Send new incoming bank transactions from Ponto directly to Quickbooks
Every business owner knows how painful and unsecure it can be to download bank statements and import them into any booking software. With this integration, every incoming transaction on your bank account automatically gets pushed to Quickbooks where you can reconcile payments and invoices anytime.
Every business owner knows how painful and unsecure it can be to download bank statements and import them into any booking software. With this integration, every incoming transaction on your bank account automatically gets pushed to Quickbooks where you can reconcile payments and invoices anytime.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Payment
Triggered when a payment is received (with line item support).
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AccountRequired
Balance TypeRequired
Try ItAccountRequired
Remittance Information
Remittance Information Type
Requested Execution Date
CurrencyRequired
AmountRequired
Creditor NameRequired
Creditor Account ReferenceRequired
Creditor Account Reference TypeRequired
Creditor Agent
Creditor Agent Type
New Account
Triggered when you add a new account.
Try ItNew Customer
Triggered when you add a new customer.
Try It