How to Integrate Your Squarespace Transactions in QuickBooks

Do you use QuickBooks account to log in to your Squarespace transactions? If so, you might have noticed that it takes a long time to do it all manually. And that’s the time you could use for other things, like finding more ways to grow your business.

However, it’s essential to keep track of everything, and that’s why using a secure third-party app can save you so much precious time. You can connect Squarespace and QuickBooks and automate everything with apps like Zapier or OneSaas. In this article, you’ll learn more about how this process works.

Integrating Squarespace in QuickBooks with Zapier

Zapier is an excellent tool to integrate Squarespace transactions in QuickBooks. It can save you a lot of time that you’d usually spend on data entry. Manual data entry leaves more room for errors as well. So, how do you get started? Just follow these steps:

1. Go to Zapier and then select “Apps.”
2. You can use the search bar to type in “Squarespace.”
3. You will be redirected to the page with Squarespace integration options.
4. Click on the “+” button next to the Squarespace logo.
5. Now type in “QuickBooks.”
6. Now click “Connect these Apps.”
7. You will be prompted to complete the signup process.

You can create an account from scratch or use your Google or Facebook accounts. The signup is quick and straightforward, and you even get a 14-day free trial period, to see if Zapier truly works for you.

API KEY

Before you can start using Zapier for integrating Squarespace with QuickBooks, you have to give it access. Zapier will ask you to connect to your Squarespace account before you can take any actions. And you will need the Application programming interface (API) key to make sure everything works. But where do you find the API? Here’s where to look:

1. Go to your Squarespace account.
2. Find the Home menu, then go to “Settings.”
3. Select “Advanced” and now select “API Keys.”
4. Select “Create a Key.”
5. Type the name for your API.
6. Select “Forms” under “API Key Scope.”
7. Select “Next.”
8. Now copy your API key and paste it to your Zapier account.

Zapier Triggers and Actions

Here’s how it works. Zap is an automatic workflow that takes between Squarespace and QuickBooks. And Trigger is an event that takes place in Squarespace, which starts the Zap. And the one that finishes the Zap is called Action.

Zapier lets you have 25 types of triggers and actions with Squarespace and QuickBooks. For example, when someone who visited your website, submits a new form, Zapier can make sure QuickBooks creates a bill or an estimate.

It can also help you do things like updating customer profiles and sending invoices, purchase orders, and new payments. It’s important to point out, though, that in Squarespace, Zapier is a premium feature. But how fast does it work?

Zap syncing interval represents how often Zapier will check if there is new information from your Squarespace account. The frequency will depend on the plan you get. On a Professional or a more expensive plan, Zapier will check for new info every five minutes. On a Starter plan, it will check every 15 minutes.

Integrating Squarespace in QuickBooks with OneSaaS

OneSaas is another excellent platform you can use to connect your Squarespace and QuickBooks accounts. Just like Zapier, all the data flow is automatic, and it saves users a lot of time.

When there is an order in Squarespace, OneSaas will instantly create an invoice in QuickBooks. It works the other way around as well. For example, if there is an update regarding stock levels in QuickBooks, the update will register in Squarespace too.

OneSaas offers users a free trial to make sure that it is the tool they want to use to integrate Squarespace in QuickBooks. You can visit their website and start the trial. And you can also take a look at their detailed guide about the integration process for these two apps.

Make the Most of Squarespace and QuickBooks

These two amazing platforms can make your small or medium-sized business less of a burden. It doesn’t matter if you’re the only employee or you have more than 20, and it’s always good to find a tool that can save you some time.

Zapier and OneSaas are both excellent options to glue Squarespace and QuickBooks and make the integration effortless. All you have to do is create a Zapier or OneSaas account and connect the apps.

What do you think of Squarespace and QuickBooks? Did you connect them via Zapier, OneSaas, or another app? Let us know in the comments section below.