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How to Set Up Sales Receipt via Stripe and QuickBooks using Zapier

Natalia avatar
Written by Natalia
Updated over 3 weeks ago

  • 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

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