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.
Log into Make and create a new scenario (a workflow that runs automatically)
Set your source tool (like Coda or a spreadsheet) as the trigger and choose 'New Row Added'
Connect QuickBooks Online and choose the action — 'Create Invoice' or 'Create Payment'
Map fields from your source (client name, amount, date) to the matching QuickBooks fields
Add a filter so only rows marked 'paid' or 'approved' trigger the automation
Run a test and confirm the entry appears correctly in QuickBooks
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time on manual bookkeeping and send invoices with fewer errors.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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