If your business accepts payments through Stripe but records invoices in QuickBooks, manually creating invoices for each payment can quickly become time-consuming.
What if you could automate the process so that every Stripe payment automatically generates a QuickBooks invoice? With CloudQix, you can using our pre-built workflow.
How the Stripe to QuickBooks Automation Works
This workflow efficiently connects Stripe and QuickBooks, ensuring that payments and customer records are synced automatically.
1. Connect Stripe and QuickBooks
First, make sure your Stripe and QuickBooks accounts are linked in CloudQix. This connection is essential for the workflow to function. Once connected, you can select the prebuilt workflow, where all nodes are already mapped out for you.
2. Configure the Stripe Webhook
The workflow begins with a Stripe webhook. To validate the webhook event, you need to add your “signed key” from Stripe:
- Go to your Stripe Webhook developer dashboard and copy the signed key.
- Paste the key into the corresponding field in CloudQix and submit.
3. Pull Customer Data
The next node in the workflow pulls customer information directly from the Stripe webhook. This data includes the details needed to identify the customer in QuickBooks.
4. Search for Customers in QuickBooks
Using the customer’s primary email address, the workflow searches QuickBooks to see if a matching record already exists.
5. Conditional Logic for Customer Creation
Here’s where CloudQix handles the smart decision-making:
- Customer exists: Skip creating a new customer and proceed to generating the invoice.
- Customer doesn’t exist: Automatically create a new customer record in QuickBooks, then generate the invoice.
Both paths are pre-configured in the workflow, so you don’t have to worry about manual mapping.
6. Test the Workflow
Testing ensures everything works as expected:
- Create a test payment in Stripe.
- Switch to QuickBooks and check the “Customer Hub” to verify that the customer has been created (if new).
- Navigate to the “Invoices” section to confirm that the invoice has been generated.
- In CloudQix, you can review the “Workflow Log Details” to see the successful run.
Once tested, your workflow is ready to automate your Stripe payments into QuickBooks invoices seamlessly.
Why Automate Stripe to QuickBooks?
This integration eliminates repetitive manual work while keeping your accounting data accurate and up to date. Your team no longer has to manually create invoices, and your records stay consistent across platforms.
With CloudQix, you can:
- Automatically sync Stripe payments to QuickBooks
- Create new customer records only when needed
- Generate invoices without manual effort
- Monitor workflow logs for transparency and reliability
Start Automating Payments Today
You can set up this Stripe to QuickBooks workflow (and many others) directly in CloudQix. Build and manage automations, connect your tools, and scale your processes without writing a single line of code.
Create your free CloudQix account today and start turning Stripe payments into QuickBooks invoices automatically!
