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Set up your first integration
Quickly connect Kajabi to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Kajabi with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Assessment Completed" from Kajabi.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Kajabi and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SiteRequired
- AssessmentRequired
Try ItTriggerInstant- SiteRequired
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- Tag
- SiteRequired
Try ItTriggerInstant
- SiteRequired
- Form
Try ItTriggerInstant- SiteRequired
- Offer
Try ItTriggerInstant- SiteRequired
- Tag
Try ItTriggerInstant- SiteRequired
- Offer
- Member NameRequired
- EmailRequired
- External User IDRequired
- Send Offer Grant Email?
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Practical ways you can use Kajabi and QuickBooks Online
Track payments from Kajabi in QuickBooks Online
Simplify financial tracking by automating payment tracking for purchases from Kajabi. When a new payment is completed in Kajabi, Zapier can automatically create a corresponding record in QuickBooks Online. This eliminates manual data entry errors and ensures accurate revenue tracking.
Business OwnerNotify marketing team of completed assessments
Keep your marketing team informed about engaged leads. When a user completes an assessment in Kajabi, Zapier will trigger an automatic notification (e.g., through Slack or Email). This equips your team to act quickly on potential warm leads or customer inquiries.
Marketing & Marketing OpsLearn how to automate Kajabi on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about Kajabi + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Kajabi and QuickBooks Online
What is required to set up the Kajabi and QuickBooks Online integration?
To set up the integration, you need active accounts in both Kajabi and QuickBooks Online. Additionally, access to an integration platform that supports connectors for both applications is essential. You’ll configure triggers in Kajabi (like new purchase or subscription) and define corresponding actions in QuickBooks Online, such as creating an invoice or a sales receipt.
Can I sync customer data between Kajabi and QuickBooks Online?
Yes, you can sync customer data. When a new customer is added in Kajabi due to a purchase or another trigger event, this can automatically create or update the customer information in QuickBooks Online.
What types of transactions from Kajabi can be recorded in QuickBooks Online?
Transactions such as purchases, subscriptions, refunds, and cancellations from Kajabi can be recorded as invoices or sales receipts in QuickBooks Online. The specific setup will depend on the triggers you configure.
Are there limitations on what data can be transferred from Kajabi to QuickBooks Online?
While most transactional data like orders and customer information can be transferred, some deeper analytics or content-specific details may not sync directly through this integration. It’s recommended to focus on financial records for best results.
How often does the data sync between Kajabi and QuickBooks Online?
The syncing frequency depends on how you configure your triggers and actions. You can set it to real-time whenever an event occurs in Kajabi or schedule it at regular intervals depending on your needs.
Can we customize what information gets transferred during the integration between Kajabi and QuickBooks Online?
Absolutely! The integration allows flexibility with which specific data fields are mapped between systems. Whether it’s just basic contact details or in-depth transaction specifics, customization ensures only relevant information is transferred.
Is it possible to handle refunds issued in Kajabi automatically within QuickBooks Online?
Yes, if a refund is processed in Kajabi, you can set up an action in QuickBooks Online to either update the existing transaction or create a refund record automatically using this integration.
