Please refer below help document to integrate MOHID App with Zapier.


QuickBooks Online Integration (Using New Donations Trigger)

We will show you how to connect MOHID Zapier App with QuickBooks Online using the Donations trigger. This allows you to automatically record each new donation as a Sales Receipt in QuickBooks, including product and customer details.

This integration includes three actions after the trigger:

Step 1: Trigger – Donations (from MOHID App)

  1. Set up the Trigger exactly like we did earlier, but this time choose the “New Donations” event.
  2. Authenticate using your Masjid Key.
  3. Proceed through the test step to load sample donation data.

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Step 2: Action 1 – Find Product in QuickBooks

1.     Under the Action step, select QuickBooks Online as the app.
2.     Choose Find Product as the event.
3.     Connect your QuickBooks account.
4.     Set it to search by the donation category name.

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Step 3: Action 2 – Find Customer in QuickBooks

  1. Add another Action and again select QuickBooks Online.
  2. Choose Find Customer as the event.
  3. Connect your QuickBooks account.
  4. Set it to search using donor email or full name.
  5. Enable “Create Customer if it doesn’t exist yet”.
  6. Map donor fields like Name, Email, Phone, and Address from the trigger data.

 [Find Customer Step] Add another Action and again select QuickBooks Online.

  1. Choose Find Customer as the event.
  2. Connect your QuickBooks account.
  3. Set it to search using donor email or full name.
  4. Enable “Create Customer if it doesn’t exist yet”.
  5. Map donor fields like Name, Email, Phone, and Address from the trigger data.

 [Find Customer Step]

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Step 4: Action 3 – Create Sales Receipt in QuickBooks

  1. Add a third Action step with QuickBooks Online.
  2. Choose Create Sales Receipt as the event.
  3. Use the Customer ID from action 2 and the Product ID from action 1.
  4. Map relevant fields.

[Create Sales Receipt Step]

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Final Step: Publish the Zap

Once all actions are tested and working, click “Publish”.

Now, whenever a donation is created in MOHID Zapier App, it will:

  • Check if the product (donation category) exists or create it
  • Check if the donor exists as a QuickBooks customer or create them
  • Automatically record the donation as a sales receipt in QuickBooks

[Final Test & Publish]

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Update Donation in QuickBooks Online

This explains how to update an existing donation record in QuickBooks Online when a donation is updated in My MOHID. This is useful when status change after a donation is recorded.

Step 1: Trigger – Update Donation (from My MOHID)

  • Set the trigger app as My MOHID.
  • Choose the Update Donation event.
  • Authenticate using your Masjid Key.
  • Proceed through the test step to load sample updated donation data.

Step 2: Action 1 – Find Sales Receipt in QuickBooks

  • App: QuickBooks Online
  • Event: Find Sales Receipt
  • Lookup by Receipt Number (from MOHID) or a combination of Donor Email + Date (if Receipt Number isn’t used in QuickBooks).
  • This step fetches the existing Sales Receipt entry to be updated.
  • Enable the option: Create Sales Receipt if it doesn’t exist (optional).

Step 3: Action 2 – Update Sales Receipt in QuickBooks

  • App: QuickBooks Online
  • Event: Update Sales Receipt
  • Use the Sales Receipt ID from the previous step.
  • Map updated fields.

Step 4: Publish the Zap

Once all steps are tested:

  • Click Publish Zap.
  • Now, whenever a donation is updated in My MOHID, the matching Sales Receipt in QuickBooks Online will also be updated with the latest data.

All Triggers and Their Fields:

Below is a reference list of all supported trigger events for the MOHID Zapier App, including the data fields associated with each. This guide will help you understand what information is sent from MOHID when a trigger fires, allowing you to effectively map these fields to your destination apps (such as Google Sheets, QuickBooks, Salesforce, etc.).

 

🟢Trigger: New Donor/Update Donor

These triggers send donor details when a donor is created or updated in your MOHID system.

Fields:

·        id

·        first_name

·        last_name

·        email

·        phone

·        address1

·        address2

·        country

·        state

·        city

·        zipcode

·        donor_type

·        status

·        registration_date


🟠Trigger: New Donation / Update Donation

These triggers are fired when a donation is created or updated in your MOHID system.

Fields:

·        id

·        reference_number

·        first_name

·        last_name

·        email

·        phone

·        address1

·        address2

·        country

·        state

·        city_name

·        zipcode

·        category

·        amount

·        payment_type

·        payment_method

·        source

·        cc_no

·        memo

·        status

·        donation_date


🔵Trigger: New Financial/Update Financial

These triggers occur when a financial record is created or updated in your MOHID system.

Fields:

·        id

·        reference_number

·        transaction_type

·        module_transaction_category

·        name

·        first_name

·        last_name

·        phone

·        email

·        address1

·        address2

·        country

·        state

·        city

·        zipcode

·        credit_memo

·        debit_memo

·        credit_account_name

·        debit_account_name

·        credit_account_mapping

·        debit_account_mapping

·        credit_account_subtype

·        debit_account_subtype

·        credit_account_head

·        debit_account_head

·        credit_account_type

·        debit_account_type

·        amount

·        status

·        transaction_date


Important Points:

  • Account Mapping: Bank account names in the MOHID must precisely match those in QuickBooks Online to prevent synchronization errors.
  • Data Sync: Only records created after subscribing to the MOHID Zapier App add-on will be sent to Zapier.
  • Publishing Zaps: Test Zaps thoroughly and map fields correctly before publishing to avoid data loss.