Automatically Create QuickBooks Invoice from Stripe Payment Using Pabbly Connect

Learn how to automatically create QuickBooks invoices from Stripe payments using Pabbly Connect. This step-by-step guide covers the entire integration process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the process of creating QuickBooks invoices from Stripe payments, you need to access Pabbly Connect. Start by searching for Pabbly Connect in your browser, which will direct you to the landing page.

On the landing page, you have two options: sign in or sign up for free. If you don’t have an account, click on the sign-up button, which takes only two minutes and provides you with 100 free tasks every month. Once logged in, you will be able to create workflows that connect Stripe and QuickBooks using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A window will pop up prompting you to name your workflow. Name it something descriptive, like ‘Automatically Create QuickBooks Invoice from Stripe Payment.’

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

Now, you will see the workflow interface with two boxes labeled ‘Trigger’ and ‘Action.’ The trigger will be the Stripe payment event, and the action will be creating an invoice in QuickBooks. This setup is essential for automating the process using Pabbly Connect.

3. Setting Up the Trigger for Stripe Payments

To set up the trigger, select Stripe as your trigger application within Pabbly Connect. Choose the trigger event as ‘Checkout Session Completed.’ This event will initiate the workflow whenever a payment is received in Stripe.

Next, you need to connect Stripe with Pabbly Connect using the webhook URL provided. Copy the webhook URL and navigate to your Stripe account. Go to the Developers section and select Webhooks to add a new endpoint. Paste the copied URL here and provide a description, such as ‘QuickBook Invoices.’ Make sure to select the latest API version and add the event ‘Checkout Session Completed’ to complete the setup.

4. Creating an Invoice in QuickBooks

After setting up the trigger, the next step is to create an invoice in QuickBooks using the payment details received from Stripe. In Pabbly Connect, add a new action step and select QuickBooks as the action application. Choose ‘Create Invoice’ as the action event.

Map the customer ID received from Stripe to ensure that the invoice is created for the correct customer. You will also need to provide additional details such as product name, quantity, and amount. Make sure to map these details accurately to reflect the payment received.

• Map the customer ID from the Stripe response.
• Specify the product name and quantity.
• Select the currency code (INR for Indian Rupees).

Once all details are mapped, click ‘Save and Send Test Request’ to confirm that the invoice is created successfully in QuickBooks. This integration using Pabbly Connect allows you to automate the invoicing process seamlessly.

5. Finalizing the Integration and Testing

After creating the invoice, it’s important to test the entire workflow to ensure that everything works as expected. Check your QuickBooks account to confirm that the invoice has been created with the correct details. You should see the invoice reflecting the payment made through Stripe.

With Pabbly Connect, you have successfully set up an automation that creates QuickBooks invoices from Stripe payments. This not only saves time but also reduces manual errors in your accounting process. Whenever a new payment is received in Stripe, an invoice will be generated automatically in QuickBooks, streamlining your workflow.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically create QuickBooks invoices from Stripe payments. By following the steps outlined, you can enhance your business automation, saving time and minimizing errors.