Here is the scenario incase there is another way to solve this.

All in quickbooks online

The client has a customer Invoice in Quickbooks and they also have a corresponding Vendor Bill in quickbooks.

Payments are not made to Vendors until the corresponding Invoice is paid (both use the same number).

But once a Customer pays the invoice, we need to update the Vendor Bill to indicate it is time to pay it.

Currently this is done by hand, using a report of recent customer payments, looking at the invoice #, then looking a report of outstanding Bills and finding the Bill Numbers that match.  Finally putting that list of Bills in a spreadsheet for management to review / pay.

It would be easier if once the Invoice is paid, it updates a field on the corresponding Bill, so a report can be run for Bills with a value of X in that updated field.

I see there is a trigger of a payment in quickbooks, but I don’t see where I can update a Bill.

Hopefully this make sense.

Sorry, I am new to exploring these automation tools such as Zapier - I am an accountant hoping to use these more regularly.