PayPal
QuickBooks Online
zapier

An automated workflow using zapier

Connects PayPal + QuickBooks Online

Create QuickBooks Online invoices for customers with successful PayPal sales

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 scripts 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.

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

Diagram

Create QuickBooks Online invoices for customers with successful PayPal sales
Workflow diagram: PayPal + QuickBooks Online integration

How it works?

When this trigger fires in PayPal

PayPal

Successful Sale in PayPal

Only successfully completed payments trigger this (with line item support).

Then this action happens in QuickBooks Online

QuickBooks Online

Create Invoice in QuickBooks Online

Adds a new invoice (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 invoices for customers with successful PayPal sales.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect PayPal to Zapier.

    Connect PayPal to Zapier.

    Give Zapier access to your PayPal account, using PayPal 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 PayPal

    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

    Then set up an Action for QuickBooks Online

    Choose this action: Create Invoice (Adds a new invoice (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 PayPal 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 invoices for customers with successful PayPal sales!

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.

    zapierautomateiopabbly-connectalbato
    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.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

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

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    triggerbyzapierautomateiopabbly-connectalbato
  • PayPal

    Get user info

    Get user info

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    actionbypipedream
  • PayPal

    Create a plan

    Creates and activates a billing plan.

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    actionbyintegromat
  • PayPal

    Activate a plan

    Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

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    actionbyintegromat
  • PayPal

    Deactivate plan

    Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

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    actionbyintegromat
  • PayPal

    Delete a plan

    Permanently removes a billing plan.

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    actionbyintegromat
  • PayPal

    Get plans

    Gets information about billing plans in a specified state.

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    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

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