How to connect MOHID Zapier App with QuickBooks Online

This guide outlines the process of integrating the MOHID system with Zapier to automate data synchronization with other applications. By connecting MOHID to Zapier, you can automatically send data, such as donors, donation transactions, and financial transactions, to platforms like QuickBooks Online, Salesforce, Google Sheets, and more.

What is Zapier?

Zapier is a web-based automation tool that connects different applications to create automated workflows, called "Zaps." A Zap consists of a Trigger and one or more Actions.

· Trigger: An event that initiates a Zap (e.g., "A new donation is added in MOHID").

· Action: The event that a Zap performs after the trigger occurs (e.g., "Create a new row in Google Sheets").

Step-by-Step Integration Guide

Step 1: Subscribe to the MOHID Zapier App:

Log in to your MOHID system.
Navigate to the add-on screen.
Enable the toggle for "Click to add Zapier."
Click the "Checkout" button.
Provide the required details to complete the subscription.

Once your subscription is complete, MOHID will begin preparing your data for integration.

Only records created or updated after subscribing to the MOHID Zapier App will be sent to Zapier.

Step 2: Accept the Zapier App Invitation:

· Check the email address registered with your MOHID account.

· You will receive an invitation to connect with the MOHID App on Zapier. You must accept this invitation to use the MOHID app on Zapier.

Below Zaps must be created to sync data from MOHID to QBO:

New Financials Zap - QuickBooks Online
Update Financials Zap - QuickBooks Online
Update Donors Zap - QuickBooks Online

Create New Financials Zap - QuickBooks Online

Below steps demonstrate how to automate the creation of different transaction types in QBO (Sales Receipt, Deposit, Bill, Check) based on the New Financials trigger from MOHID App.

Step 1: Create a New Zap

Go to Zapier and create a free account if you don’t have one.
Navigate to the "Zaps" section.
Click "Create Zap".

Step 2: Set the Trigger

In the "Trigger" section, search and select MOHID App.

Choose the event New Financials.
Authenticate using your Masjid Key (found under MOHID > Settings > General Information).

Proceed through the test step to load sample data.
Zapier will now try to fetch new financials data.
Only the financial created after Zapier was enabled will appear here.
If no new financials exist, you can skip the test.
Sample data will still be shown for mapping in the next step.

Step 3: Add Paths to Split Workflows

Add a Paths action to split the workflow into two branches:

Path A: For "Sales Receipt" transactions.
Path B: For other transaction types (Deposit, Bill, Check).

Step 4: Path A- Sales Receipt

Add a Path Condition:

Set the rule: Transaction Type (from MOHID App) exactly matches the text Sales Receipt

Find Credit Account in QBO:

For Action Event, select Find Account.
Select QuickBooks Online as the action app and connect your QBO account.
For field Account Name, select "New Financials in MOHID App" > Select Credit Account Name.
Make sure to test the step.
Rename the action to "Find Credeit Account for Product in QBO"

Find Product in QBO:

Select QuickBooks Online as the action app.

Choose Find Product.
Connect QuickBooks Online account with Zapier and reuse this connected account in next steps.
Search by Module Transaction Category from MOHID App.
Enable Create Product if it doesn’t exist.
Set Type as Service
Mark "Is Taxable" False
Set Income account as Sales

Find Customer in QBO:

Click on +Sign to add Action:

Select QuickBooks Online as the Action App.
Choose Find Customer.
Search by First name and last name from MOHID App.
Enable QuickBooks Online Customer if it doesn’t exist.
Map the relevant field
For field Full Name, select First name and Last Name from Mohid
For field Display Name, select First name and Last name from Mohid

Create Sales Receipt in QBO:

Select QuickBooks Online as the action app.
Choose Create Sales Receipt.
Connect your QBO account
Click continue
For Customer field, click on three dots
Select custom
Select Find Customer in QuickBooks Online
Select ID
For field "Find Customer by name/email"
Select Find customer in QuickBooks Online
Select Fully Qualified Name
For Email, click on Find customer in QuickBooks Online
Select Primary Email Addr Address
For field Line Amount, click on New Financials in Mohid app
Select amount
For field line description, click on New Financials in Mohid app
Select credit memo
For field Product/Service, click on three dots
Select custom, click on Find Product in QuickBooks online
Select ID
Mark False "Autogenerate sales receipt"
For field Transaction date, click on New Financials in Mohid App
Select Transaction date
For field Sales receipt number, click on New Financials in Mohid app
Select Reference Number

Map relevant fields (e.g., amount, transaction date, reference number).

Step 5: Path B- All Other Transaction Types (Deposit, Bill, Check)

Add a Path Condition:

Set the rule: Transaction Type (from MOHID App) does not contain text Sales Receipt

Find Debit and Credit Accounts in QBO Make sure all the Bank account(s) and Chart of Accounts from Mohid are created in QBO, the names and spellings MUST be same in both the systems.

