This process shows you how to set up sales receipts through Stripe and QuickBooks when the payment is made via ZenMaid, using Zapier as the integration tool.
Important
Make sure you have active accounts in ZenMaid, Zapier, Stripe, and QuickBooks Online.
You’ll need to create two separate Zaps in Zapier to complete this automation.
If you already have workflows connecting these platforms, check to ensure no duplicate clients or receipts are being generated.
Creating the First Zap: Sending Clients to Stripe and QuickBooks
This Zap ensures that when a client is created in ZenMaid, they are also automatically created in Stripe and QuickBooks.
1. Selecting the Trigger: Choose "Contact Created" in ZenMaid.
2. Adding the Client to QuickBooks: Use the action "Find or Create Customer" in QuickBooks Online.
3. Adding the Client to Stripe: Use the action "Create Customer" in Stripe.
Creating the Second Zap: Generating Sales Receipts in QuickBooks
This second Zap converts payments received in Stripe into sales receipts in QuickBooks Online.
1. Selecting the Trigger: Choose "New Charge" in Stripe.
2. Creating the Sales Receipt: Use the action "Create Sales Receipt" in QuickBooks Online.
Additional Notes
Notes and custom fields do not transfer automatically between platforms. If needed, set them up as custom fields in Zapier.
Test each step in Zapier to make sure data is flowing correctly.
Keywords:
Set Up Sales Receipt
Create Sales Receipt
Stripe Sales Receipt
Send Sales Receipt