Generate Receipts in QuickBooks Online for New Stripe Payments Using Pabbly Connect

Learn how to automate generating receipts in QuickBooks Online for new Stripe payments using Pabbly Connect. Step-by-step guide included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Your Integration

To begin generating receipts in QuickBooks Online for new Stripe payments, you need to access Pabbly Connect. This platform acts as the central hub for integrating various applications seamlessly.

Start by visiting the Pabbly Connect dashboard. You can create a free account by clicking on the ‘Sign Up Free’ button. After signing up, you will receive 100 free automation tasks each month, allowing you to explore the platform’s capabilities.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a suitable name, such as ‘Stripe to QuickBooks Automation’. This naming helps to identify the workflow later.

Now, you will see options for setting up a trigger and an action. The trigger for this integration will be a new payment received in Stripe, while the action will be to generate a sales receipt in QuickBooks Online.

• Click on ‘Create’ to start your workflow.
• Select ‘Stripe’ as the trigger application.
• Choose ‘New Charge’ as the trigger event.

After setting the trigger, you will receive a webhook URL. This URL is crucial as it connects Stripe to Pabbly Connect and will be used in the next steps.

3. Configure Stripe Webhook for Payment Notifications

To connect Stripe with Pabbly Connect, navigate to your Stripe dashboard. Under the ‘Developers’ section, select ‘Webhooks’ and click on ‘Add Endpoint’. Paste the webhook URL you obtained from Pabbly Connect into the endpoint URL field.

Next, provide a description for the endpoint, such as ‘QuickBooks Integration’. Select the event type as ‘Charge.succeeded’. This setting ensures that the workflow triggers only when a charge is successful, sending the payment data to Pabbly Connect.

• Click on ‘Add Events’ to save your configuration.
• Ensure the endpoint is enabled to receive notifications.

After setting up the webhook, return to your Pabbly Connect workflow, which should now show that it is waiting for a response from Stripe.

4. Test Payment and Capture Data in Pabbly Connect

To test the integration, you need to simulate a payment. Use a test payment link from Stripe to create a manual payment. Enter the details of a dummy customer, ensuring you use test card information.

Once the payment is processed, return to Pabbly Connect. The workflow should capture the payment details, including the amount and customer information. This data will be critical for generating a sales receipt in QuickBooks.

Check the captured data to ensure it includes payment amount and customer details. If any details are missing, adjust the webhook configuration accordingly.

After confirming that the payment data is captured correctly, you can proceed to set up the next steps in the workflow to create the sales receipt.

5. Create Sales Receipt in QuickBooks Online

With the payment data captured, the next step is to create a sales receipt in QuickBooks. In your Pabbly Connect workflow, add an action step and select QuickBooks Online as the application. using Pabbly Connect

Choose the action event as ‘Create Sales Receipt’. You will need to connect to your QuickBooks account if you haven’t already done so. Map the customer ID and payment details from the previous steps to generate the receipt accurately.

Map the customer ID from the payment data captured earlier. Include product details and payment amount in the sales receipt.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the sales receipt has been created in QuickBooks Online. This automation streamlines your accounting process, eliminating the need for manual entry.

Conclusion

By using Pabbly Connect, you can efficiently automate the process of generating sales receipts in QuickBooks Online for new payments received through Stripe. This integration not only saves time but also enhances accuracy in your accounting practices. Start your automation journey today!