This automation scenario allows you to connect Stripe and QuickBooks Online
It can be build using Automateio, a no-code workflow automation tool. Automateio 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
Stripe and QuickBooks Online can also be integrated using automation tools other than automateio:
When this trigger fires in Stripe
Triggers when a credit card payment is successful
Then these actions happen in QuickBooks Online
Creates a customer, updates existing one based on Display name
Creates a Payment for a Customer
This guide contains information on how to set up an automatic workflow that allows to Sync new Stripe payments to QuickBooks as customers.
Part I
First, we need to connect Stripe and QuickBooks Online to Automateio.
Create Automateio account.
Create Automateio account if you don't have one.
Connect Stripe to Automateio.
Give Automateio access to your Stripe account, using Stripe credentials.
Connect QuickBooks Online to Automateio.
Give Automateio 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 Automateio.
Set up a Trigger action for Stripe
Choose the following trigger: New Payment (Charge) (Triggers when a credit card payment is successful).
Then set up an Action for QuickBooks Online
Choose this action: Add or Update a Customer (Creates a customer, updates existing one based on Display name).
Then set up another Action for QuickBooks Online
Choose this action: Add a Payment (Creates a Payment for a Customer).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Stripe 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 Sync new Stripe payments to QuickBooks as customers!
Triggers when a new customer is added.
Triggers when a new payment is completed.
Triggers when someone's credit card is charged.
Triggers when a new Subscription is Created
Triggers when a new event like a dispute, subscription, or transfer is added.
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Adds a new customer.
Adds a new invoice to customer by name.
Adds a new sales receipt (with line item support).
Creates a new payment, optionally linked to an invoice.
Send an existing invoice.
Updates an existing customer.
QuickBooks Online alternatives
Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows
Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.