Payment Options when using a 3rd party system (Integromat)

Thanks for joining with us here again, donna94.

You can contact the third-party service for further assistance with the integration to QuickBooks Online. They can also help you in which setting to turn on in their system to automatically show the payment options. 

Also, I'd suggest posting this question to our Intuit Developer Community. It's a place where different developers and coders help each other with app development, integrations, and programming. They can also further check if we can directly integrate the webpage with a third-party app.

Here's how to get in touch with them:

1. Go to this link: https://developer.intuit.com/.
2. Scroll down, then click Contact us under the Intuit column.
3. Select your subscription.
4. Click Ask A Question.
5. Sign in to your account, then follow on-screen instructions.

Also, you may consider checking this article attached in case you have questions concerning customer transactions: Invoices and Payments Help Articles.

Get back to me if you have any other questions. I'm a post away to help. Have a great day!

@donna94 

Which app do you use as Integromat trigger to order QBO create invoice?

Hi There - we use the standard QB module. Any insights?

Thanks for keeping us posted, donna94.

Our developers will respond to your feedback once they have looked into the data and issues you're experiencing in integrating Integromat. Meantime, you can manually keep track of your sales transactions using these articles: 

• Record invoice payments in QuickBooks Online
• Common custom reports in QuickBooks Online

Thanks for your patience while we look into the post on our developer's page. I'll be on the lookout for your reply and look forward to further assisting you. Wishing you and your business continued success.

@donna94 

I'm confused. Why do you need to use the API? Most of the time, you use events in certain apps as API triggers to do things automatically in QBO.

Hi Fiat Lux - I'm writing the answers that my developer is giving me - he says that we issue invoices via the Integromat module. If there's any specific info that you can share or you need please give me the full picture since I'm relaying the answers back and forth. THANKS!

You need a minimum of 2 apps for Integromat to work. This means that you can create an invoice on a specific application. When that happens, it will trigger the Integromat to instruct QB Online to perform a certain action. Afaik, you can't use QB Online alone to trigger a single action. My question is still the same. Do you use another app as triggers or do you build your own app?