1.Detect successful payment event
Integrate Stripe and payment tracking tools to capture each new successful payment and pass payment details to the flow.
Create invoice payment record from received online payments
Automatically capture new payment events across Stripe and QuickBooks Online. Create and update payment records when invoice numbers match or amounts align, or alert billing when invoices are missing or amounts differβso you can post payments and resolve exceptions without manual reconciliation.
How this automation posts payments accurately
When successful payments land in Stripe, delayed posting can create reconciliation gaps and billing exceptions. This automation extracts invoice tokens, finds and creates QuickBooks payments, and emails billing alertsβso your team can keep payment processing current.
Stripeor swap with your favorite app
2.Extract invoice number token
Integrate Formatter by Zapier and pattern extraction tools to isolate an invoice token from the payment description for lookup.
Formatter by Zapieror swap with your favorite app
3.Find matching invoice record
Integrate QuickBooks Online and accounting lookup tools to search invoices by the extracted invoice token and continue with the match.
QuickBooks Onlineor swap with your favorite app
4.Create payment and link invoice
Integrate QuickBooks Online and bookkeeping workflows to map amounts and references and create the payment linked to the invoice.
5.Notify billing on mismatch
Integrate Email by Zapier and billing alert workflows to notify billing staff when the invoice is missing or the amount mismatches.
Email by Zapieror swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Set up in minutes
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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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