Save 4 hours/week on manual bookkeeping and reduce billing errors by 90%.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
Every time a new deal or payment is recorded in your CRM or spreadsheet tool, Make automatically creates the matching entry in QuickBooks Online. You stop re-entering invoice amounts, client names, and payment dates by hand. Your books stay current without extra work.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Log into Make and create a new scenario (a workflow that runs automatically)
Step 2: Set your source tool (like Coda or a spreadsheet) as the trigger and choose 'New Row Added'
Step 3: Connect QuickBooks Online and choose the action — 'Create Invoice' or 'Create Payment'
Step 4: Map fields from your source (client name, amount, date) to the matching QuickBooks fields
Step 5: Add a filter so only rows marked 'paid' or 'approved' trigger the automation
Step 6: Run a test and confirm the entry appears correctly in QuickBooks
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