Integrate Planning Center with QuickBooks Online to automate your work

Google Logo Start with Google for free
QuickBooks OnlineQuickBooks Online
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Planning Center with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from Planning Center

A trigger is an event that starts your Zap and runs the workflow. For example, with Planning Center, a trigger could be "New List Result."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Planning Center to QuickBooks Online

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Planning Center to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about Planning Center + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and QuickBooks Online

First, log into Zapier and create a new Zap. Choose Planning Center as your trigger app and select the appropriate trigger—such as 'New Donor' or 'New Donation.' Then choose QuickBooks Online as your action app and set up the desired action, like 'Create Sales Receipt' or 'Add Payment.' Follow the prompts to connect your accounts and map relevant fields.

Common triggers include 'New Donation,' 'New Donor,' or 'Updated Pledge' in Planning Center, which can be used to initiate actions such as creating a sales receipt or an invoice in QuickBooks Online.

Yes, when setting up actions within your Zap, you can choose options like 'Find Record' before creating a new entry. This allows you to update existing records if they match certain criteria.

Our Zaps typically run every 5 to 15 minutes on paid plans. On the free plan, Zaps will check for new data every 15 minutes. This frequency ensures that your data sync is timely without being instantaneous.

Certainly! You can customize workflows by setting conditional filters or using multi-step Zaps that let you integrate other apps into your workflow beyond just Planning Center and QuickBooks Online.

You'll need administrator access in both Planning Center and QuickBooks Online to authorize the connection through our platform. Ensure you have proper permissions before attempting to set up an integration.

First, double-check if your accounts are still properly connected in our platform. Verify triggers and actions within each Zap setup for accuracy. If issues persist, consult our support documentation or contact customer support for further assistance.

Connect Planning Center and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Planning Center and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
arrow pointing down
Start here
arrow pointing down
Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • List
      Required
    Trigger
    Scheduled
    Try It
    • Form
      Required
    Trigger
    Scheduled
    Try It
    • Workflow
      Required
    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • Planning Center triggers, actions, and search
    New Donation

    Triggers when a donation is received.

    Trigger
    Scheduled
    Try It
  • Planning Center triggers, actions, and search
    New Profile

    Triggers when a new Profile is created.

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It

Learn how to automate Planning Center on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

planning-center logo
planning-center logo
About Planning Center
Planning Center is a church management system that helps manage people, services, donations, registrations, and more.
Learn more
Related categories
  • Fundraising
quickbooks logo
quickbooks logo
About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn moreHelp
Related categories
  • Accounting
Similar apps
Xero integrationsXero integrations
  • Xero
  • Accounting
    FreeAgent integrationsFreeAgent integrations
  • FreeAgent
  • Accounting
    Wave integrationsWave integrations
  • Wave
  • Accounting

    Connect Planning Center to QuickBooks Online on the world's largest no-code automation platform

    Google Logo Sign up with Google