Debit Account: For Action event select Find Account.
Connect your QuickBooks online account
Click continue
For field Account name, select "New Financials in MOHID App" > Select Debit Account name.
Rename the Action to "Find Debit Account in QBO"

Click on the + sign to add Action
Select QuickBooks Online as the app

Credit Account: For Action event select Find Account.
Connect your QuickBooks online account
Click continue
For field Account Name, select "New Financials in MOHID App" > Select Credit Account Name.
Rename the Action to "Find Credit Account in QBO"

Step 6: Add Another Path Split to handle Deposit, Bill, and Check:

Deposit:

Set the rule: Transaction Type (from MOHID App) exactly matches the text Deposit
Click Continue button
Now we will provide information for Action

Action Event: Create Deposit in QuickBooks Online.
Click Continue
For Deposit to Account > Click on 3 dots > Select Custom
Click on Find Debit Account > Select ID
Map Transaction Date from Mohid App
Under Line Items, map Amount field to Amount from Mohid App

Map Account ID, click on 3 dots > Select Custom > Expand Find Credit Account > Select ID
Map Description to Credit Memo (from MOHID App)
Click on Continue

Bill:

Set the rule: set field to Transaction Type (from MOHID App) exactly matches the text Bill
Click Continue button
Now we will provide information for Action for QuickBooks Online

Set Action Event: Find Vendor and provide remaining information to sync with your QBO account
Click Continue Button
For field Name, search by Vendor Display As (from MOHID App).
Enable "Create QuickBooks Online Vendor if it doesn't exist yet?"
Map the fields of Vendor record to fields from Mohid App
Click Continue
Test the step to ensure it is correctly mapped.

Click on + sign to add action for QBO
Select Action Event : Create Bill (Account Based).
Provide QBO account information to sync
Click on Continue button
For Vendor field, click on 3 dots > Click on Custom > Expand "Find Vendor from QBO"> Select ID.

Map relevant fields: Transaction Date to Transaction Date from MOHID App, Bill Number to Reference Number from Mohid App, Amount to Amount from Mohid App.
Map Account field > click on 3 dots > Click on Custom > Expand "Find Debit Account" > Select ID.

Map AP Account field > Click on 3 dots > Click on Custom > Expand "Find Credit Account", Select ID.

Test this step to ensure it is mapped correctly.

Check:

Set the rule: The field Transaction Type condition: exactly matches the text Check

For Action Event: Find Vendor
Provide QBO information to connect Zap
Click Continue button
For Name field, select Vendor Display As from Mohid App
Enable "Create Quickbooks Online Vendor if it doesn't exist yet?"
Map the fields.
Click Continue button
Complete the test step to ensure it is correctly setup.

Click on + icon to add an action
Select Action Event: Create Expense.
Provide QBO information to connect with Zap.
For Payee Type, select Vendor (Static Value)
For Vendor field, click on 3 dots > Select Custom > Expand "Find Vendor in Quickbooks Online" > Select ID

Select Check as the Payment Type.
Map Bank/Credit Account field > Click on 3 dots > Select Custom > Find Credit Account > Select ID.

Map Payment Date to Transaction Date from Mohid App, Reference Number to Reference Number from Mohid App, Description to Debit memo from Mohid App,Amount to Amount from Mohid App.

Map Account field > Click on 3 dots > Select Custom > Expand Find Debit Account > Select ID.
Click on Continue button.
Test the step.

Step 7: Test and Publish

Test each path to ensure data flows correctly.
Publish the Zap to activate the automation.

Update Financial Zap– QuickBooks Online Integration

Below steps demonstrate how to handle updated financial transactions in MOHID App and sync them with QuickBooks Online (QBO). It covers how to create a refund receipt in QBO when a Sales Receipt transaction is updated to "Refunded" status in MOHID.

Step 1: Set Up the Trigger

Create a new Zap in Zapier.

Select MOHID App as the trigger app.

Choose the "Update Financial" event.

Authenticate using your Masjid Key (found in MOHID > Settings > General Information).

Test the trigger to load sample financial data.

Step 2: Add Path Condition for Sales Receipts

Add a Path Condition:

Set the rule:
"Only continue if" → Transaction Type (from MOHID App) exactly matches the text Sales Receipt.

(This ensures the workflow only runs for Sales Receipt updates.)

Click Continue

Step 3: Find Product in QBO

Add Action: Find Product (QuickBooks Online).
Click Continue

Search by: module transaction category (from MOHID App).
Enable: "Create QuickBooks Online Product if it doesn’t exist".

Choose Type: Service.
Choose Income Account: Sales.
Click Continue

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Step 4: Find Customer in QBO

Add Action: Find Customer (QuickBooks Online).
Click Continue

Search Field: Name (called "Display name as" in QuickBooks)
Search Value: First name and last name from MOHID App.
Enable Create QuickBooks Online Customer if it doesn’t exist and map the relevant fields such as Full Name and Display Name.

