An automated workflow using zapier
Connects PayPal + QuickBooks Online
Add new PayPal customers to QuickBooks Online
About this workflow template
This automation scenario allows you to connect PayPal 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.
Categories
PayPal and QuickBooks Online can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in PayPal
Successful Sale in PayPal
Only successfully completed payments trigger this (with line item support).
Then this action happens in QuickBooks Online
Create Customer in QuickBooks Online
Adds a new customer.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new PayPal customers to QuickBooks Online.
Part I
Configure Applications
First, we need to connect PayPal and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect PayPal to Zapier.
Give Zapier access to your PayPal account, using PayPal credentials.
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 PayPal
Choose the following trigger: Successful Sale (Only successfully completed payments trigger this (with line item support).).
Then set up an Action for QuickBooks Online
Choose this action: Create Customer (Adds a new customer.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between PayPal and QuickBooks Online.
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 Add new PayPal customers to QuickBooks Online!
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QuickBooks Online alternatives
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