1.Detect button click on record
Integrate Zapier Tables, table records, and payment fields to capture the button click and map invoice inputs to a payment payload.
Create payment entries from your table button trigger
Automatically converts table button clicks into invoice-matched payments across Zapier Tables and QuickBooks Online. Create payment records, match payment methods, and update your table statusβso you can avoid manual entry, reduce reconciliation delays, and handle fewer exceptions without paperwork.
How this automation creates recorded payments
When table button clicks require manual invoice lookup, delays can cause payment posting issues. This automation searches invoices, selects the correct payment method, creates QuickBooks payments, and updates the button statusβso your team can post payments faster.
Zapier Tablesor swap with your favorite app
2.Search invoice by number and date
Integrate QuickBooks Online and accounting search tools to look up the invoice by mapped invoice number and date for payment mapping.
QuickBooks Onlineor swap with your favorite app
3.Retrieve payment methods list
Integrate QuickBooks Online and payment settings tools to retrieve payment method names and IDs for accurate method matching.
4.Match payment method name to ID
Integrate AI by Zapier and method lookup assistance to return the exact matching payment method ID or 0 for no match.
AI by Zapieror swap with your favorite app
5.Create payment in QuickBooks Online
Integrate QuickBooks Online and accounting records to create a payment mapped to customer, invoice, amount, and deposit account.
6.Disable button and add status note
Integrate Zapier Tables and workflow controls to disable the original button and write a short status note after creation.
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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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