Every Monday morning, Make pulls all payments received and open invoices from QuickBooks Online, compares them side by side, and writes a formatted reconciliation report into Google Sheets. Your project accountant reviews one clean spreadsheet instead of pulling reports manually from two places.
Set Make to run every Monday at 7 AM and pull all QuickBooks Online invoices from the past 7 days.
Pull all payments received in the same period from QuickBooks Online's Payments endpoint.
Use Make's data aggregator to join invoices and payments by customer name and amount.
Write matched and unmatched rows to separate tabs in a Google Sheet with color-coded status columns.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountDeliver a clean weekly reconciliation report every Monday in minutes instead of hours of manual work — freeing your accountant for higher-value tasks.
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