Record paid invoices in QuickBooks

Setup steps

1. Map ClientNest365 clients to QuickBooks customers (one-time setup, by client.email).
2. In Make / Zapier: webhook trigger, then 'QuickBooks Find Customer' step using client.email.
3. Add 'QuickBooks Create Invoice' step with the line items from the payload.
4. Add 'QuickBooks Receive Payment' step to mark it paid.
5. In ClientNest365: subscribe a new webhook to invoice.paid.

Payload fields you'll use

• invoice.number
• invoice.line_items
• invoice.total_cents
• invoice.currency
• invoice.paid_at
• client.email

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the invoice.paid event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.