Verify customers when they are added in QuickBooks

Start compliance from QuickBooks. A new record starts the check, and StackGo holds the result.

QuickBooks publishes 29 trigger events and 33 actions on its public Zapier listing. A trigger that carries the person’s name and email can start a StackGo check.

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How the StackGo and QuickBooks integration works · Watch the video: client ID checks for accounting practices using QuickBooks

What QuickBooks is

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Description supplied by QuickBooks.

The trigger

What starts a check from QuickBooks

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

New Customer

Only Customer display name is required in QuickBooks Online, so add a filter in the Zap for customers that have an email. Talk to us if a different moment suits your process better.

The result

Where the result goes

StackGo emails your team when the check is complete, and the result and full report are in StackGo. Through Zapier, nothing is written onto the QuickBooks record automatically: IdentityCheck sends results by webhook, not as a Zapier trigger. If you need the result on the record, it can be set up from that webhook. Talk to us.

Everything else QuickBooks publishes

QuickBooks’s public integration surface

The rest of what QuickBooks exposes on Zapier, beyond the ones above. A trigger that carries a person’s name and email can start a check. StackGo has no Zapier trigger of its own, so these actions are not run from a StackGo result.

15 more events

New Account
New Bank Transaction
New Bill
Estimate Emailed
New Estimate
New Expense
New Invoice Due
Invoice Emailed
New Invoice
New Bill Payment
New Credit Memo
New Deposit
New Journal Entry
New Paid Invoice
New Product

16 actions

Attach File(s) or Note
Create Bill (Item Based)
Create Bill (Account Based)
Create Bill (Item Based)
Create Deposit
Create Employee
Create Credit Memo
Create Customer
Create Estimate
Create Expense
Create Product/Service
Create Journal Entry
Create Invoice
Create Sales Receipt
Create Payment
Create Purchase Order

Names are QuickBooks’s own, read from its public Zapier listing on 23 October 2026.

Setting it up

Connected through Zapier

Trigger a check when a customer is created.

Set up once · Before your first check

One Zap: New Customer starts Create Verification

A one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.

The Zap: QuickBooks’s New Customer trigger starts IdentityCheck’s Create Verification action, with the client’s first name, last name and email mapped across.

Built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
The trigger names are QuickBooks Online’s own, exactly as they appear in Zapier.

How it runs

From a new customer in QuickBooks Online to a verified client

Your team adds the customer in QuickBooks Online. The Zap emails them a check link, they verify on their phone, and StackGo emails your team the result.

How it runs, in five steps: add the customer in QuickBooks Online; Zapier’s New Customer trigger fires; Create Verification emails the check link; the client verifies on their phone; the result and full report are in StackGo.

Add the customer. In Customer Hub, select New customer, add their name and email, and save.
New Customer. Saving the customer fires Zapier’s New Customer trigger in QuickBooks Online.
Create Verification. The Zap passes the customer’s name and email to StackGo, which emails the check link.
The client verifies. A short form if you ask for one, then ID photo and selfie on their phone.
Result in StackGo. Result and full report in StackGo. The Zap gets the check link back.

Step 1 · Start in QuickBooks Online

Add the customer in QuickBooks Online

In Customer Hub, add the customer with their name and email, and save.

The QuickBooks Online new customer form with the customer’s name and email and the Save button, and the Customers & leads list with the new customer.

The customer’s name carries through to StackGo with their email, so nobody types it twice.
Include their email. Only Customer display name is required in QuickBooks Online, but the check link goes to this email.
Save the new customer. That is the moment New Customer fires.

Step 2 · The client verifies

On the client’s phone, a few minutes, nothing to type

Everything happens on the client’s own phone, from the email StackGo sends.

Four phone screens: the IdentityCheck email, an optional short form, photographing the ID, and taking a selfie.

Open the link. An email from IdentityCheck, sent on behalf of your business.
A few questions (optional). Only if you have set up a form: details, consent or a few questions.
Photograph the ID. Passport, driver licence or national ID card.
Take a selfie. A quick photo to match their face to the ID.

Step 3 · Your team is told

StackGo emails your team when the check is complete

StackGo emails your team the result as soon as the check is complete.

The email StackGo sends your team: the result in the subject line, a View details button, and the PDF report when attachments are turned on.

The result is in the subject line. It goes to the Notification Email set in StackGo, under Account, Notifications.
View details opens the full report in StackGo.
The PDF report can be attached too. Ask us to turn it on.

Step 4 · The full report

The result and the full report in StackGo

The report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

The verification report in StackGo: result Positive, document type, country, number, date of birth, expiry, the ID and selfie images, and a Download PDF button.

Questions

Common questions about QuickBooks

What does QuickBooks integrate with?

StackGo connects to QuickBooks through Zapier, and a check can start from an event like “New Customer”. StackGo emails your team the result, and the full report is held in StackGo.

Does StackGo write the result back to QuickBooks?

Not automatically. Through Zapier, nothing is written onto the QuickBooks record: IdentityCheck sends results by webhook, not as a Zapier trigger. StackGo emails your team when the check is complete, and the result and full report are in StackGo. If you need the result on the record, it can be set up from that webhook.

What does the client have to do?

Open the email from IdentityCheck on their phone, answer a short form if you have set one up, photograph their ID and take a selfie.

How does my team find out the result?

StackGo emails the Notification Email set under Account, Notifications, with the result in the subject line and a link to the full report. The PDF report can be attached if you ask us to turn it on.

Can something other than “New Customer” start a check?

Only Customer display name is required in QuickBooks Online, so add a filter in the Zap for customers that have an email. Talk to us if a different moment suits your process better.