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Connect CSG Forte Payments and QuickBooks Online to unlock the power of automation

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Zapier makes it easy to integrate CSG Forte Payments with QuickBooks Online - no code necessary. See how you can get setup in minutes.

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CSG Forte Payments
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CSG Forte Payments
1. Choose trigger event
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QuickBooks Online
2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Credit" from CSG Forte Payments.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

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Zapier seamlessly connects CSG Forte Payments and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • CSG Forte Payments triggers, actions, and search
    New Credit

    Triggers when a new credit transaction has been created.

    Trigger
    Instant
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  • CSG Forte Payments triggers, actions, and search
    New Sale

    Triggers when a new sale transaction has been created.

    Trigger
    Instant
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  • CSG Forte Payments triggers, actions, and search
    New Customer

    Triggers when a new customer has been created.

    Trigger
    Instant
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  • CSG Forte Payments triggers, actions, and search
    New Schedule

    Triggers when a new schedule transaction has been created.

    Trigger
    Instant
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  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
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Connect CSG Forte Payments and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate QuickBooks Online on the Zapier blog

Make work flow with AI

Level up your CSG Forte Payments to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about CSG Forte Payments + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CSG Forte Payments and QuickBooks Online

What is required to set up the integration between CSG Forte Payments and QuickBooks Online?

To integrate CSG Forte Payments with QuickBooks Online, we require access to both accounts. You will need your API key from CSG Forte and your QuickBooks Online credentials. Once these are available, you can configure triggers such as 'New Payment' in CSG Forte to initiate actions like 'Create Invoice' or 'Update Invoice' in QuickBooks Online.

Can I automatically create invoices in QuickBooks Online when a payment is received in CSG Forte?

Yes, by setting the trigger as 'New Payment Received' in CSG Forte, our system can automatically create an invoice or update an existing invoice in QuickBooks Online, ensuring your financial records stay up-to-date without manual intervention.

Is it possible to update customer information in QuickBooks Online through CSG Forte Payments?

Certainly. With our integration, you can set a trigger such as 'Customer Updated' in CSG Forte Payments that prompts an action like 'Update Customer Details' within QuickBooks Online. This ensures synchronization between your payment processing system and accounting software.

How do refunds processed in CSG Forte get reflected in QuickBooks Online?

When a refund is processed through CSG Forte, a trigger event labeled 'Refund Issued' can be configured to initiate an action like 'Create Credit Memo' or adjust the corresponding transaction within QuickBooks Online.

Are there any limitations on syncing data between CSG Forte Payments and QuickBooks Online?

While most data types including payments, refunds, and customer details can be synced between the two platforms, complex transaction details might need custom handling. Currently, the automatic sync doesn't include itemized breakdowns for custom products but accommodates standard entries.

Can sales reports from CSG Forte be integrated into financial reports on QuickBooks Online?

By using specific triggers for sales reports generation within CSG Forte, summary data can be pushed into financial reports on QuickBooks Online. This typically involves setting actions like 'Update Financial Record' or integrating with existing report templates for consolidated reporting.

Does this integration support multi-currency transactions between platforms?

The integration supports multi-currency processing where transactions processed via CSG Forte reflect accurately with conversions set up within QuickBooks Online. Trigger components ensure seamless currency updates between systems.

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About CSG Forte Payments
CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.
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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.
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