How to Send MailPoet Data to QuickBooks Online

QuickBooks Online is an accounting platform for managing finances. MailPoet manages a subscriber joins a list or a newsletter form is submitted, but sending that data to external platforms needs an integration. AFI bridges that gap to QuickBooks Online.

Why not just use Zapier?

For connecting MailPoet to accounting, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with MailPoet installed and configured.
• A QuickBooks Online account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect QuickBooks Online to AFI

QuickBooks Online uses OAuth 2.0 for authentication. In AFI → Settings → QuickBooks Online, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it MailPoet to QuickBooks Online.

2. Pick your trigger

Select MailPoet as the form provider. AFI fires when a subscriber joins a list or a newsletter form is submitted, giving you access to subscriber name, email, list ID, and subscription status.

3. Select QuickBooks Online as the destination

Choose QuickBooks Online from the platform dropdown and pick Create Customer. This creates a customer in QuickBooks Online.

4. Map fields

Match each QuickBooks Online field on the left to the corresponding MailPoet field on the right. Common mappings include subscriber name, email, list ID, and subscription status. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in MailPoet. Check QuickBooks Online to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to QuickBooks Online with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which MailPoet events trigger the integration?

AFI fires when a subscriber joins a list or a newsletter form is submitted. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect MailPoet to QuickBooks Online in minutes.