Fluid Pay + Quickbooks Online Integration

Integrate Fluid Pay to Quickbooks Online in one click, or tell Integrately AI how you want each transaction handled. Log payments, update invoices, record sales receipts, and keep your accounting books balanced automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Fluid Pay
    Transaction is created in Fluid Pay Instant
  • Fluid Pay
    Transaction is captured in Fluid Pay Instant
  • Fluid Pay
    Transaction is updated in Fluid Pay Instant
  • Fluid Pay
    Transaction becomes void in Fluid Pay Instant
  • Fluid Pay
    Transaction is settled in Fluid Pay Instant
  • Quickbooks Online
    Employee is updated in Quickbooks Online
  • Quickbooks Online
    Credit memo is created in Quickbooks Online
  • Quickbooks Online
    Account is updated in Quickbooks Online
  • Quickbooks Online
    Account is created in Quickbooks Online
  • Quickbooks Online
    Incoming account is created in Quickbooks Online
  • Quickbooks Online
    Customer is created in Quickbooks Online
  • Quickbooks Online
    Customer is updated in Quickbooks Online
  • Quickbooks Online
    Invoice is created in Quickbooks Online
  • Quickbooks Online
    Payment is created in Quickbooks Online
  • Quickbooks Online
    Sales receipt is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created in Quickbooks Online
  • Quickbooks Online
    Estimate is created or updated in Quickbooks Online
  • Quickbooks Online
    Bill is created in Quickbooks Online
  • Quickbooks Online
    Employee is created in Quickbooks Online
  • Quickbooks Online
    Item is created in Quickbooks Online
  • Quickbooks Online
    Expense is created in Quickbooks Online
  • Quickbooks Online
    Time activity is created in Quickbooks Online
  • Quickbooks Online
    Tax code is created in Quickbooks Online
  • Quickbooks Online
    Vendor is created in Quickbooks Online
  • Quickbooks Online
    Asset account is created in Quickbooks Online
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2.
  • Fluid Pay
    Create invoice in Fluid Pay
  • Fluid Pay
    Update invoice in Fluid Pay
  • Fluid Pay
    Search invoice in Fluid Pay
  • Fluid Pay
    Delete invoice in Fluid Pay
  • Fluid Pay
    Get invoice by id in Fluid Pay
  • Fluid Pay
    Create user in Fluid Pay
  • Fluid Pay
    Create plan in Fluid Pay
  • Fluid Pay
    Refund in Fluid Pay
  • Fluid Pay
    Create add-on in Fluid Pay
  • Fluid Pay
    Create discount in Fluid Pay
  • Fluid Pay
    Search transaction in Fluid Pay
  • Quickbooks Online
    Update invoice in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id in Quickbooks Online
  • Quickbooks Online
    Search product/service by FullyQualifiedName in Quickbooks Online
  • Quickbooks Online
    Delete invoice in Quickbooks Online
  • Quickbooks Online
    Search invoice by Invoice number in Quickbooks Online
  • Quickbooks Online
    Create journal entry in Quickbooks Online
  • Quickbooks Online
    Create invoice in Quickbooks Online
  • Quickbooks Online
    Create customer in Quickbooks Online
  • Quickbooks Online
    Search customer by name in Quickbooks Online
  • Quickbooks Online
    Update customer in Quickbooks Online
  • Quickbooks Online
    Get estimate pdf by id(deprecated) in Quickbooks Online
  • Quickbooks Online
    Create sales receipt in Quickbooks Online
  • Quickbooks Online
    Send sales receipt in Quickbooks Online
  • Quickbooks Online
    Create estimate in Quickbooks Online
  • Quickbooks Online
    Find estimate in Quickbooks Online
  • Quickbooks Online
    Search customer by email in Quickbooks Online
  • Quickbooks Online
    Get invoice pdf in Quickbooks Online
  • Quickbooks Online
    Get invoice by id in Quickbooks Online
  • Quickbooks Online
    Search payment method by name in Quickbooks Online
  • Quickbooks Online
    Create credit memo in Quickbooks Online
  • Quickbooks Online
    Search term by name in Quickbooks Online
  • Quickbooks Online
    Search class by name in Quickbooks Online
  • Quickbooks Online
    Search active tax code by name in Quickbooks Online
  • Quickbooks Online
    Create time activity in Quickbooks Online
  • Quickbooks Online
    Create payment in Quickbooks Online
  • Quickbooks Online
    Search product/service in Quickbooks Online
  • Quickbooks Online
    Create product/service in Quickbooks Online
  • Quickbooks Online
    Search multiple items in Quickbooks Online
  • Quickbooks Online
    Create purchase order in Quickbooks Online
  • Quickbooks Online
    Create bill in Quickbooks Online
  • Quickbooks Online
    Get customer by id in Quickbooks Online
  • Quickbooks Online
    Get tax rate by id in Quickbooks Online
  • Quickbooks Online
    Search vendor in Quickbooks Online
  • Quickbooks Online
    Create vendor in Quickbooks Online
  • Quickbooks Online
    Find account by name in Quickbooks Online
  • Quickbooks Online
    Create refund receipt in Quickbooks Online
  • Quickbooks Online
    Create expense in Quickbooks Online
  • Quickbooks Online
    Update product/service in Quickbooks Online

