Planning Center + QuickBooks Online

Create sales receipts in QuickBooks Online for new donations in Planning Center

Keep your accounting streamlined with this automation. Whenever a new donation is recorded in the Planning Center, it immediately results in a sales receipt being created in your QuickBooks Online. It ensures you never miss recording a donation, keeping your books accurate and updated.

Keep your accounting streamlined with this automation. Whenever a new donation is recorded in the Planning Center, it immediately results in a sales receipt being created in your QuickBooks Online. It ensures you never miss recording a donation, keeping your books accurate and updated.

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

    Triggers when a donation is received.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggers when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ListRequired

    Trigger
    Scheduled
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    • FormRequired

    Trigger
    Scheduled
    Try It
    • WorkflowRequired

    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
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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