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Question

How do I create Sales Receipt in QuickBooks Online from Zeffy?

  • September 17, 2024
  • 3 replies
  • 120 views

We are evaluating Zeffy and understand that Zapier will create a Sales Receipt in QBO from Zeffy. We will be using Zeffy for donations, memberships, event, etc. I will want each of those to map to a Product in QB and post the transaction to that Product. 

When I create a Zap, will I be able to point each order to the correct QB product? Can I use a table to map the Zeffy order to the correct QB Product? 

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3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 17, 2024

Hi @SEL22927 

QBO Zap app available triggers/actions: https://zapier.com/apps/quickbooks/integrations#triggers-and-actions

 

Lookup table resources:

 


  • Author
  • Beginner
  • September 17, 2024

Thank you for your answer, but it looks like those are triggers on the QBO side, not the Zeffy side. I need the orders/donations to go from Zeffy into QBO. 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • September 17, 2024