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Question

How do I use QuickBooks Online new (bank) transactions as a Zap trigger?

  • 29 May 2024
  • 2 replies
  • 15 views

There is a full list of triggers for Quickbooks Online. However, I need a new Quickbooks transaction to serve as a trigger and that is not an option.

Is there a way to make new (bank) transactions from QBO serve as a Zap trigger? 

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2 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @accountingflow 

If a desired trigger is not available, here are some options:

  • Explore if the app supports webhooks
    • Zap trigger: Webhook - Catch Hook
  • Configure a Zap trigger to poll via API requests for new data
    • Zap trigger: Webhook - Retrieve Poll
  • Explore using a different app/event as the Zap trigger
    • e.g. Gmail - New Email
      • Maybe you get an email from QBO each time a transaction happens

 

Feedback and feature requests should be submitted via a ticket to Zapier Support: https://zapier.com/app/get-help

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
JammerS
Userlevel 7
Badge +5

Hi @accountingflow ,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

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