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Automate your Quickbooks accounting with Parseur

quickbooks integration with emails

Whether you are a freelancer, or you have a small business or midsize business, Intuit QuickBooks will help you get the work done with all the features. It offers both on-premises applications and cloud-based versions.

In this integration article with Zapier, we will show you how to create a sales receipt in QuickBooks online automatically from your emails.

Benefits of automating your Quickbooks accounting

Using a mail parser can save you countless hours and improve your workflow process and Parseur is one of the best email parser on the market to integrate with Quickbooks.

Parseur is a powerful mail parser that automates data extraction from emails and other documents such as PDFs or Excels. The parsed data can either be downloaded or sent to any application of your choice using Zapier.

With the integration of QuickBooks and Parseur, you will be able to accomplish those actions below automatically and in real time:

  • Add a new invoice (with line item support)
  • Add a new sales receipt (with line item support)
  • Add a new estimate
  • Add a new expense
  • Add a new invoice
  • Add a new purchase order
  • Add a new vendor
  • Update an existing customer’s details

Let’s take the case of Adolfo who owns a clothing shop. Adolfo’s mailbox is always full of emails, invoices, purchase orders and other relevant email attachments. Each time he receives a paid invoice from a customer, he needs to extract specific details from the invoice and create a sales receipt manually in QuickBooks.

It is time consuming for him as he needs to look after other aspects of his shop as well. Adolfo would like to have an automated workflow process from the moment he receives an invoice via email till the creation of the sales receipt in QuickBooks.

Steps to integrate QuickBooks with Parseur

What you will need:

  • Your QuickBooks account
  • A Parseur account
  • A Zapier account

Step 1: Sign up for your free plan and create your Parseur mailbox

Parseur is totally and forever free for a limited number of emails sent per month, with all features enabled.

Create my Parseur account
Having a powerful email parsing tool can help you automate your business processes, saving you countless hours of work.

Once your account is created, you will be automatically redirected to the Parseur application to create your mailbox. Parseur is a visual template tool that has a built-in library of templates for different use cases that will automatically process the data extraction.

For this article, we will select the option Custom emails and attachments to extract data from your PDF invoices.

select custom emails and attachments

Select custom emails and attachments

Step 2: Forward your invoice to your Parseur mailbox

You will receive an email address so that you can send your emails and attachments to your Parseur mailbox.

You can also set up an auto-forwarding rule to forward all your emails automatically to the Parseur mailbox. For best results, we recommend you forward your emails from your original email client (Gmail, Yahoo, etc.) and not from your phone or desktop email client (Apple Mail, Outlook, etc).

Email received in parseur mailbox

Email received in parseur mailbox

Step 3: Extract accounting data to send to QuickBooks

You do not need to create any parsing rules for the data extraction process as Parseur is Point & Click!

The integrated template editor will help you to create a template easily and quickly. You just need to highlight the specific information that you want to extract and create data fields for them.

create template in Parseur

Create template in Parseur

The parsed results will appear like this:

parsed results for QuickBooks

Parsed results for Quickbooks

Step 4: Send extracted invoice data to Quickbooks

As mentioned above, the parsed email data can be sent to any application that you want.

Zapier is a cloud automation tool that connects two or more apps together so as to automate repetitive tasks without coding.

If you cannot find QuickBooks in the search results, click on “create zap” and you will be redirected to your Zapier dashboard.

Search for Quickbooks under Zapier

Search for Quickbooks under Zapier

Connect Parseur with Zapier

Since you are adding a new sales receipt (with line items), choose "new document processed (with list items)" as the trigger event.

choose "new document processed (with list items)"

Choose "new document processed (with list items)"

Choose your Parseur mailbox so that Zapier can retrieve the extracted data.

Select your Parseur mailbox

Select your Parseur mailbox

Connect QuickBooks with Zapier to create your sales receipt

Choose “app” as QuickBooks and “action event” as Create sales receipt

Then, you will be asked to sign in to your Quickbooks account.

sign in to your Quickbooks account

Sign in to your Quickbooks account

Once connected, you will be able to customize the data fields using parsed data from Parseur to create the sales receipt in QuickBooks.

sign in to your Quickbooks account

Sign in to your Quickbooks account

Customize data fields for Quickbooks

Customize data fields for Quickbooks

Step 5: Test if a new sales receipt is created when a new invoice is received in Parseur

Test the integration before you turn the Zap on!

send a test trigger to Zapier

Send a test trigger to Zapier

sales receipt created automatically in Quickbooks

Sales receipt created automatically in Quickbooks

sales receipt created automatically in Quickbooks

Sales receipt created automatically in Quickbooks

And that's it! You have now automated your accounting process to Quickbooks.

Parseur logo What is Parseur?

Parseur is a powerful email parser software to automatically extract text from emails, attachments and documents and automate your workflow. See Parseur features.

Quickbooks.com logo What is Quickbooks.com?

Quickbooks is an accounting software package developed by Intuit. Create invoices, organize your expenses, maintain cash flow, generate profit and loss reports with Quickbooks. More about Quickbooks.com.

Zapier logo What is Zapier?

Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.