QuickBooks Online

Aug 21, 2024

QuickBooks Online

Looking to integrate Pipeline with QuickBooks Online so that customer data be automatically updated and Stripe payments can be easily reconciled? Just follow this solution guide.

Prerequisites

You will need the following before you can integrate with QuickBooks Online:

• QuickBooks Online account

Setup integration

To setup QuickBooks Online integrations, go to Account Settings → Integrations

Then, click Enable to authorize Pipeline to integrate with QuickBooks Online.

Integrate with Stripe Checkout

To integrate with Stripe Checkout so that Stripe's processing fees are accounted for and bank deposits are automatically matched, you need to setup:

• Vendor: Stripe, Expenses → Vendors
• Primary Payment Method: Stripe, Customers → Payments
• Chart of Accounts: Bank Fees → Merchant Account Fees

Then, just enable the Stripe integration in Pipeline for Stripe payments to be auto-matched.

Deposit Match without Automation

If you want deposits from Stripe to be auto-matched without automation, per QuickBooks Online documentation, you need to create a Sales Receipt for the Stripe NET payout amount (charge amount - Stripe fees).

• Payment Method Stripe
• Payment Reference Number Stripe Invoice Number
• Deposit to Account Undeposited Funds

Then, create an Expense for the Stripe transaction fee.

• Vendor Stripe
• Bank/Credit Account Undeposited Funds
• Reference Number Stripe Invoice Number
• Account Merchant Account Fees

Wrapper APIs

Finding the QuickBooks integration through Zapier too limiting? 

You can leverage Pipeline's native integration with QuickBooks Online to access their full API. The Pipeline back-end will handle all the authentication and ID lookups for you.

API Endpoint: https://api.pipelineapp.io/quickbooks/prod/public/webhook

For security purposes, wrapper API functionalities are disabled by default. You must explicitly request which wrapper API functionalities to enable for your account.

Sample API Calls

Just send a POST (x-www-form-urlencoded) to the API endpoint for any of the following wrapper APIs.

Method

Form Name/Value Pair(s)

findcustomer

Required: method findcustomer instance [your instance name], ex: apollogroup calendar [HighLevel calendar name] subdomain [HighLevel location ID] contact_email [invitee email], contact will be auto-created if contact doesn't already exist start_time [meeting start time], ISO 8601 format, ex: 2023-10-25T18:00:00+0000, for UTC Optional: duration_mins [meeting duration], ex: 60 for 60 mins title [meeting title] location [meeting location]

 

FAQs

Q: What are the transaction fees for QuickBooks Payments?

Here are the transaction fees for the 2 most common types:

• Credit Card: 2.99%
• ACH (Bank) Direct Debit: 1%

Note, we recommend using Stripe for payment collection, because of their lower fee structure and built-in customer billing portal. Refer to the QuickBooks pricing documentation for details.