Step 5: Find Sales Receipt in QBO

Add Action: Find Sales Receipt (QuickBooks Online).
Click Continue

Search by: Sales Receipt Number.
Map: reference number (from MOHID App) to Sales Receipt Number.
Enable: "Create Sales Receipt if it doesn’t exist".
For Customer field: Click on three dots and choose custom
Select ID under Find Customer QBO
Under Line Items, map Line Amount field to Amount from Mohid App

(Note: The Create Sales Receipt action is also available in Example 1)

Step 6: Filter for "Refunded" Status

Add Action: Filter by Zapier.

Condition:

"Only continue if" → status (from MOHID App) exactly matches the text Refunded.
Click Continue

Step 7: Find Debit Account in QBO

Add Action: Find Account (QuickBooks Online).
Account Name: Debit Account name (from MOHID App).
Click Continue

Step 8: Create Refund Receipt in QBO

Add Action: Create Refund Receipt (QuickBooks Online).
Refund From: Click on three dots and select custom
Select account ID From Find Account

Customer: Click on three dots and choose custom
Use the customer id from the "Find Sales Receipt" step.

Refund Receipt Date: Map transaction date (from MOHID App).
Refund Receipt Number: Map reference number (from MOHID App).
Line Items:
Product/Service: Click on three dots and choose custom
Select the product id from "Find Product in QuickBooks Online"
Amount: Map amount (from MOHID App).
Description: Map credit memo (from MOHID App).

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Step 9: Test and Publish

Test each step to verify data flows correctly.
Publish the Zap to activate the automation.

Update Donor Zap - QuickBooks Online

Below steps show how to update donor details in QBO when a donor's information changes in MOHID App.

Step 1: Set Up the Trigger

Create a new Zap in Zapier.

Select MOHID App as the trigger app.

Choose the Update Donor event.

Authenticate MOHID App using your Masjid Key.

Test the trigger to load sample donor data.

Step 2: Find and Update Customer in QBO

Find Customer in QBO:

Select QuickBooks Online as the action app.

Choose Find Customer and click Continue
Search by First name and last name from MOHID App.
Enable Create Customer if it doesn’t exist and map the relevant fields.

Filter Condition:

Add a filter: Only continue if (Find Customer) Zap Data was found.
(Text) Exactly matches
Enter the text "true"

Update Customer in QBO:

Select QuickBooks Online as the action app.
Choose Update Customer.
Click on three dots and choose custom
Use the Customer ID from the "Find Customer"
Map updated fields (e.g., phone, email, address).

Step 3: Test and Publish

Test the Zap to verify donor updates sync correctly.
Publish the Zap to activate the automation.

Trigger Fields

New Financials / Update Financial

Field Name	Description
ID	Financial transaction ID
Reference Number	Reference number (e.g., SR-000123, DP-000321)
Transaction Type	Type of transaction (e.g., Sales Receipt, Deposit)
Payment Method	Transaction payment method (e.g., Cash, Credit/Debit Card, eCheck/ACH)
Module Category Name	Transaction category (e.g., Masjid Construction, Donation)
Donor ID	Donor ID
First Name	Donor first name
Last Name	Donor last name
Phone	Donor phone number
Email	Donor email address
Address 1	Donor address 1
Address 2	Donor address 2
Country	Donor country name
State	Donor state name
City	Donor city name
Zipcode	Donor zipcode
Vendor Display As	Vendor Name
Credit Memo	Description for credit memo
Debit Memo	Description for debit memo
Credit Account Name	Name of the credit account
Debit Account Name	Name of the debit account
Credit Account Subtype	Subtype of the credit account
Debit Account Subtype	Subtype of the debit account
Credit Account Head	Account head for credit
Debit Account Head	Account head for debit
Credit Account Type	Account type for credit
Debit Account Type	Account type for debit
Amount	Transaction amount
Status	Status of transaction
Transaction Date	Date of transaction

Update Donor

Field Name	Description
Donor ID	Donor ID
First Name	First name
Last Name	Last name
Email	Email address
Phone	Phone number
Address 1	Street address line 1
Address 2	Street address line 2
Country	Country
State	State
City	City
Zipcode	Zipcode
Donor Type	Donor classification (e.g., Online, Inperson)
Status	Status (e.g., Active)
Registration Date	Donor registration date

Notes

You will only receive data in Zapier for records that are created after you subscribe to the MOHID App addon. Data added before will not be sent.
Make sure to publish the Zap only after thoroughly testing it and correctly mapping the fields in the action apps. If not configured properly, data may be lost from the time the trigger fires until the issue is resolved.
Make sure that all bank account names in MOHID match exactly with those in QuickBooks Online.

Make sure Undeposited Funds account name in MOHID matches exactly with the name in QuickBooks Online.

Make sure Accounts Payables account name in MOHID matches exactly with the name in QuickBooks Online.

Make sure that all expense account names in MOHID match exactly with those in QuickBooks Online.