How to Cross-check & Create QuickBooks Customers For New Stripe Customers Using Pabbly Connect

Learn how to integrate Stripe and QuickBooks using Pabbly Connect to automate customer creation and cross-checking efficiently. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect. This platform is essential for connecting Stripe and QuickBooks effectively, allowing for seamless automation. After signing in, you will be directed to the dashboard where you can see various applications available.

Click on the blue button labeled ‘Create Workflow’ to initiate your integration setup. Name your workflow something descriptive, such as ‘Cross-check and Create QuickBooks Customers for New Stripe Customers’, then click ‘Create’. This action sets up a blank workflow where you can define the trigger and action for your automation.

2. Setting Up Trigger in Pabbly Connect

The next step involves defining the trigger event for your workflow. In this case, the trigger will be a new customer created in Stripe. Select Stripe as your trigger application and choose the event labeled ‘New Customer’. Pabbly Connect will generate a webhook URL for you. using Pabbly Connect

• Click on ‘Webhook Settings’ to access the page for adding the webhook.
• Add a new endpoint by clicking ‘Add Endpoint’.
• Paste the generated webhook URL and set the event to ‘Customer Created’.

After completing these steps, click ‘Add Endpoint’ to finalize the connection. This setup ensures that every time a new customer is created in Stripe, Pabbly Connect will receive the data via the webhook, which is crucial for the next steps in the integration process.

3. Creating Customers in Stripe

Now that your trigger is set up, it’s time to create a sample customer in Stripe. Navigate to the Customers section in your Stripe account and click on ‘Add Customer’. Fill in the necessary details such as name, email address, and billing information. using Pabbly Connect

• Enter the customer’s name and email.
• Provide the billing address and any other required information.
• Click ‘Add Customer’ to save the new entry.

After adding the customer, return to Pabbly Connect to check if the webhook successfully captured the new customer details. You should see a response that includes the customer name, ID, and other relevant details, confirming that the integration is functioning correctly.

4. Checking QuickBooks for Existing Customers

With the customer data received in Pabbly Connect, the next step is to check if this customer already exists in QuickBooks. For this, choose QuickBooks as your action application and select the event ‘Find a Customer’. Connect to your QuickBooks account using the existing connection. using Pabbly Connect

Map the email address from the Stripe customer data to check against existing QuickBooks contacts. Click ‘Save and Send Test Request’ to see if the customer exists in QuickBooks. If the customer is found, you will receive a response indicating the customer ID, confirming their presence in QuickBooks.

5. Creating New Customers in QuickBooks

If the customer does not exist in QuickBooks, you can proceed to create a new customer. In Pabbly Connect, set the action to ‘Create a Customer’ in QuickBooks. Since you have already connected your QuickBooks account, select the existing connection. using Pabbly Connect

Fill in the required customer details by mapping the information from the Stripe customer data. Ensure all fields are correctly filled and then click ‘Save and Send Test Request’. If the customer is created successfully, you will receive a confirmation response from QuickBooks.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating QuickBooks customers based on new entries in Stripe. This integration not only saves time but also ensures accuracy in customer data management. By following these steps, you can streamline your workflow and enhance productivity.