This automation scenario allows you to connect Uplisting 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
Uplisting and QuickBooks Online can also be integrated using automation tools other than zapier:
When this trigger fires in Uplisting
Triggers when a new booking is created.
Then this action happens in QuickBooks Online
Adds a new sales receipt (with line item support).
This guide contains information on how to set up an automatic workflow that allows to Create QuickBooks Online sales receipts for new Uplisting bookings.
Part I
First, we need to connect Uplisting and QuickBooks Online to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Uplisting to Zapier.
Give Zapier access to your Uplisting account, using Uplisting 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 Uplisting
Choose the following trigger: New Booking (Triggers when a new booking is created.).
Then set up an Action for QuickBooks Online
Choose this action: Create Sales Receipt (Adds a new sales receipt (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 Uplisting 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 sales receipts for new Uplisting bookings!
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).
Retrieving details of registered webhooks.
Deletes an existing webhook.
Search booking based on conditions.
Search Calendar based on conditions.
Retrieve the availability of properties.
Creates a confirmed booking.
QuickBooks Online alternatives
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