Stripe
QuickBooks Online
automateio

An automated workflow using automateio

Connects Stripe + QuickBooks Online

Sync new Stripe payments to QuickBooks as customers

About this workflow template

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.

Stripe and QuickBooks Online can also be integrated using automation tools other than automateio:

Diagram

Sync new Stripe payments to QuickBooks as customers
Workflow diagram: Stripe + QuickBooks Online integration

How it works?

When this trigger fires in Stripe

Stripe

New Payment (Charge) in Stripe

Triggers when a credit card payment is successful

Then these actions happen in QuickBooks Online

QuickBooks Online

Add or Update a Customer in QuickBooks Online

Creates a customer, updates existing one based on Display name

QuickBooks Online

Add a Payment in QuickBooks Online

Creates a Payment for a Customer

How to set up this workflow

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

Configure Applications

First, we need to connect Stripe and QuickBooks Online to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Stripe to Automateio.

    Connect Stripe to Automateio.

    Give Automateio access to your Stripe account, using Stripe credentials.

  • Connect QuickBooks Online to Automateio.

    Connect QuickBooks Online to Automateio.

    Give Automateio 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 Automateio.

  • Set up a Trigger action for Stripe

    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

    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

    Then set up another Action for QuickBooks Online

    Choose this action: Add a Payment (Creates a Payment for a 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 Stripe 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 Sync new Stripe payments to QuickBooks as customers!

Supported triggers and actions

  • Stripe

    New customer

    Triggers when a new customer is added.

    zapierautomateiopabbly-connect
    triggerbyzapierautomateiopabbly-connect
  • Stripe

    New payment

    Triggers when a new payment is completed.

    zapier
    triggerbyzapier
  • Stripe

    New charge

    Triggers when someone's credit card is charged.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Stripe

    New subscription

    Triggers when a new Subscription is Created

    automateiozapier
    triggerbyautomateiozapier
  • Stripe

    New event

    Triggers when a new event like a dispute, subscription, or transfer is added.

    zapier
    triggerbyzapier
  • Stripe

    Canceled subscription

    Triggers when a subscription is canceled (by a subscriber or due to end of billing period).

    zapier
    triggerbyzapier
  • QuickBooks Online

    Create customer

    Adds a new customer.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • QuickBooks Online

    Send invoice

    Send an existing invoice.

    zapierautomateio
    actionbyzapierautomateio
  • QuickBooks Online

    Update customer

    Updates an existing customer.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Automateio

Automateio

Automation Platforms

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.