Estimate Rocket + QuickBooks Online

Find customers/invoices and create payments in QuickBooks Online for new Estimate Rocket payments

When a new payment is added to Estimate Rocket, a corresponding customer will be found in QuickBooks Online by email address. Then, the invoice will be found by invoice number. Finally, the payment will be added to QuickBooks Online against the found customer and invoice.

When a new payment is added to Estimate Rocket, a corresponding customer will be found in QuickBooks Online by email address. Then, the invoice will be found by invoice number. Finally, the payment will be added to QuickBooks Online against the found customer and invoice.

  1. When this happens...
    Estimate RocketEstimate Rocket
    New Payment

    Triggers when a new payment is created.

    TriggerPolling
  2. automatically do this...
    QuickBooks OnlineQuickBooks Online
    Find Customer

    Triggers when you add a new customer.

    ActionSearch
  3. then do this...
    QuickBooks OnlineQuickBooks Online
    Find Invoice

    Triggers when you add a new invoice.

    ActionSearch
  4. then do this!
    QuickBooks OnlineQuickBooks Online
    Create Payment

    Triggers when a payment is received (with line item support).

    ActionWrite
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Supported triggers and actions

  • Estimate Rocket triggers, actions, and search

    Updated Assignment

    Triggers when an assignment is updated.

    Trigger
    Instant
    Try It
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About Estimate Rocket

Estimate Rocket is a project and client management platform that helps contractors create estimates, manage jobs, follow ups and track invoices & payments.
Learn more

Related categories

  • Project Management
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About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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