Log your completed work in a Coda (a flexible doc and spreadsheet tool) table, and Make watches for new completed entries to instantly push invoice data into QuickBooks Online. Your team can log work in plain language, and the billing happens in the background without anyone touching QuickBooks.
Create a Coda table with columns for team member, client, service description, hours, rate, and a 'Ready to Invoice' checkbox
Connect Coda to Make using the Coda API key found in your Coda account settings
Connect QuickBooks Online to Make
Set the Make trigger to fire when a row's 'Ready to Invoice' checkbox is checked
Map Coda row data to QuickBooks invoice fields and set the client lookup to match by name
Add a final step in Make to update the Coda row with 'Invoiced' status so your team knows it's done
Create a free account to get the steps written out for your tools, click by click.
Create a free accountReduce invoice delays and get your billing person out of manual data entry faster.
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