This article covers how to integrate your VOLT store with a Quickbooks Online account using Zapier. For information on using the Quickbooks Online Integration found in the VOLT Integration store, see the article Quickbooks Online Integration.

How to Setup Quickbooks + Volusion Zap

  1. View this Zap
  2. Select Try It
  3. Sign into your Zapier account or create a new one.
  4. Select Volusion Trigger > New Order
  5. Select Continue
  6. Connect your Volusion Account
  7. Save + Continue
  8. Review sample order (only if you have any previous orders)  or Skip This Step
  9. Continue with Default Sample
  10. Select Quickbooks Online Action > Create Customer
  11. Connect your Quickbooks Account
  12. Save + Continue
  13. Set up QuickBooks Online Customer > Continue
  14. Test your Zap > Send Test to Quickbooks Online
  15. Select QuickBooks Online Action > Create Sales Receipt 
  16. Select Continue
  17. Your Quickbooks Account should already be connected - Select Continue 
  18. Save + Continue
  19. Select Finish
  20. Switch toggle to ON to activate Quickbooks + Volusion Zap

How It Works

  1. An order is created within your Volusion dashboard when someone places an order or with the “Create Order” action in your store admin. 
  2. A customer is created in your Quickbooks Online account.
  3. A sales receipt is generated for that customer in Quickbooks Online.

More Information

Read more about using Zapier in the article The Zapier Integration.

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