This automation scenario allows you to connect QuickBooks Online and Square
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
QuickBooks Online and Square can also be integrated using automation tools other than integromat:
When this trigger fires in QuickBooks Online
Triggers when a new event is created.
Then these actions happen in Square and Square
Returns info about a customer.
Performs an arbitrary authorized API call.
Creates a new customer.
This guide contains information on how to set up an automatic workflow that allows to Add QuickBooks customers to Square.
Part I
First, we need to connect QuickBooks Online and Square to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect QuickBooks Online to Make.com.
Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.
Connect Square to Make.com.
Give Make.com access to your Square account, using Square credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for QuickBooks Online
Choose the following trigger: New Event (Triggers when a new event is created.).
Then set up an Action for QuickBooks Online
Choose this action: Get a Customer (Returns info about a customer.).
Then set up another Action for Square
Choose this action: Make an API Call (Performs an arbitrary authorized API call.).
Then set up another Action for Square
Choose this action: Create a Customer (Creates a new customer.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between QuickBooks Online and Square.
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 QuickBooks customers to Square!
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).
Creates a customer.
Updates a customer.
Adjusts an inventory or changes its physical count.
Creates an externally paid and completed order.
Adds a customer to a group.
Creates a new customer.
QuickBooks Online alternatives
Square offers a complete suite of tools to help businesses of all sizes accept multiple payment options, manage inventory, and track sales in real-time. With Square, customers can easily pay using credit cards, chip cards, and contactless payments.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.