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.
Categories
PayPal and QuickBooks Online can also be integrated using automation tools other than zapier:
When this trigger fires in PayPal
Only successfully completed payments trigger this (with line item support).
Then this action happens in QuickBooks Online
Adds a new invoice (with line item support).
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
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
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 Invoice (Adds a new invoice (with line item support).).
Part III
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 Create QuickBooks Online invoices for customers with successful PayPal sales!
Triggers when you add a new customer.
Triggers when you add a new invoice.
Triggers when a payment is received (with line item support).
Triggers when a new event is created.
Triggers when you add a new estimate.
Triggers when a new sales receipt is added (with line item support).
Get user info
Creates and activates a billing plan.
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.
Permanently removes a billing plan.
Gets information about billing plans in a specified state.
QuickBooks Online alternatives
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