When a client fills out a job completion form in Cognito Forms, n8n (a workflow automation tool) picks up the data and builds a QuickBooks Online invoice right away. No copy-pasting, no missed billable items.
Build a job completion form in Cognito Forms with fields for client name, services performed, and amounts
Connect Cognito Forms to n8n using the webhook (webhook means a real-time data handoff between apps) trigger
Add a QuickBooks Online node in n8n to create a new invoice
Map each form field to the matching invoice field in QuickBooks Online
Add an email notification step so your client gets the invoice the moment the form submits
Test with a sample form submission and confirm the invoice appears correctly
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCreate invoices in a fraction of the time and cut down on billing errors.
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