How to Create or Update QuickBooks Customers for New Stripe Payments Using Pabbly Connect

Learn how to automate the creation and updating of QuickBooks customers for new Stripe payments using Pabbly Connect. Step-by-step guide with all details included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Stripe and QuickBooks Integration

To begin automating the process of creating or updating QuickBooks customers for new Stripe payments, you first need to access Pabbly Connect. Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on ‘Create Workflow’ and name it, for example, ‘Stripe to QuickBooks’. This will initiate the integration process. In this workflow, you will have two main windows: the trigger window and the action window, where the trigger signifies when an event occurs and the action signifies what happens next.

2. Connecting Stripe to Pabbly Connect

In the trigger window, search for Stripe and select it as your app. Choose the trigger event as ‘New Charge’ to capture details of new payments. Pabbly Connect will generate a webhook URL that you’ll need to add to your Stripe account. using Pabbly Connect

• Copy the webhook URL from Pabbly Connect.
• Log in to your Stripe account and navigate to the Developer section.
• Under Webhooks, click on ‘Add Endpoint’ and paste the copied URL.
• Select the event ‘charge.succeeded’ to receive payment data.

After successfully adding the webhook, Pabbly Connect will wait for a response from Stripe, indicating that a new payment has been processed. To test this, make a test payment on your Stripe payment page.

3. Searching for Customers in QuickBooks

Once you have received a payment response in Pabbly Connect, the next step is to check if the customer already exists in QuickBooks. In the action window, search for QuickBooks and select it. Choose the action event as ‘Search Customer’ to find the customer based on the email address received from Stripe. using Pabbly Connect

Map the email address of the customer from the Stripe response to the QuickBooks search field. After mapping, click on ‘Save and Send Test Request’ to check if the customer exists. If the customer exists, you will receive their details; if not, you will need to create a new customer.

4. Updating or Creating Customers in QuickBooks

With the customer search completed, you can now set up two different routes using the router feature in Pabbly Connect. The first route will handle existing customers, and the second will handle new customers. For the first route, add a filter condition to check if the customer ID exists.

• If the customer ID exists, select the action event ‘Update Customer’ in QuickBooks.
• Map the customer ID and other details such as email and address from the Stripe response.
• Click ‘Save and Send Test Request’ to update the customer in QuickBooks.

If the customer does not exist, you will use the second route to create a new customer in QuickBooks. Select the action event ‘Create Customer’ and map the required details from the Stripe payment data.

5. Testing the Integration Workflow

After setting up both routes, it is crucial to test the entire integration workflow. Make a test payment on Stripe with a new customer’s details that do not exist in QuickBooks. After the payment is made, check QuickBooks to see if the new customer has been added successfully.

For existing customers, make another test payment with their details to ensure their information is updated correctly in QuickBooks. This will confirm that the automation is functioning as intended, allowing for seamless updates and new customer creations via Pabbly Connect.

Conclusion

Using Pabbly Connect to automate the creation and updating of QuickBooks customers for new Stripe payments streamlines your workflow. By following the steps outlined in this tutorial, you can ensure that your customer data remains accurate and up to date.