- How to automatically create an invoice in QuickBooks Online for each new Lemon Squeezy order
- 1. Create your playbook and set the Lemon Squeezy trigger as "New order added"
- 2. Add the "Create invoice" in QuickBooks Online automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Lemon Squeezy and QuickBooks Online
How to automatically create an invoice in QuickBooks Online for each new Lemon Squeezy order
Create your playbook and set the Lemon Squeezy trigger as "New order added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New order added" under Lemon Squeezy. Then, select details like store. This will allow your playbook to automatically detect the new order added in Lemon Squeezy and initiate necessary actions.
If this is your first time using a Lemon Squeezy integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create invoice" in QuickBooks Online automation
Integrate the QuickBooks Online automation into your playbook to ensure the prompt creation of a new invoice for each new order added in Lemon Squeezy,
Click the "Add step" button, then locate the "Create invoice" automation for QuickBooks Online and input the mandatory and relevant details.
If your QuickBooks Online account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your QuickBooks Online account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new invoice in QuickBooks Online. Once turned on, it will respond whenever a new order is added in Lemon Squeezy by creating a invoice in QuickBooks Online without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.