Any thoughts on how to create a notification email to customers that a reoccurring payment will be processed on “X” date? Quickbooks appears to have set triggers and other workflows for invoices but not for reoccurring payments? Right now I have to run a manual process that creates a spreadsheet and apply some macros to it for an Outlook email to get generated.
Best answer
Quickbooks Online Trigger for upcoming reoccurring payment
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Best answer by andywingrave
(Disclaimer - There are so many ways to achieve this - My suggestion here is not necessarily the best, sanest, or simplest - It’s just the first thing that came to my head
If you can’t handle this in Quickbooks, have you tried handling this in an external tool. I love Airtable, so my mind tends to immediately think of how I’d handle it using their “New record in view” trigger.
Flow would look like this:
- Send recurring payment info to Airtable (user, name, email, cost, date of payment etc)
- Create a view that filters based on payment date - e.g. “Date of payment” is in 3 days
- Trigger zap off that view
- Send email reminder
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- Answer
(Disclaimer - There are so many ways to achieve this - My suggestion here is not necessarily the best, sanest, or simplest - It’s just the first thing that came to my head
If you can’t handle this in Quickbooks, have you tried handling this in an external tool. I love Airtable, so my mind tends to immediately think of how I’d handle it using their “New record in view” trigger.
Flow would look like this:
- Send recurring payment info to Airtable (user, name, email, cost, date of payment etc)
- Create a view that filters based on payment date - e.g. “Date of payment” is in 3 days
- Trigger zap off that view
- Send email reminder
1 person likes this
- Beginner
- 3 replies
Thanks for the response. This really doesn’t solve the problem. I’m trying to get a automation direct from QB without having a manual export process. Once the data is out of QB sending the email is the easy part. I was wondering if anyone had figured out a way to auto trigger out of QB.
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