QuickBooks Online

Why Integrate Teachfloor with QuickBooks Online

QuickBooks Online is a leading accounting platform used by small businesses and course creators to manage invoicing, payments, and financial records. Connecting QuickBooks Online with Teachfloor via Zapier allows you to automate the link between financial transactions and course access. When a payment is recorded or an invoice is paid, students can be automatically enrolled in the corresponding course.

This integration removes the manual step of checking payment status before granting access, saving time and reducing errors for educators who sell courses directly and need tight financial tracking.

Use Cases

Enroll Students When Invoices Are Paid

When a customer pays an invoice in QuickBooks Online, Zapier triggers the Teachfloor Invite action to send a course enrollment email. This creates a seamless purchase-to-access experience where learners gain immediate entry to their course once payment clears.

Create Invoices on Course Completion

When Teachfloor triggers Course Completed, Zapier can create a new invoice or sales receipt in QuickBooks Online. This is useful for organizations that bill clients upon training delivery or need to generate completion-based financial records automatically.

Track Revenue by Tagging Participants

When a New Participant joins a Teachfloor course after a QuickBooks payment, use the Assign Tag action to label them with their payment plan or product tier. Instructors can then filter participants by tag to understand which revenue streams their learners come from.

FAQ

Can I match QuickBooks customers to Teachfloor courses automatically?

Yes. In Zapier, you map the customer email from QuickBooks to the Teachfloor Invite action and specify which course they should join based on the product or invoice line item.

Does this integration handle refunds?

You can set up a Zap that triggers on a QuickBooks refund event and uses the Teachfloor Course Revoke Access action to remove the student from the course automatically.

What QuickBooks plans work with Zapier?

All QuickBooks Online plans are compatible with Zapier. You need a Zapier account with a plan that supports the frequency of triggers your workflow requires.