How to: Implement QuickBooks Automation Using Zapier

Youli makes it easy for you to connect with QuickBooks using Zapier. Create a Zap and ensure you never miss logging a payment in QuickBooks. We recorded a demo video that we recommend watching before you get started.

GETTING STARTED: SETTING UP YOUR ZAPIER ACCOUNT

ZAPIER SETUP:

  • Create a Zapier account: Creating Your Account
  • Zapier does have a free account level, but they charge depending on how many "Zaps" you need. Go to their pricing page to determine what account level you require for this automation.

Want to practice? You can read our help article on creating your first Zap for a simple introduction.

CREATING THE ZAP: CONNECTING YOULI AND QUICKBOOKS

STEP 2: 

Watch the video above and follow the steps to create your Zap. We recommend sharing it with your QuickBooks expert, and they can determine what information you need to send to QuickBooks. I will paste the two examples discussed in the video below; you can download the examples below to start creating your Zap.

NOTE: Your individual needs will determine what Zapier account level you need and what example is best for you to start with. Consult your QuickBooks expert when deciding what information you need to track in QuickBooks. If you need assistance setting up your Zap, we offer personalized Zapier consulting