How to Sync Stripe Customers to QuickBooks with Power Automate

My flows > + New flow > Automated cloud flow

Create automated cloud flow

Navigate to make.powerautomate.com and sign in with your Microsoft account. Click 'My flows' in the left sidebar, then the blue '+ New flow' button at the top. Select 'Automated cloud flow' from the dropdown menu. You'll see a dialog asking for flow name and trigger selection.

1. 1Click 'My flows' in the left navigation
2. 2Click the blue '+ New flow' button
3. 3Select 'Automated cloud flow'
4. 4Name your flow 'Stripe to QuickBooks Customer Sync'

Flow builder > Choose trigger > Stripe

Set up Stripe webhook trigger

In the trigger selection area, type 'Stripe' in the search box. Select the Stripe connector from the results. Choose 'When a customer is created' as your trigger event. This creates a webhook that Stripe will call whenever a new customer is added to your account.

1. 1Type 'Stripe' in the trigger search box
2. 2Click the Stripe connector icon
3. 3Select 'When a customer is created' trigger
4. 4Click 'Create' to proceed to the flow designer

Stripe trigger > Connection settings

Connect to Stripe account

Click on the Stripe trigger step to expand it. You'll see a connection dropdown that likely shows 'Choose a connection'. Click the dropdown and select '+ Add new connection'. Enter your Stripe account's secret key from your Stripe dashboard. Test the connection to verify it works.

1. 1Click on the Stripe trigger to expand settings
2. 2Click the connection dropdown
3. 3Select '+ Add new connection'
4. 4Paste your Stripe secret key (starts with sk_)
5. 5Click 'Create' to test the connection

Flow builder > + New step > QuickBooks Online

Add QuickBooks action step

Below the Stripe trigger, click the '+ New step' button. In the action search box, type 'QuickBooks' and select the QuickBooks Online connector. Browse through the available actions and select 'Create customer'. This action will create a new customer record in your QuickBooks company file.

1. 1Click '+ New step' below the Stripe trigger
2. 2Type 'QuickBooks' in the search box
3. 3Select 'QuickBooks Online' connector
4. 4Choose 'Create customer' action

QuickBooks action > Connection settings

Connect to QuickBooks Online

Click on the QuickBooks action to expand it. Similar to Stripe, you'll need to establish a connection. Click the connection dropdown and select '+ Add new connection'. This opens a popup for QuickBooks OAuth. Sign in with your Intuit account and authorize Power Automate to access your company file.

1. 1Click on the QuickBooks action step
2. 2Click the connection dropdown
3. 3Select '+ Add new connection'
4. 4Sign in to your Intuit account in the popup
5. 5Select your company file and click 'Authorize'

Between Stripe and Create customer > + New step > QuickBooks Online

Check for existing customers

Before creating a customer, you need to avoid duplicates. Click '+ New step' above the QuickBooks create action. Search for 'QuickBooks' and select 'Get customers' action. This retrieves all customers so you can check if the Stripe customer already exists in QuickBooks. Set up a filter condition to look for matching email addresses.

1. 1Click '+ New step' between Stripe trigger and QuickBooks create
2. 2Search for 'QuickBooks' and select the connector
3. 3Choose 'Get customers' action
4. 4Leave the query field empty to get all customers

After Get customers > + New step > Control > Condition

Add condition to prevent duplicates

Click '+ New step' after the 'Get customers' action. Search for 'Condition' in the control actions. Set up a condition that checks if the Stripe customer email already exists in the QuickBooks customer list. Use the 'contains' function to search through the returned customer emails.

1. 1Click '+ New step' after Get customers
2. 2Search for 'Control' and select it
3. 3Choose 'Condition' action
4. 4Set left side to dynamic content: Stripe email
5. 5Set condition to 'is equal to' and right side to QuickBooks customer email

Condition > No branch > Create customer > Field mapping

Map Stripe fields to QuickBooks

Drag your QuickBooks 'Create customer' action into the 'No' branch of the condition (when customer doesn't exist). Click on the Create customer action to open field mapping. Map Stripe's customer fields to QuickBooks customer fields using the dynamic content panel on the right.

1. 1Drag 'Create customer' into the condition's 'No' branch
2. 2Click on 'Create customer' to expand fields
3. 3Click in 'Name' field and select Stripe customer name from dynamic content
4. 4Map email, phone, and address fields using dynamic content
5. 5Set Company ID to your QuickBooks company from the dropdown

Condition > Yes branch > + Add action > QuickBooks Online

Configure update action for existing customers

In the 'Yes' branch of your condition, add an 'Update customer' action for when the customer already exists. Search for QuickBooks and select 'Update customer'. Map the customer ID from the Get customers results and update any fields that might have changed in Stripe.

1. 1Click '+ Add an action' in the Yes branch
2. 2Search for QuickBooks and select the connector
3. 3Choose 'Update customer' action
4. 4Map Customer ID from the Get customers dynamic content
5. 5Map updated fields from Stripe customer data

Top toolbar > Save > Test

Test and save the flow

Click 'Save' in the top toolbar to save your flow. Then click 'Test' to run a test. Choose 'I'll perform the trigger action' and create a test customer in your Stripe dashboard. Return to Power Automate and click 'Run flow' to see if the customer appears in QuickBooks.

1. 1Click 'Save' in the top right
2. 2Click 'Test' next to Save
3. 3Select 'I'll perform the trigger action'
4. 4Create a test customer in Stripe dashboard
5. 5Return and click 'Run flow' to test

Use this expression in the customer name field to prevent duplicates when customers have common names. Paste it into the Name field expression builder.

if(
  empty(triggerBody()?['name']),
  concat('Customer-', triggerBody()?['id']),

if(
  empty(triggerBody()?['name']),
  concat('Customer-', triggerBody()?['id']),
  if(
    contains(triggerBody()?['name'], '@'),
    triggerBody()?['name'],
    concat(
      triggerBody()?['name'], 
      ' (', 
      split(triggerBody()?['email'], '@')[0], 
      ')'
    )
  )
)