You’re a business builder. Not an accountant, and not a developer. The thought of automating the transfer of credit card swipes, online payments, and other transactions to and from your QuickBooks account seems like wishful thinking.
Zapier automatically connects web apps and transfers data between such apps through APIs—but without the need for code. Each connection is called a Zap and Zapier features more than 100 pre-built Zaps between QuickBooks and apps like Stripe, PayPal, Salesforce, and many more. From automatic transaction data transfer to new customer and vendor setup, QuickBooks Zaps remove manual data transfer between business apps. The Zaps eliminate massive time sinks, and remove the chance of human error.
QuickBooks includes a number of entry points ripe for automated data transfer with other business apps. Any time a new transaction initiates, a new customer is created, or a contact is added, that data is needed by both QuickBooks and other apps used to run your business. Zaps eliminate the need to replicate data creation across different apps.
Zapier uses “triggers” and “actions” as the underlying if/then logic driving Zaps. For instance, a new customer added to a QuickBooks account is a “trigger”. When this “trigger” initiates, a corresponding “action” completes the Zap. A potential “action” that follows a new QuickBooks customer is a new contact created in Base CRM.
QuickBooks can also operate on the “action” side of the Zap. For example, a new Wufoo form submission can act as a “trigger” to create a new contact in your QuickBooks account.
The majority of QuickBooks Zaps fall within three categories: receipt and invoice generation, account setup, and contacts.
Send Receipts and Invoices to and from QuickBooks
There are a number of ways to automatically generate invoices and sales receipts within a QuickBooks account when a transaction completes inside a third party app.
For example, when a payment is collected through Stripe, Braintree, PayPal, and many other payment solution apps, the payment data can be programmatically transferred, via Zapier, to QuickBooks for sales receipt or invoice generation.
Automating the transfer of invoice and receipt data between apps removes the error-prone human element. Business owners need to focus on building products and closing sales, not fixing accounting errors.
Additional Zaps that transfer invoices and receipts to and from QuickBooks include:
Create Customers and Vendors in Multiple Accounts at Once
Beyond capturing transaction data between apps, QuickBooks and Zapier can also automate account setup and management.
For instance, new clients and vendors set up in apps like Artichoke, Salesforce and Avaza are automatically set up as new customers or vendors in QuickBooks. Any time you set up a new account in one app, the account is mirrored in the other.
While Zapier made a name for itself by creating Zaps between two apps, Multi-Step Zaps are also available. This allows new accounts to be set up across multiple apps all at once.
Manage One Customer Database in Every Application
How many different places do you store contact information? Email, phone, CRM, task managers, accounting software—the list goes on. Zapier offers many Zaps that transfer contact information directly to and from QuickBooks. For example, when a new customer is added to QuickBooks, that customer is Zapped into Base CRM as a new contact.
Wondering how to Set up Zaps?
Creating a new Zap is simple. To start, you must provide your app account information to Zapier to “connect the account”: