1.Catches incoming payment payloads
Integrate Webhooks by Zapier and webhook routers to capture payment reference, amount, invoice reference, and status.
Create payment records from incoming webhooks to ledger
Automatically extract incoming payment fields across Webhooks by Zapier and QuickBooks Online. Create and update when payment received, payment status succeeds, or brand ID matches—so you can match invoices, create payment records, and notify finance for exceptions without manual reconciliation.
How this automation preserves your AR reconciliation
When incoming payment payloads arrive without a reliable match, delays can break AR reconciliation. This automation extracts payment fields, filters for success, then finds invoices and creates payments while emailing finance exceptions—so your team can stay aligned.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying payment events
Integrate Filter by Zapier and event conditions to continue only for insert or received events with successful status and matching brand IDs.
Filter by Zapieror swap with your favorite app
3.Searches invoices in QuickBooks Online
Integrate QuickBooks Online and invoice lookup tools to find the invoice by invoice number or configured invoice reference.
QuickBooks Onlineor swap with your favorite app
4.Creates payment in QuickBooks Online
Integrate QuickBooks Online and accounting record tools to create a payment and apply it to the matched invoice.
5.Notifies finance by email
Integrate Gmail and exception reporting tools to email finance when an invoice is missing or errors occur.
Gmailor swap with your favorite app
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