1.Captures new payment details
Integrate QuickBooks Online and accounting workflows to capture payment totals and invoice reference to route downstream updates.
Update finance record when a payment posts to accounting
Automatically monitors new payments in QuickBooks Online and locates the matching invoice across your finance stack. Updates your Salesforce finance record with payment and tax amountsβso you can reconcile faster without manual entry.
How this automation updates finance records from posted payments
When new payments post in QuickBooks Online, delays can disrupt reconciliation and reporting. This automation captures payment details, finds invoices and finance records, and updates Salesforce with added payment and tax amountsβso your team can reconcile without manual entry.
QuickBooks Onlineor swap with your favorite app
2.Finds the matching invoice
Integrate QuickBooks Online and invoice lookup tools to search invoices by invoice reference to map totals and tax.
3.Locates the finance record
Integrate Salesforce and CRM data tools to find your finance record by invoice reference and map record lookup values.
Salesforceor swap with your favorite app
4.Updates payment and tax fields
Integrate Salesforce and reconciliation reporting to update Amount Received and Sales Tax with added payment totals.
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