How to Update Customer in QuickBooks from Google Sheets Using Pabbly Connect

Learn how to update customer information in QuickBooks from Google Sheets seamlessly using Pabbly Connect. Follow our step-by-step guide for easy integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin updating customers in QuickBooks from Google Sheets, first access Pabbly Connect. Navigate to the Pabbly Connect website by entering the URL in your browser.

On the landing page, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up’ to create a free account, which grants you 100 free tasks. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged in, go to the Pabbly Connect dashboard and select the ‘Create Workflow’ button. Here, you will need to name your workflow, focusing on updating customers in QuickBooks from Google Sheets.

• Click on ‘Create’ to proceed.
• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

After setting this up, you will receive a webhook URL. This URL is crucial as it will connect your Google Sheets to Pabbly Connect.

3. Setting Up Google Sheets

Now, go to your Google Sheets document where your customer data is stored. Ensure that you have the necessary columns like display name, given name, family name, company name, phone number, and email address. using Pabbly Connect

Next, navigate to the ‘Extensions’ menu, then select ‘Add-ons’ and click on ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet to see the changes.

• Go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’.
• Choose ‘Initial Setup’ to paste the webhook URL.
• Set the trigger column as the last data column (for example, column F).

After completing these steps, send a test request to ensure everything is functioning correctly.

4. Configuring QuickBooks Integration

Next, return to Pabbly Connect to set up the action application, which is QuickBooks. Select QuickBooks Online as your action application and choose ‘Find Customer’ as the action event.

Connect your QuickBooks account by clicking on ‘Add New Connection’. After successful authorization, map the email address from your Google Sheets to verify if the customer exists in QuickBooks.

After mapping, click on ‘Save and Send Test Request’ to check for the customer’s existence. If the customer exists, proceed to update their information.

Choose ‘Update Customer’ as the action event and map the required fields accordingly. This ensures that any updates in Google Sheets reflect in QuickBooks.

5. Verifying the Integration Process

To verify the integration, return to your Google Sheets and add a new row with updated customer information. For instance, change the display name to a new value.

Once the new data is added, Pabbly Connect will automatically trigger the workflow, updating the customer information in QuickBooks. Check the QuickBooks customer list to confirm the changes.

Ensure the updated name appears correctly in QuickBooks. Repeat the process to confirm that multiple updates work seamlessly.

This successful verification demonstrates how efficient Pabbly Connect is in automating customer updates between Google Sheets and QuickBooks.

Conclusion

Using Pabbly Connect, you can easily update customer information in QuickBooks from Google Sheets. This integration saves time and ensures data accuracy, streamlining your workflow effectively.