1.Detects new payment received
Integrate QuickBooks Online and accounting tools to capture payment amount, invoice reference, payment date, and payer identifier.
Update client invoice records when payment is received
Automatically capture cleared payments and invoice references across QuickBooks Online and Zapier Tables. Create and update when payments received, invoice references match, or payment dates postβso you can log cleared payments, calculate payout splits, and mark invoices paid without manual reconciliation.
How this automation closes your invoice reconciliation loop
When new payment is received in QuickBooks Online, reconciliation delays and payout errors can ripple across your books. This automation finds the matching invoice, calculates payout splits and updates the invoice paid fieldsβso your team can reconcile faster and with confidence.
QuickBooks Onlineor swap with your favorite app
2.Finds invoice record by invoice number
Integrate Zapier Tables and data matching tools to search your invoice log for a matching invoice reference and proceed when found.
Zapier Tablesor swap with your favorite app
3.Calculates payout split amounts
Integrate Formatter by Zapier and spreadsheet-style calculations to determine facilitator payment amounts and output rounded values.
Formatter by Zapieror swap with your favorite app
4.Adds row to bookkeeping sheet
Integrate Google Sheets and reporting spreadsheets to map client and invoice details into a reconciliation row with split amounts.
Google Sheetsor swap with your favorite app
5.Updates invoice record as paid
Integrate Zapier Tables and bookkeeping systems to update paid date, payment notes, and mark the invoice as paid.
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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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