1.Detect pushed order reference
Integrate Zapier Chrome extension, browser automation tools, and order capture systems to receive the pushed order reference and start the payment flow.
Create accounting payment from pushed online order details
Automatically monitor pushed online order references across Zapier Chrome extension and ecommerce order data in BigCommerce. Create and update payment records in QuickBooks Online when payment references or paid statuses appearβso you can speed customer matching, apply invoices, and reconcile deposits without manual reconciliation.
How this automation posts payments from online orders
When pushed order details arrive without being posted, deposits stay un-reconciled and finance loses time. This automation reads pushed order references, pulls order data, and creates customer and invoice matching payments in QuickBooks Onlineβso your team can reconcile faster.
Zapier Chrome extensionor swap with your favorite app
2.Gets order by ID
Integrate BigCommerce, analytics tools, and ecommerce order lookup to fetch order totals and capture payment reference and transaction date.
BigCommerceor swap with your favorite app
3.Find or create customer
Integrate QuickBooks Online and accounting tools to match the customer and create a new customer record when no match is found.
QuickBooks Onlineor swap with your favorite app
4.Find invoice by order reference
Integrate QuickBooks Online and invoice search tools to locate the invoice using the order reference and capture invoice details.
5.Create customer payment
Integrate QuickBooks Online and payment posting tools to create a payment, apply it to the invoice when available, and default to Undeposited Funds.
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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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