Note: This is not retroactive and will only apply to events you created after implementing this Zap. For this Zap to work, you must also have your QuickBooks invoices created with this Zap: Create a new invoice in Quickbooks.
Trigger
First, click the Make a Zap button within your Zapier account. In the search bar, type in Details Flowers and select it as your Trigger app. Make sure to set the Event as New Payment.
Testing
- For this particular Zap, you must test with a payment logged in Details Flowers that already has a Zap-created invoice. If you've not yet set up that Zap, click here to learn how.
- Once you've selected your sample, click Continue.
Adding a Search Step
For Details Flowers to add the payment to QuickBooks, it will need to find the invoice. To do this, you will add a new QuickBooks step and choose Find Invoice as your action event.
On the Configure tab, use the Invoice Number field to type Details- and then use the + symbol to select the ID data point from step 1.
Click Continue, then select Test Step on the resulting screen to complete this step.
Action
Finally, you will need to log the payment. Click to add another Action Step and select QuickBooks Online. From the available options, click Create Payment.
Click continue to navigate to the Configure tab. In the Customer field, add the Customer Reference Value data point from step 2.
Next, use the Total Amount field to add the Amount data point and the Transaction Date field to add the Payment Date data point from step 1.
In the Line Items section, add the Amount data point from step 1 in the Line Amount field and the ID data point from step 2 in the Line Linked Invoice field. Optionally, add the Description data point from step 1 to the Memo field.
Once everything is filled in, click Continue and Test Step on the resulting page. Once everything goes through successfully in your test to QuickBooks, you are ready to hit Publish!