Automate QuickBooks Invoicing from Stripe Payments Using Pabbly Connect

Learn how to automate QuickBooks invoicing from Stripe payments seamlessly using Pabbly Connect. Follow this step-by-step tutorial for efficient integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating QuickBooks invoicing from Stripe payments, we first need to access Pabbly Connect. Open your web browser and search for Pabbly Connect to reach the landing page. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a couple of minutes.

Once you have signed up or logged in, you will be directed to the dashboard. Here, you can see various applications available for integration. Click on the ‘Create Workflow’ button to initiate your automation process with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Name your workflow something descriptive, like ‘Automatically Create QuickBooks Invoice from Stripe Payment’. You can also select a folder to save your workflow.

• Click on the ‘Create’ button to proceed.
• Set up the trigger application as Stripe.
• Select the trigger event as ‘Checkout Session Completed’.

With these steps completed, you have successfully set up the trigger application in Pabbly Connect. This will allow you to capture payment events from Stripe and use them for creating invoices in QuickBooks.

3. Connecting Stripe to Pabbly Connect

To connect Stripe to Pabbly Connect, you will need to use the webhook URL provided by Pabbly. Copy this URL, navigate to your Stripe account, and go to the ‘Developers’ section.

• Select ‘Webhooks’ and click on ‘Add Endpoint’.
• Paste the copied webhook URL and add a description, like ‘QuickBooks Invoices’.
• Choose the latest API version and select the event ‘Checkout Session Completed’.

Once you have set this up, go back to Pabbly Connect, and it will be waiting for a response. You can test this by making a sample payment using your Stripe payment link.

4. Creating an Invoice in QuickBooks

After receiving a successful response from Stripe in Pabbly Connect, the next step is to create an invoice in QuickBooks. First, set up an action step in Pabbly Connect and select QuickBooks as your action application.

For the action event, choose ‘Create Invoice’. You will need to connect your QuickBooks account with Pabbly Connect, and this can be done easily if you are already logged in. Fill in the required details for the invoice, including customer information and product details.

Map the customer ID from the previous step. Provide the description of the product and its quantity. Set the currency to INR for Indian Rupees.

Once you have mapped all the necessary details, click on ‘Save and Send Test Request’ to create the invoice. This step confirms that the integration is working as expected, and you should see the new invoice in your QuickBooks account.

5. Finalizing the Integration with Pabbly Connect

Now that you have successfully created a workflow to automate the invoicing process, every time a payment is received in Stripe, an invoice will automatically be generated in QuickBooks. This integration saves time and ensures accuracy in your financial records.

To summarize, you utilized Pabbly Connect to connect Stripe and QuickBooks by setting up a trigger for new payments and an action to create invoices. Each step was designed to ensure seamless automation without the need for coding.

By following these steps, you can replicate this process for other applications as well, enhancing your business automation capabilities with Pabbly Connect. This integration not only streamlines your workflow but also improves your overall efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of QuickBooks invoices from Stripe payments. This integration simplifies your invoicing process, ensuring efficiency and accuracy in your financial management.