Planning Center + QuickBooks Online

Create new QuickBooks Online customers from new Planning Center profiles

Automate your workflow with this seamless integration that connects Planning Center and QuickBooks Online. Whenever a new profile is added in Planning Center, a corresponding customer entry gets created in QuickBooks Online. This helps keep your finance records up to date, saving valuable time and effort in manual entries. Update your customer financial records with ease and efficiency, allowing you to focus more on strategic tasks.

Automate your workflow with this seamless integration that connects Planning Center and QuickBooks Online. Whenever a new profile is added in Planning Center, a corresponding customer entry gets created in QuickBooks Online. This helps keep your finance records up to date, saving valuable time and effort in manual entries. Update your customer financial records with ease and efficiency, allowing you to focus more on strategic tasks.

  1. When this happens...
    Planning CenterPlanning Center
    New Profile

    Triggers when a new Profile is created.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Customer

    Triggers when you add a new customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ListRequired

    Trigger
    Scheduled
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    • FormRequired

    Trigger
    Scheduled
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    • WorkflowRequired

    Trigger
    Scheduled
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  • 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
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 moreHelp

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

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