How do I connect Studio Pro to Quickbooks Online?

Studio Pro can connect to Quickbooks Online using Zapier.

(If you use Quickbooks Desktop version, please refer to this help article: Do you have a Quickbooks interface?)

Connecting Quickbooks Online to Zapier:

The first way is by setting up a Zapier webhook under Studio Pro Merchant Services. This option will only send payments made through Studio Pro Merchant Services, and will not include payments made via cash, check, non-revenue credits, or manually entered payments. The steps to set this up can are found in this help article: How do I get a Zapier webhook?

If you have Studio Pro Premier, you have many more options to connect Studio Pro to Quickbooks Online by way of a Zapier account. How the Zaps will be set up will be unique to how your studio uses Quickbooks Online, so we recommend you consult your accountant to find the best setup for your account.

Additionally, Zapier support is available to assist with any questions regarding how the Zaps should be set up. A brief overview of the options and how to set things up are demonstrated below.

1. First, sign into your Zapier account (Zapier has different membership levels; however, for Quickbooks Online access, you will need a Premium membership within Zapier). Click on the "Create Zap" button:

2. Next, you'll select your Trigger. You can search and select Studio Pro here.

3. Next, you'll select the event:

4. You'll need to connect your Studio Pro account to Zapier by granting Zapier permission to access the account. Once connected, you can continue:

5. Zapier will then ask you to Test the connection. Once a successful test has been performed, you can move to the Action step.

6. For the Action step, you'll select Quickbooks Online:

7. Now, you'll select the event you'd like to happen in Quickbooks Online:

8. Similar to Step 4 above, you'll need to connect Zapier to your Quickbooks Online account to grant Zapier access:

9. Next, you'll select what data you'd like to send from Studio Pro into Quickbooks Online:

10. Zapier will ask to send a Test once it's all selected. After the successful test, you're ready to Publish your new Zap!