1.Trigger on each new payment
Integrate Stripe and payment monitoring tools to capture successful charges to identify payment records.
Create sales receipts and deposit entries from online payments
Automatically monitor new Stripe charge events across Stripe and QuickBooks Online. Automatically create and update when payment succeeds, new charge processed, or payment ID detectedβso you can itemize processing fees, create sales receipts, and post matching deposits without manual reconciliation.
How this automation speeds up reconciliation
When each successful payment hits Stripe, manual reconciliation slows close and increases errors. This automation itemizes fee lines and creates QuickBooks Online customers, sales receipts, and depositsβso your team can reconcile payments faster.
Stripeor swap with your favorite app
2.Build fee line items
Integrate Formatter by Zapier and accounting mapping tools to convert the fee into a negative line item array to itemize fees.
Formatter by Zapieror swap with your favorite app
3.Find or create customer
Integrate QuickBooks Online and customer matching rules to match customer name or email to create a new customer record when needed.
QuickBooks Onlineor swap with your favorite app
4.Create sales receipt
Integrate QuickBooks Online and receipt configuration tools to create a sales receipt with payment totals, dates, and fee line items.
5.Create deposit entry
Integrate QuickBooks Online and deposit posting rules to create a deposit that matches the sales receipt reference and payment amount.
6.Post fee as expense lines
Integrate QuickBooks Online and bookkeeping categories to post fee line amounts as expense lines for bank account reconciliation.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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