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Penny
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Accounting · Via Zapier or your workflow · Pro

Use the contact details Penny collected for your QuickBooks customer.

Your bookkeeper can start from the name, phone number, and address the caller supplied. A Zap maps approved inquiries into QuickBooks Online when your office is ready to create a customer.

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The fields your office receives

Source fieldDestination
Caller-supplied name or business nameCustomer display name selected in your mapping
Captured email and phoneCustomer contact fields
Address, if supplied and appropriateThe address field your accounting team approves
Source-call referenceA supported note or reference field you configure
Direction
Penny sends a call event to Zapier. Your filtered Zap finds or creates the QuickBooks Online customer.
When it happens
The Zap runs after call processing and any filter or review step in your workflow.

This page covers QuickBooks Online through Zapier. Capturing an inquiry does not establish a sale, create an approved invoice, or collect payment. Your accounting team controls those actions. Do not treat a service address as a billing address without confirmation.

Set up the connection

  1. 1

    Define when an inquiry becomes a customer

    Have the office or bookkeeper choose the trigger and any review step. Avoid adding every caller to the accounting customer list merely because Penny answered.

  2. 2

    Connect the accounts in Zapier

    Connect Penny and the correct QuickBooks Online company. Confirm that the Zapier plan and connected account permit the actions you want to use.

  3. 3

    Set the customer match and mapping

    Choose the supported customer search or create action. Map supplied contact details and decide how to handle missing information or an existing customer with the same name.

  4. 4

    Review a test with the bookkeeper

    Run a sample through the filter and action. Inspect the customer in QuickBooks Online before turning on the Zap.

Penny’s signed call-completed webhook settings
The signed webhook is an alternative input to your QuickBooks workflow. Sample endpoint; no account connection or signing secret is shown. Your receiving workflow determines the destination object.

Illustrative QuickBooks Online customer mapping

Display name
Example Company
Email
accounts@example.com — supplied by the caller
Phone
Caller-provided business number
Financial transaction
None created by this example
Sample customer mapping: your bookkeeper reuses the caller’s details when the account is ready.

Check the first result

Confirm the customer lands in the correct company and that another call from the same customer follows your matching rule. Review missing contact fields before enabling the workflow.

Questions about this connection

Does this send an invoice or collect payment?

No. The workflow maps captured contact details to a QuickBooks Online customer. Your accounting team handles invoices, balances, and payment through its normal process.

How do I know the connection is ready?

Confirm the customer lands in the correct company and that another call from the same customer follows your matching rule. Review missing contact fields before enabling the workflow.

Provider reference

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