How to Create Invoices in QuickBooks Online from Instamojo Payments Using Pabbly Connect

Learn how to automate invoice creation in QuickBooks Online from Instamojo payments using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Invoice Automation

In this section, we will discuss how Pabbly Connect serves as the central automation platform for creating invoices in QuickBooks Online from Instamojo payments. This integration eliminates the need for manual invoice creation, streamlining the process significantly.

By utilizing Pabbly Connect, users can automate the workflow between their Instamojo and QuickBooks accounts. This means that every time a payment is received through Instamojo, an invoice gets automatically generated in QuickBooks, saving time and reducing errors.

2. Setting Up Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, you can sign up for a free account. Existing users can simply log in to access their dashboard.

Once logged in, follow these steps to set up your workflow:

• Click on the ‘+’ icon to create a new workflow.
• Name your workflow (e.g., ‘Instamojo to QuickBooks Integration’).
• Select Instamojo as the trigger application and choose ‘New Sale’ as the trigger event.

After setting the trigger, you will receive a webhook URL. This URL is crucial for connecting your Instamojo account with Pabbly Connect.

3. Configuring the Instamojo Webhook

After obtaining the webhook URL from Pabbly Connect, you need to configure it in your Instamojo account. Navigate to the Smart Pages section in Instamojo and select the page you want to edit.

Follow these steps to add the webhook:

• Click on the three dots next to your page and select ‘Edit Page’.
• In the page settings, find the option to add a webhook.
• Paste the copied webhook URL from Pabbly Connect and save the changes.

This configuration allows Pabbly Connect to capture payment details whenever a new sale occurs on your Instamojo Smart Page.

4. Testing the Integration with a Payment

To ensure that the integration works correctly, you need to perform a test payment on your Instamojo Smart Page. Select a product and complete the payment process as a customer would.

After making the payment, return to Pabbly Connect to check for the webhook response. You should see all relevant details, such as the buyer’s name, email, and payment amount captured in the response section.

Next, you will need to check if the customer already exists in your QuickBooks account. Set up an action step in Pabbly Connect to find the customer in QuickBooks using their email address from the webhook response.

5. Creating Invoices in QuickBooks Online

If the customer exists, you can proceed to create an invoice directly. Use the ‘Create Invoice’ action in Pabbly Connect and map the required fields like customer ID, product details, and payment amount.

If the customer does not exist, you can set up Pabbly Connect to create a new customer entry before generating the invoice. This ensures that all customers are accounted for in your QuickBooks account.

Here’s how to create an invoice:

Select ‘QuickBooks Online’ as the action application. Choose ‘Create Invoice’ as the action event. Map all necessary fields from the webhook response to the invoice fields.

Once the invoice is successfully created, you can verify it in your QuickBooks account to ensure that the integration via Pabbly Connect is working perfectly.

Conclusion

By utilizing Pabbly Connect, you can automate the creation of invoices in QuickBooks Online from payments received through Instamojo. This integration not only saves time but also reduces manual errors, ensuring a seamless workflow for your business.

With just a few steps, you can set up this powerful automation and enhance your operational efficiency. Start using Pabbly Connect today to streamline your invoicing process!