Zapier: Connecting MC Professional to QuickBooks Online

Manually entering data between MC Professional and QuickBooks Online is time consuming. You can automate it with Zapier, which connects web apps through automated workflows called Zaps. This article walks through the basics of setting up that connection.

About Zapier

Zapier connects different web apps by creating Zaps—automatic workflows based on a simple "if this, then that" rule. For example, if a new paid invoice is created in MC Professional, Zapier can automatically create a sales receipt in QuickBooks Online.

Before you begin

You'll need a few things to get started:

• A Zapier account: QuickBooks Online is a premium app on Zapier, so you need a paid plan.
• An MC Professional account: You need admin access to connect it to Zapier.
• A QuickBooks Online account: You need a paid subscription and admin rights.
• An API client in MC Professional: Create an API client in your MC Professional account to get the Client ID and Client Secret you'll enter in Zapier.

Common automations (Zaps)

You can create many different Zaps to fit your needs. Here are some of the most popular:

• When an invoice is paid in MC Professional: Automatically create a sales receipt in QuickBooks Online, so your revenue stays up to date.
• When a new member joins in MC Professional: Automatically create a new customer in QuickBooks Online, keeping your customer lists in sync.
• When a new invoice is created in MC Professional: Automatically create an expense in QuickBooks Online, useful for tracking costs related to memberships or events.

Building your automation in Zapier

Here's a general guide for creating a Zap that connects MC Professional and QuickBooks Online.

1. Log in to Zapier and select Create a Zap.
2. Set up the trigger:
   1. Search for and select MC Professional as your trigger app.
   2. Choose a trigger event, such as Invoice Paid.
   3. Follow the prompts to connect your MC Professional account to Zapier, entering the Client ID and Client Secret from the API client you created.
   4. Select Continue. Zapier tests the trigger to make sure it can pull sample data from your account.

   

3. Set up the action:
   1. Search for and select QuickBooks Online as your action app.
   2. Choose an action event that matches your trigger, such as Create Sales Receipt.
   3. Connect your QuickBooks Online account to Zapier.
   4. Continue to the mapping stage, where you match fields from MC Professional to QuickBooks Online.

   

4. Tell Zapier which information from MC Professional goes into which QuickBooks fields. For example, match the Invoice Amount field from MC Professional to the Amount field in QuickBooks. Zapier shows a list of fields to select from.
5. Run a final test to confirm the data transfers correctly. If the test works, name your Zap and turn it on. Your automation is now live.

To troubleshoot your Zap, contact Zapier support.

Additional resources

For more on creating automations with your MC Professional account, see:

• Zapier: Triggers and actions
• Zapier: Building an integration
• Zapier's Help Center