Deliver a clean weekly reconciliation report in under 5 minutes every Monday instead of 3 hours of manual work — freeing your accountant for higher-value tasks.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set Make to run every Monday at 7 AM and pull all QuickBooks Online invoices from the past 7 days.
Step 2: Pull all payments received in the same period from QuickBooks Online's Payments endpoint.
Step 3: Use Make's data aggregator to join invoices and payments by customer name and amount.
Step 4: Write matched and unmatched rows to separate tabs in a Google Sheet with color-coded status columns.
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See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
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