New for QuickBooks Online: Added Support when Creating Sales Receipts and Invoices

Kim Kadiyala
Kim Kadiyala / February 14, 2017

QuickBooks Online makes online accounting easy. And with the newest update to their Zapier integration, it's easier than ever for your customers and clients to pay you on time. Now you can add even more details to your sales receipts and invoices—such as tax codes and address info—using info from your CRM, form submissions, or eCommerce apps. That way, your customers have everything they need to send over payment.

What's New with QuickBooks Online

New Options

  • New fields added to all the Create Invoice Actions, such as line item unit price, tax calculations, plus more
  • New fields added to the Create Sales Receipt Action, such as payment method, total discount, billing and shipping addresses, plus more

How to Automate QuickBooks Online with Zapier

  1. Make sure you have a Zapier account and a QuickBooks Online account

  2. Try some pre-made QuickBooks Online integrations and learn more about how QuickBooks Online works with Zapier

  3. Check out our QuickBooks Online help documentation for details on connecting your account and setting up your first Zap

  4. Or login to build a custom workflow with QuickBooks Online and Zapier