QuickBooks Online
Square
integromat

An automated workflow using integromat

Connects QuickBooks Online + Square

Add QuickBooks customers to Square

About this workflow template

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.

QuickBooks Online and Square can also be integrated using automation tools other than integromat:

Diagram

Add QuickBooks customers to Square
Workflow diagram: QuickBooks Online + Square integration

How it works?

When this trigger fires in QuickBooks Online

QuickBooks Online

New Event in QuickBooks Online

Triggers when a new event is created.

Then these actions happen in Square and Square

QuickBooks Online

Get a Customer in QuickBooks Online

Returns info about a customer.

Square

Make an API Call in Square

Performs an arbitrary authorized API call.

Square

Create a Customer in Square

Creates 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 QuickBooks customers to Square.

Part I

Configure Applications

First, we need to connect QuickBooks Online and Square to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect QuickBooks Online to Make.com.

    Connect QuickBooks Online to Make.com.

    Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.

  • Connect Square to Make.com.

    Connect Square to Make.com.

    Give Make.com access to your Square account, using Square credentials.

Part II

Build an integration workflow

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

    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

    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

    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

    Then set up another Action for Square

    Choose this action: Create a Customer (Creates a new customer.).

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 QuickBooks Online and Square.

  • 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 Add QuickBooks customers to Square!

Supported triggers and actions

  • QuickBooks Online

    New customer

    Triggered when you add a new customer.

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    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New invoice

    Triggered when you add a new invoice.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New payment

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

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New event

    Triggers when a new event is created.

    integromat
    triggerbyintegromat
  • QuickBooks Online

    New estimate

    Triggered when you add a new estimate.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • QuickBooks Online

    New sales receipt

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

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Square

    Create customer

    Creates a customer.

    zapierintegratelypabbly-connectpipedream
    actionbyzapierintegratelypabbly-connectpipedream
  • Square

    Update customer

    Updates a customer.

    zapier
    actionbyzapier
  • Square

    Change inventory

    Adjusts an inventory or changes its physical count.

    zapier
    actionbyzapier
  • Square

    Create paid order

    Creates an externally paid and completed order.

    zapierintegrately
    actionbyzapierintegrately
  • Square

    Add customer to group

    Adds a customer to a group.

    zapierintegrately
    actionbyzapierintegrately
  • Square

    Create a customer

    Creates a new customer.

    integromat
    actionbyintegromat

Apps you need

Square

Square

Payment Processing

Payment processing solutions for businesses of all sizes

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.