail, email parsing tools, and deduplication helpers to capture email body, date, reply-to, and message identifier to extract payment inputs.
Create invoice payments from incoming e‑transfer confirmation emails
Automatically detect payment confirmation messages in Gmail across Finance and accounting apps. Create and update invoice payments by parsing email details, matching invoices, and posting in QuickBooks Online—so you can avoid double-posting, speed reconciliation, and reduce paperwork without manual processing.
How this automation posts invoice payments automatically
When payment confirmation emails arrive, delays can cause missed cash and manual follow-up. This automation parses email details and filters duplicates and posts payments to matching invoices in QuickBooks Online—so your team can reconcile faster.
Gmailor swap with your favorite app
2.Parses email payment fields
Integrate Code by Zapier, parsing tools, and date normalization to extract invoice number, amount, payer name, reference number, and normalized date to structure fields.
Code by Zapieror swap with your favorite app
3.Filters qualifying extracted records
Integrate Filter by Zapier, validation rules, and deduplication checks to continue only when invoice number and amount are present and message identifier is new to avoid double-posting.
Filter by Zapieror swap with your favorite app
4.Finds the matching invoice
Integrate QuickBooks Online and accounting lookups to search invoice number and map payer name into customer fields to retrieve the invoice ID.
QuickBooks Onlineor swap with your favorite app
5.Creates and applies the payment
Integrate QuickBooks Online and payment workflows to create a payment with amount, payment date, invoice application, and memo to post the invoice payment.
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