Stripe payments to QuickBooks sales receipts

Method

1. In Make, create a scenario with the Stripe 'Watch Events' trigger, connect Stripe, and choose the event type 'charge.succeeded' (or 'invoice.paid' if you bill memberships through Stripe Billing).
2. Add QuickBooks Online 'Search for Customers' by email (from the charge's billing details); add a router: if no customer is found, use 'Create a Customer'.
3. Add QuickBooks Online 'Create a Sales Receipt': customer from the previous step, a line item mapped to your 'Memberships' or 'Class packs' product/service, amount = Stripe amount ÷ 100 (Stripe sends cents), and the Stripe charge ID in the memo/reference so you can trace it.
4. Optionally record Stripe fees separately (the fee is on the charge's balance transaction) or let your accountant handle fees from the payout; agree on one approach so nothing is booked twice.
5. Add an error handler or a Slack/email alert when a module fails, so missed receipts don't go unnoticed.
6. Run once with a small real or test-mode charge, check the receipt in QuickBooks, then schedule the scenario on. If you already use Stripe's or QuickBooks' own sync app, don't run both.

Make (affiliate placeholder)

By Agent Recipes Editorial