1.Captures new payment transactions
Reads each new completed Square payment event and extracts gross amount, payment date, payer email, card details, and any transaction note.
Record card payments into your books for same-day recon
Automatically monitor new completed payment transactions across Square and QuickBooks Online. Create and update records when payments complete, approvals come in, or transactions qualifyβso you can calculate processing fees, map customers, and reconcile same-day without manual reconciliation.
How this automation accelerates your same-day reconciliation
When new Square payment events arrive, delays can slow down books updates and reconciliation timing. This automation filters qualifying statuses, creates or matches customers, calculates processing fees, and records net payments in QuickBooks Onlineβso your team can reconcile same-day without chasing transactions.
Squareor swap with your favorite app
2.Continues only for qualifying payments
Checks payment status and keeps only payments that are completed or approved so settled transactions proceed.
Filter by Zapieror swap with your favorite app
3.Finds or creates a customer
Searches for a customer using the payer email and creates a new customer record when no match is found.
QuickBooks Onlineor swap with your favorite app
4.Calculates processing fee amount
Computes the processing fee from the configured percentage and fixed fee, then outputs the fee amount alongside the gross total.
Formatter by Zapieror swap with your favorite app
5.Creates the payment record
Creates a QuickBooks Online payment for the net amount, assigns deposit account details, maps payment date and method, includes masked card digits and the note, and posts fee routing as needed.
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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