WooCommerce
QuickBooks Online
automateio

An automated workflow using automateio

Connects WooCommerce + QuickBooks Online

Sync WooCommerce Orders as Customers in QuickBooks

About this workflow template

This automation scenario allows you to connect WooCommerce 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.

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

Diagram

Sync WooCommerce Orders as Customers in QuickBooks
Workflow diagram: WooCommerce + QuickBooks Online integration

How it works?

When this trigger fires in WooCommerce

WooCommerce

New Order in WooCommerce

Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.

Then this action happens in QuickBooks Online

QuickBooks Online

Add or Update a Customer in QuickBooks Online

Creates a customer, updates existing one based on Display name

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Sync WooCommerce Orders as Customers in QuickBooks.

Part I

Configure Applications

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

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect WooCommerce to Automateio.

    Connect WooCommerce to Automateio.

    Give Automateio access to your WooCommerce account, using WooCommerce 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 WooCommerce

    Set up a Trigger action for WooCommerce

    Choose the following trigger: New Order (Triggers when there is a new Order. This will trigger for orders with any Order Status, such as, Completed, Cancelled, Failed, Refunded, etc.).

  • 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).

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 WooCommerce 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 WooCommerce Orders as Customers in QuickBooks!

Supported triggers and actions

  • WooCommerce

    Order

    Triggers when any Order is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Customer

    Triggers when any Customer is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch orders

    Triggers when a new order is created.

    integromat
    triggerbyintegromat
  • WooCommerce

    Subscription

    Triggers when any Subscription is created, updated, deleted, etc. Woo Subscriptions must be installed and enabled.

    zapier
    triggerbyzapier
  • WooCommerce

    Product

    Triggers when any Product or Variation is created, updated, deleted, etc.

    zapier
    triggerbyzapier
  • WooCommerce

    Watch customers

    Triggers when a new customer is created.

    integromat
    triggerbyintegromat
  • 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.