Skip to Content Skip to Menu

🌲 Merry Christmas! Great savings on Professional and Developer Memberships! Get 25% off now with code XMAS-2024!

Export CBSubs membership payments to Quickbooks

  • AlexRag
  • AlexRag
  • OFFLINE
  • Posts: 501
  • Thanks: 33
  • Karma: 6
1 year 1 month ago - 1 year 1 month ago #335754 by AlexRag
Is there a way, perhaps using something like Zapier to export a new/renewing sale (membership) in CBSubs to Quickbooks?  Or would I have to just look at finding a way for Stripe to send that data to QB instead?
Last edit: 1 year 1 month ago by AlexRag.

Please Log in or Create an account to join the conversation.

  • krileon
  • krileon
  • ONLINE
  • Posts: 48622
  • Thanks: 8303
  • Karma: 1446
1 year 1 month ago #335766 by krileon
You could probably just export directly from your database then import the data, but I've no idea what format you even need this in and what information it should contain. The following would be the relevant tables for payments.

Baskets/Invoices: _cbsubs_payment_baskets
Payments: _cbsubs_payments

I've no idea what you mean by sending to Quickbooks. If they've an online API you can use then you'd be able to call that API with various integrations (e.g. CBSubs URL for HTTP requests).


Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.

Please Log in or Create an account to join the conversation.

  • AlexRag
  • AlexRag
  • OFFLINE
  • Posts: 501
  • Thanks: 33
  • Karma: 6
1 year 3 weeks ago #336115 by AlexRag
Sorry for the late response.

I was just wondering if there was some automated way to connect the site to Quickbooks, but not have it be manual.    Actually, a more general question (not specific to Quickbooks) if I can use something like Zapier, Pabbly, or similar platforms to have the site "talk" to other platforms? (I gather using an API or webhook).

Thanks!

Please Log in or Create an account to join the conversation.

  • krileon
  • krileon
  • ONLINE
  • Posts: 48622
  • Thanks: 8303
  • Karma: 1446
1 year 3 weeks ago #336120 by krileon
If whatever that platform is has an API yes that's possible. We provide a dozen different ways to approach that and how you approach it will depend on the platform and the available APIs. The most basic approach is usually to call some REST endpoint and you can do that with CBSubs URL integration or CB Auto Actions and its Request action.


Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
The following user(s) said Thank You: AlexRag

Please Log in or Create an account to join the conversation.

Moderators: beatnantkrileon
Powered by Kunena Forum