How to generate invoices in Quick Books
Detailed accounting is critical to running an efficient business, but that doesn't mean you have to enter every line item yourself. Use this Docparser Zapier integration to automatically create QuickBooks Online invoices from data parsed via Docparser. That way, you can generate invoices or insert data with minimal effort.
Automated connections called Zaps, set up in minutes with no coding, can automate your workflows from Docparser to QuickBooks Online. Each Zap has one app as the **trigger**, where your information comes from and which causes one or more **actions** in other apps, where your data gets sent automatically.
**Note: This Docparser & Zapier integration was built by Zapier, so if you have a questions, get in touch with them here.**
Here's what you'll need to get started:
- A Docparser account
- A Zapier account. Heads up that QuickBooks Online is a premium app on Zapier, which means it requires a paid Zapier account after the free 2-week trial expires.
- A QuickBooks Online account
1) Start by creating a Zap that automatically takes your new parsed documents and creates an invoice in QuickBooks Online. Click the "Use this Zap" button here to get started.
2) In Docparser, navigate to My Account > API Credentials and copy your secret API key. Use this key to authenticate your Docparser account with Zapier.
3) Choose the document parser from the drop down from which you want to obtain the parsed data. Make sure you have at least one recently parsed document created in Docparser. This data will be used to create the framework of your Zapier automation.
4) Next, you'll create your Action step, creating a QuickBooks Online invoice from the parsed document data. Connect your QuickBooks Online account to Zapier.
5) This is the most important step of setting up your Zap. You're telling Zapier what to do with the new parsed data it's grabbing from Docparser. Use the drop downs in each QuickBooks Online field to map the parsed data to an invoice. You're creating a blueprint for all future instances of the trigger event to follow.
If your parsed data includes an email address, you can also use that data to search for an existing QuickBooks Online customer.
6) After testing that step, your Zap will be turned on and you're ready to go! From now on, files uploaded to your designated parser will automatically create QuickBooks Online invoices for your customers.