Save 4 hours/week on manual invoicing and get invoices out same-day instead of days later.
~4 hrs
Saved / wk
Easy
Setup
No AI
AI
When you complete a task in Todoist, this workflow triggers QuickBooks Online to create and send an invoice automatically. You stop switching between apps and chasing down billing after every job.
~4 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect Todoist to Make (Make is a workflow automation tool that links your apps)
Step 2: Set the trigger to fire when a Todoist task moves to 'Completed'
Step 3: Add a QuickBooks Online action to create a new invoice
Step 4: Map the task name, project, and due date to the invoice line items and client fields
Step 5: Turn on the automation and test it with one completed task
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