1.Captures new payment payload
Integrate QuickBooks Online and accounting tools to capture each incoming payment and map references and paid dates to process.
Apply new payments to client invoices and clear queue
Automatically monitor new payment events in QuickBooks Online across finance systems. Create payment posts and clear reconciliation queue records when payments include invoice references, match stored reconciliation entries, or post paid datesβso you can prevent manual reconciliation and keep invoices up to date.
How this automation clears your reconciliation queue
When new payments arrive but invoice posting and queue cleanup are delayed, reconciliation falls behind and errors accumulate. This automation captures QuickBooks Online payments, matches them to reconciliation records, posts invoice payments in Harvest, and deletes the paid queue entryβso your team can close reconciliation faster.
QuickBooks Onlineor swap with your favorite app
2.Iterates over payment line items
Integrate Looping by Zapier and data mapping tools to convert payment line items into loop iterations for invoice matching.
Looping by Zapieror swap with your favorite app
3.Finds matching reconciliation record
Integrate Zapier Tables and database lookups to search the reconciliation table and return matched record and invoice ids.
Zapier Tablesor swap with your favorite app
4.Posts payment to matched invoice
Integrate Harvest and invoice posting tools to create a payment on the matched invoice id with amount and paid date.
Harvestor swap with your favorite app
5.Checks invoice paid status
Integrate Filter by Zapier and workflow rules to continue only when the Harvest response indicates the invoice is paid.
Filter by Zapieror swap with your favorite app
6.Deletes paid reconciliation queue entry
Integrate Zapier Tables and reconciliation tables to delete the matching reconciliation record and clear the queue.
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Step 1
Connect your tools
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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.
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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