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Ready Workflows Ready Workflows for Fluid Pay + Quickbooks Online Integration

Capture payments, create invoices, keep books updated, record sales receipts, and sync accounting data, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Fluid Pay + Quickbooks Online flow

Extend your financial workflows by connecting CRM records, inventory updates, marketing lists, and team alerts. Pick a combination and activate it in one click.

Fluid Pay
Quickbooks Online
+
StripeStripe (4)
+
ShopifyShopify (4)
+
HubSpotHubSpot (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
F
Q
S
When a transaction is created in Fluid Pay, create an invoice in Quickbooks Online, and create a customer in Stripe.
Fluid Pay transactions immediately generate invoices in QuickBooks Online while adding the customer record in Stripe, eliminating manual cross-platform data entry.
F
Q
S
When a transaction is settled in Fluid Pay, create a sales receipt in Quickbooks Online, and update the customer in Stripe.
Settled Fluid Pay transactions generate sales receipts in QuickBooks Online and update corresponding Stripe customer profiles instantly.
F
Q
S
When a transaction becomes void in Fluid Pay, create a credit memo in Quickbooks Online, and create a refund record in Stripe.
Voided Fluid Pay transactions automatically trigger credit memos in QuickBooks Online and issue corresponding refund records in Stripe.
F
Q
S
Use Claude to evaluate settled Fluid Pay transactions, create QuickBooks invoices, and log payment data in Stripe.
Claude reviews settled Fluid Pay transactions to structure invoice details for QuickBooks Online and payment tracking in Stripe.

