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Is it possible to create a Zap matching the Stripe payments with the QuickBooks invoice?

  • 15 June 2023
  • 4 replies
  • 299 views

Hey, currently im trying to get a connection between stripe and quickbooks. My Team sends our invoice via quickbooks, these invoices include a stripe payment link. I want to create a Zap that matches the stripe payments with the existing quickbooks invoice (so that we now if it’s paid or not). To match both transactions we made it mandatory for our customers to type in the quickbooks invoice number in to stripe payment.

Can anyone help me with my problem? Is it even possible to create something like that with zapier?

 

Thank you very much for helping me!

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Best answer by Troy Tessalone 15 June 2023, 16:55

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4 replies

Userlevel 7
Badge +14

@Livarto 

You can use a combo of a static value and dynamic value to create the Stripe Payment Link.

In Airtable you can do this with a Formula field.

e.g. if this is the Stripe Payment Link: https://stripepaymentlink.com

Then modify to be like this: https://stripepaymentlink.com?client_reference_id=[VALUE]

[VALUE] would be the dynamic value you want to send.

BE SURE TO TEST!

Hi @Livarto 

Good question.

You may be able to make this more dynamic by including the QBO Invoice ID in the metadata of the Stripe Payment Link.

 

Help: https://stripe.com/docs/payment-links/url-parameters

 

You can use these QBO Zap actions:

  • Find Invoice
  • Update Invoice

 

 

 

Hey Troy, thank you so much for your help! You really understand my problem and you got the solution. I still have a question. Please excuse my question, ill bet its sounds very stupid to you, but im completely new in that topic. Do i need to write some code to get the QBO Invoice ID in to the meta data. I watched a video on youtube and i asked chatGpt both told me to that i have to write code.

Thank you very much!

Userlevel 7
Badge +14

Hi @Livarto 

Good question.

You may be able to make this more dynamic by including the QBO Invoice ID in the metadata of the Stripe Payment Link.

 

Help: https://stripe.com/docs/payment-links/url-parameters

 

You can use these QBO Zap actions:

  • Find Invoice
  • Update Invoice

 

 

Userlevel 7
Badge +11

Thanks for joining the Community here, @Livarto! 😁

Assuming the field that the customers fill out with the invoice number is sent over from Stripe I’d have thought you could achieve this using the following set up:

  • Trigger: New Payment (Stripe) - runs when a new payment is made.
  • ActionFind Customer (QuickBooks Online) - Since the Customer field in the next action is a required field this step is necessary in order to find the customers ID in QuickBooks.
  • Action: Create Payment (QuickBooks Online) - records a payment in QuickBooks using information selected from the Stripe trigger. For the Customer field, you’d choose the Custom value option and select the ID field from the Find Customer action. And for Line Linked Invoice field you’d select the invoice number supplied by the New Payment trigger.

 

That should allow the Zap to record the payment in QuickBooks and associate it with the correct customer and invoice. Want to give that setup a try and let us know how it goes?