1.Monitor new deposit events
Integrate QuickBooks Online and accounting records to detect new deposit events for revenue reconciliation.
Create detailed revenue rows from each new deposit
Automatically monitor new deposit events in QuickBooks Online across payment and deposit workflows. Create reconciliation-ready revenue rows when qualifying deposits arrive, match deposit references, and avoid manual spreadsheet workβso you can spot issues sooner, speed close, and keep reporting current without manual reporting.
How this automation creates close-ready revenue rows
When new deposit events hit revenue accounts, close can stall due to manual row entry and mismatches. This automation filters deposit accounts, looks up references, and adds BI revenue rowsβso your team can reconcile faster.
QuickBooks Onlineor swap with your favorite app
2.Filters revenue deposit accounts
Integrate Zapier and workflow filters to continue only for configured revenue deposit accounts.
Filter by Zapieror swap with your favorite app
3.Looks up matching KPI rows
Integrate Google Sheets and KPI worksheets to look up rows by deposit reference and map deposit fields.
Google Sheetsor swap with your favorite app
4.Adds revenue rows to BI
Integrate Google Sheets and reporting worksheets to add a reconciliation-ready revenue row for new deposit references.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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