Integrate Planning Center with QuickBooks Online to automate your work

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.