Supported triggers and actions for Fluid Pay and Quickbooks Online

Mix and match to build the exact automation you need

Fluid Pay
Fluid Pay Triggers & Actions
Instant
Transaction is created in Fluid Pay
Triggers the automation when a new transaction is created
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Instant
Transaction is captured in Fluid Pay
Triggers the automation when a new transaction occurs
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Instant
Transaction is updated in Fluid Pay
Triggers the automation when a transaction is updated
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Instant
Transaction becomes void in Fluid Pay
Triggers the automation when a transaction becomes void
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Instant
Transaction is settled in Fluid Pay
Triggers the automation when a transaction is settled
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Create invoice in Fluid Pay
Generates invoices for sales transactions
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Update invoice in Fluid Pay
Updates invoice details based on new information
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Search invoice in Fluid Pay
Locates and retrieves invoices with
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Delete invoice in Fluid Pay
Deletes selected invoice records
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Get invoice by id in Fluid Pay
Retrieves a invoice using its id
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Create user in Fluid Pay
Generates a new user account
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Create plan in Fluid Pay
Generates a new plan based on user input
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Refund in Fluid Pay
Processes a refund
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Create add-on in Fluid Pay
Creates a new add-on
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Create discount in Fluid Pay
Generates a new discount code for customers to use at checkout
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Search transaction in Fluid Pay
Searches for a transaction
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Quickbooks Online
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
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Credit memo is created in Quickbooks Online
Triggers when a credit memo is created
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Account is updated in Quickbooks Online
Triggers the automation when an account is updated
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Account is created in Quickbooks Online
Triggers the automation when a new account is created
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Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
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Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
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Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
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Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
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Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
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Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
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Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
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Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
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Bill is created in Quickbooks Online
Triggers the automation when a new bill is created
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Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
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Item is created in Quickbooks Online
Triggers the automation when a new item is created
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Expense is created in Quickbooks Online
Triggers the automation when a new expense is added
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Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
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Tax code is created in Quickbooks Online
Triggers the automation when a tax code is created
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Vendor is created in Quickbooks Online
Triggers the automation when a new vendor is created
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Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
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Update invoice in Quickbooks Online
Modifies an existing invoice with new information
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Get estimate pdf by id in Quickbooks Online
Retrieves a pdf estimate file by its id
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Search product/service by FullyQualifiedName in Quickbooks Online
Locates and retrieves particular item information
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Delete invoice in Quickbooks Online
Removes an invoice from the system
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Search invoice by Invoice number in Quickbooks Online
Retrieves an invoice by searching with the invoice number
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Create journal entry in Quickbooks Online
Generates a new journal entry
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Create invoice in Quickbooks Online
Generates invoices for sales transactions
Try it β†’
Create customer in Quickbooks Online
Adds a new customer to the database
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Search customer by name in Quickbooks Online
Searches for a customer based on their name
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Update customer in Quickbooks Online
Updates a customer's information
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Get estimate pdf by id(deprecated) in Quickbooks Online
Retrieves a pdf estimate file by its id
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Create sales receipt in Quickbooks Online
Generates and send sales receipts to customers
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Send sales receipt in Quickbooks Online
Sends a sales receipt
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Create estimate in Quickbooks Online
Adds a new contact to the contact list
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Find estimate in Quickbooks Online
Retrieves estimated values based on particular criteria
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Search customer by email in Quickbooks Online
Searches for a customer by their email address
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Get invoice pdf in Quickbooks Online
Retrieves and download an invoice in pdf format
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Get invoice by id in Quickbooks Online
Retrieves a invoice using its id
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Search payment method by name in Quickbooks Online
Searches for a payment method by name
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Create credit memo in Quickbooks Online
Generates a new credit memo for a customer
Try it β†’
Search term by name in Quickbooks Online
Searches for a term by name
Try it β†’
Search class by name in Quickbooks Online
Searches for a class by its name
Try it β†’
Search active tax code by name in Quickbooks Online
Searches for an active tax code by its name
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Create time activity in Quickbooks Online
Creates a new time activity
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Create payment in Quickbooks Online
Generates and process a payment transaction
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Search product/service in Quickbooks Online
Locates and retrieves particular item information
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Create product/service in Quickbooks Online
Generates and launch new product or service offerings
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Search multiple items in Quickbooks Online
Searches for multiple items
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Create purchase order in Quickbooks Online
Generates a purchase order for approved requests
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Create bill in Quickbooks Online
Generates a new bill for the customer
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Get customer by id in Quickbooks Online
Retrieves customer information based on their id
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Get tax rate by id in Quickbooks Online
Retrieves tax rate information based on a id
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Search vendor in Quickbooks Online
Searches for a vendor
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Create vendor in Quickbooks Online
Adds a new vendor
Try it β†’
Find account by name in Quickbooks Online
Locates and retrieves account information using the account's name
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Create refund receipt in Quickbooks Online
Creates a new refund receipt
Try it β†’
Create expense in Quickbooks Online
Generates a new expense record
Try it β†’
Update product/service in Quickbooks Online
Try it β†’

What can you automate with Fluid Pay + Quickbooks Online?

Streamline your financial workflow by connecting payment processing events directly to your accounting records.

