Integrate Stripe and QuickBooks Using Pabbly Connect: Instantly Create Customers on New Payments

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and QuickBooks Integration

To begin the integration, you need to access Pabbly Connect. Create an account if you don’t have one. Once logged in, navigate to the ‘Connect’ section. Here, you will set up a new workflow that connects Stripe and QuickBooks to automatically create a customer whenever a new payment is received.

In Pabbly Connect, click on the ‘Create Workflow’ button. Enter a name for your workflow, such as ‘Stripe to QuickBooks Customer Creation’. This will help you easily identify your integration later. With Pabbly Connect, you can efficiently manage multiple integrations in one place.

2. Configuring Stripe Trigger in Pabbly Connect

The next step is to configure the Stripe trigger. Select Stripe from the list of available applications in Pabbly Connect. Choose the trigger event that will initiate the workflow, which is ‘New Payment’. This will allow Pabbly Connect to listen for new payments made through Stripe.

Once selected, you will need to connect your Stripe account. Click on the ‘Connect with Stripe’ button and authorize Pabbly Connect to access your Stripe account. This is crucial for enabling the trigger to work correctly. After connection, test the trigger to ensure it captures the latest payment data.

3. Setting Up QuickBooks Action in Pabbly Connect

Now that the trigger is configured, it’s time to set up the action in QuickBooks. In the Pabbly Connect workflow, select QuickBooks as the action application. Choose the action event ‘Create Customer’. This allows Pabbly Connect to create a new customer in QuickBooks each time a payment is received in Stripe.

Connect your QuickBooks account by clicking the ‘Connect with QuickBooks’ button. Authorize Pabbly Connect to access your QuickBooks account. After the connection is successful, map the required fields from the Stripe payment data to the QuickBooks customer fields. This ensures that the customer information is accurately transferred.

4. Testing the Integration in Pabbly Connect

With the trigger and action set up, it’s essential to test the integration. In Pabbly Connect, click on the ‘Test & Review’ button. This will simulate a new payment in Stripe and check if a corresponding customer is created in QuickBooks. Monitor the process in real-time to ensure everything works seamlessly.

If the test is successful, you will see a confirmation message indicating that a new customer was created in QuickBooks. This confirms that Pabbly Connect is effectively managing the integration between Stripe and QuickBooks.

5. Activating the Workflow in Pabbly Connect

Once testing is complete and successful, the final step is to activate your workflow. In Pabbly Connect, toggle the switch to activate the workflow. This will ensure that every new payment in Stripe will automatically create a customer in QuickBooks without any manual intervention.

With the workflow activated, you can now sit back and let Pabbly Connect handle the integration. You will receive notifications whenever a new customer is created, allowing you to stay updated on your business transactions.

Conclusion

By using Pabbly Connect, you can easily integrate Stripe with QuickBooks to instantly create customers for every new payment. This automation saves time and ensures accurate customer records in your accounting software.