Use Zapier to connect REACH and QuickBooks. Build your Zaps, automate your workflows and ensure your data is synced between your apps.

Zaps, triggers and actions: Zaps are workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a Zap, and an action is an event a Zap performs.

Here are some example Zaps you can see how you can create automations between REACH and Quickbooks.

Note: This are meant to be examples. Triggers and Resulting Actions can change at any time.

REACH Triggers > Resulting QuickBooks Actions

REACH Triggers	Description	Resulting QuickBooks Action	Description
New Supporter	Triggers when a new supporter is created.	Create Customer	Adds a new customer.
Updated Supporter	Triggers when a supporter is updated.	Update Customer	Updates an existing customer.
New Donation	Triggers when a new donation is created.	Create Invoice	Adds a new invoice.
New Donation	Triggers when a new donation is created.	Create Sales Receipt	Adds a new sales receipt.
Updated Donation	Triggers when a donation is updated.	Update Invoice	Updates an existing invoice.

QuickBooks Triggers > Resulting REACH Actions

QuickBooks Triggers	Description	Resulting Action in REACH
New Customer	Triggered when you add a new customer.	Create Supporter
New Invoice	Triggered when you add a new invoice.	Create Donation
New Sales Receipt	Triggered when a new sales receipt is added.	Create Donation

Setting up your Zap#

• Choose your Trigger app(REACH or Salesforce) and Trigger Event
• Connect your account
• Set up and test your trigger
• Review your Example Record
• Choose your Action app(REACH or Salesforce) and Action Event
• Connect your account
• Set up your action
• Add Title and map your fields
• Test & Review Action
• Complete and Turn on Zap