What you can automate?
🧾
Generate QuickBooks invoices from Fluid Pay transactions
Automatically create invoices or sales receipts in QuickBooks Online the moment a transaction is created or settled in Fluid Pay. Eliminate manual data entry between your payment gateway and accounting ledger.
πŸ“‹
Capture every submitted transaction field
Map all available transaction details, line items, and customer information from Fluid Pay directly into your QuickBooks Online records. Ensure your accounting books contain complete transaction data.
πŸ””
Alert your finance team immediately
Send instant notifications to your team whenever payments clear, invoices are generated, or transactions fail in Fluid Pay. Keep stakeholders informed without checking multiple dashboards.
πŸ”€
Route transactions based on specific criteria
Apply different accounting rules or create customized invoices depending on transaction amounts, payment methods, or customer tiers submitted through Fluid Pay.
πŸ”„
Keep accounting records updated as statuses change
Automatically update invoices or create journal entries when transactions are updated, settled, or adjusted in Fluid Pay. Maintain accurate financial records in real time.
πŸ”
Search and update existing customer records
Find existing customers or create new profiles in QuickBooks Online before generating invoices, preventing duplicate entries and keeping your client database clean.
↩️
Handle refunds and voided payments automatically
Trigger QuickBooks credit memos or refund receipts instantly when transactions become void or refunded in Fluid Pay. Keep your ledgers reconciled without manual adjustments.
πŸ”Œ
Extend your workflow to team messaging apps
Connect your payment and accounting flow to Slack or other productivity tools to broadcast revenue updates and transaction alerts across your organization instantly.
And much more...

Who is Fluid Pay + Quickbooks Online integration for?

Streamline financial operations and eliminate manual data entry between your payment gateway and accounting ledger for teams of all sizes.

Financial analysts
Financial analysts
Customer success managers
Customer success managers
Accounting supervisors
Accounting supervisors
E-commerce operations managers
E-commerce operations managers
Account receivables specialists
Account receivables specialists
Auditing and compliance officers
Auditing and compliance officers
πŸ“ˆ
Financial analysts
You review revenue reports and cash flow metrics, but transaction records lag behind gateway settlements because manual ledger entry takes hours β€” integrating these apps means every settled transaction updates your accounting books instantly and your reporting data stays current.
⚑
Customer success managers
You need to verify client payment statuses immediately when billing issues arise, but payment gateway logs and accounting ledgers rarely match up in time β€” with this integration, every transaction status change syncs across platforms so you can resolve inquiries instantly.
πŸ“‹
Accounting supervisors
You answer to executive leadership and external auditors who demand reconciled financial records, but manual data transfers introduce costly discrepancies β€” connecting these apps means your balance sheets reflect exact gateway settlements without manual cross-checking.
πŸ›’
E-commerce operations managers
You process high volumes of daily orders through your payment gateway, but keeping up with invoice creation by hand creates massive backlogs β€” automating both apps means every new transaction generates a QuickBooks invoice the moment it processes.
πŸ’Ό
Account receivables specialists
You depend on sales teams to hand over transaction details before you can issue invoices, but delayed communication stalls your billing cycle β€” this integration means incoming payments automatically trigger ledger updates without waiting for manual handoffs.
πŸ”
Auditing and compliance officers
You need an unbroken history of every payment, void, and refund, but manual record-keeping always leaves gaps in your audit trails β€” automating both apps means every transaction and credit memo is logged accurately and permanently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Fluid Pay + Quickbooks Online

Build and manage your Fluid Pay + Quickbooks Online automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Fluid Pay + Quickbooks Online with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Fluid Pay to Quickbooks Online?
Frequently Asked Questions
You can connect Fluid Pay to Quickbooks Online in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation for your team. It links with apps like Slack, HubSpot, and 1,500+ other tools.
Can I automatically create QuickBooks invoices when a Fluid Pay transaction is settled?
Frequently Asked Questions
Can I connect Fluid Pay, Quickbooks Online, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Fluid Pay and Quickbooks Online?
Frequently Asked Questions
How are transactions and customer data handled between Fluid Pay and QuickBooks?
Frequently Asked Questions
Can I automatically create QuickBooks sales receipts from Fluid Pay payments?
Frequently Asked Questions
Do I need coding skills to automate Fluid Pay and Quickbooks Online?
Frequently Asked Questions
Is the Fluid Pay and Quickbooks Online integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Fluid Pay or Quickbooks Online With 1500+ Other Apps

Fluid Pay
Popular Fluid Pay Integrations
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Quickbooks Online
Popular Quickbooks Online Integrations
Sync QuickBooks Online with inventory management, payroll, and project tracking tools to keep your financial stack unified.