The following article will show you how to connect Arlo to QuickBooks so you can automatically export orders to your accounting system
You will need to consider if this Zap workflow suits your account processes before using them. If you're unsure get in touch with Arlo Support.
- This is a one-way sync only, order information from Arlo can be exported to QuickBooks but information cannot be sent back to Arlo.
- Currently this integration cannot support multiple tax rates from Arlo to QuickBooks. You will need to manually change the tax rates once an invoice has been created.
- In your Zapier Dashboard select Create Zap.
Step 1: Pull new Arlo order information
- Search for and select Arlo from the app selector.
- Choose New Order as the Trigger Event and press Continue.
- Add the following extra information:
- Billing Address Information
- Payment References information (if you'd like to provide a summary of payments made so far)
- Order Line Information
- Billing Contact information
- Billing Orgnisation information
- Choose your account and press Continue.
- On the find data step, press Test trigger and Continue.
If Zapier says it cannot find any orders to display try creating a new order in your platform, waiting a couple minutes, and clicking test again.
- Select the Find Contact in Arlo as the second step.
- Choose your account and press Continue.
- In the ID field select the Billing Contact ID from the New Order step.
- Press Continue.
- Proceed with the Test & Review step.
Step 2: Find or create QuickBooks customer
- Choose QuickBooks as the new action.
QuickBooks is a premium app which requires a paid plan to access. You will need to be on a paid plan for multi-step Zaps so this shouldn't be an issue!
- Select Find Customer for the Choose Action Event.
- Select the QuickBooks account you'd like to connect to the Zap.
You will need to connect to your QuickBooks account if this is the first time you've used it for a Zap.
- Use Email as the search field and enter the Billing Contact Email from the New Order as the search value.
- Tick the option for Create QuickBooks Customer if it doesn't doesn't exist yet.
- Fill out all the required fields and any additional ones you want to include from the New Order & Find Contact steps.
- Continue to the Send Data step and Test & Review.
This should either find an existing or create a new customer in QuickBooks, if it returns an error it is likely you have used a invalid format in a field (i.e. text in a number only field). Review all your mappings, if you're still encountering an error contact Arlo Support.
Step 3: Create invoice in QuickBooks
Search for and select QuickBooks for the next action step.
- Select Create Invoice for the Choose Action Event.
- Select the QuickBooks account you'd like to connect to the Zap.
- For the required customer field use the ID number of the QuickBooks customer you found or created in the previous step.
- Fill out the basic Invoice information with Arlo fields.
- For the Line Items section enter the following information, if there are multiple registrations on an order this will create each one in the QuickBooks order.
- Quantity should be set to '1'.
- The Tax field will need to be assigned a singular tax setting for all orders (this can be changed later in QuickBooks).
- Once all fields you'd like to include have been filled out proceed to Test & Review.
- If you tested the new invoice and successfully sent it to QuickBooks you can move on.
- The Zap is now created and ready to go, all that's left is to give it a name and turn it on.
- In your Zapier Dashboard select Create Zap.
Step 1: Pull updated Arlo order information
- Search for and select Arlo from the app selector.
- Choose Updated Order as the Trigger Event and press Continue.
- Add the following extra information:
- Billing Address Information
- Payment References information (if you'd like to provide a summary of payments made so far)
- Order Line Information
- Billing Contact information
- Billing Orgnisation information
- Choose your account and press Continue.
- On the find data step, press Test trigger and Continue.
Step 2: Find QuickBooks order
- Choose QuickBooks as the new action.
QuickBooks is a premium app which requires a paid plan to access. You will need to be on a paid plan for multi-step Zaps so this shouldn't be an issue!
- Select Find Invoice for the Choose Action Event.
- Select the QuickBooks account you'd like to connect to the Zap.
- Use the Arlo order Code in the Invoice Number field to find the correct order.
- Continue and Test & Review to find the order in QuickBooks.
Step 3: Update the invoice in QuickBooks
- Search for and select QuickBooks for the next action step.
- Select Update Invoice for the Choose Action Event.
- Select the QuickBooks account you'd like to connect to the Zap.
- For the required Invoice field use the ID number of the QuickBooks Invoice you found or created in the previous step.
- Fill out the basic Invoice information with Arlo fields.
- For the Line Items section enter the following information, if there are multiple registrations on an order this will create each one in the QuickBooks order.
- Quantity should be set to '1'.
- The Tax field will need to be assigned a singular tax setting for all orders (this can be changed later in QuickBooks).
- Once all fields you'd like to include have been filled out proceed to Test & Review to send the updated information to QuickBooks.
- If you tested the new invoice and successfully sent it to QuickBooks you can move on.
- The Zap is now created and ready to go, all that's left is to give it a name and turn it on.
