Braintree
QuickBooks Online
zapier

An automated workflow using zapier

Connects Braintree + QuickBooks Online

Create QuickBooks Online sales receipts for new Braintree transactions

About this workflow template

This automation scenario allows you to connect Braintree and QuickBooks Online

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Braintree and QuickBooks Online can also be integrated using automation tools other than zapier:

Diagram

Create QuickBooks Online sales receipts for new Braintree transactions
Workflow diagram: Braintree + QuickBooks Online integration

How it works?

When this trigger fires in Braintree

Braintree

New Transaction in Braintree

Triggers when you add a new transaction.

Then this action happens in QuickBooks Online

QuickBooks Online

Create Sales Receipt in QuickBooks Online

Adds a new sales receipt (with line item support).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create QuickBooks Online sales receipts for new Braintree transactions.

Part I

Configure Applications

First, we need to connect Braintree and QuickBooks Online to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Braintree to Zapier.

    Connect Braintree to Zapier.

    Give Zapier access to your Braintree account, using Braintree credentials.

  • Connect QuickBooks Online to Zapier.

    Connect QuickBooks Online to Zapier.

    Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Braintree

    Set up a Trigger action for Braintree

    Choose the following trigger: New Transaction (Triggers when you add a new transaction.).

  • Then set up an Action for QuickBooks Online

    Then set up an Action for QuickBooks Online

    Choose this action: Create Sales Receipt (Adds a new sales receipt (with line item support).).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Braintree and QuickBooks Online.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create QuickBooks Online sales receipts for new Braintree transactions!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggers when you add a new customer.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New invoice

    Triggers when you add a new invoice.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New payment

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

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

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    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggers when you add a new estimate.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

    Triggers when a new sales receipt is added (with line item support).

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Braintree

    Create customer

    Create a new customer.

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    actionbyzapierintegrately
  • Braintree

    Get a customer

    Retrieves a customer.

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    actionbyintegromat
  • Braintree

    Create a customer

    Creates a new customer.

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    actionbyintegromat
  • Braintree

    Delete a customer

    Deletes a customer.

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    actionbyintegromat
  • Braintree

    Execute a graphql query

    Performs an arbitrary authorized GraphQL query.

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    actionbyintegromat
  • Braintree

    Get a transaction

    Retrieves a transaction.

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    actionbyintegromat

Apps you need

Zapier

Zapier

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