Automate QuickBooks Invoice Creation from New Onfleet Tasks
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Automatically generate QuickBooks Online invoices the moment new tasks are created in Onfleet. This workflow streamlines your billing process, ensuring timely and accurate invoicing for every delivery or service task. Eliminate manual data entry and keep your finances effortlessly up-to-date.
About This Workflow
This powerful n8n workflow connects your Onfleet task management directly with your QuickBooks Online accounting system. Designed for businesses that rely on Onfleet for deliveries, field services, or task dispatch, it automates the critical step of invoicing. Every time a new task is created within Onfleet, this automation instantly triggers the creation of a corresponding invoice in QuickBooks Online. This not only saves significant administrative time but also drastically reduces errors associated with manual data entry. Ensure that your billing is always current, improve cash flow, and free up your team to focus on core operations rather than repetitive financial tasks. Set up once, and enjoy seamless, automatic invoice generation.
Key Features
- Instant Invoice Generation: Automatically creates an invoice in QuickBooks Online upon new Onfleet task creation.
- Seamless Data Synchronization: Connects your operational data from Onfleet with your financial records in QuickBooks.
- Reduced Manual Effort: Eliminates the need for manual invoice creation, saving time and preventing errors.
- Improved Cash Flow: Ensures timely billing for services rendered or deliveries made.
- Enhanced Operational Efficiency: Streamlines financial operations alongside task management.
How To Use
- Onfleet Trigger Node:
- Drag and drop the 'Onfleet Trigger' node onto your canvas.
- In the node settings, select
taskCreatedfrom the 'Trigger On' dropdown to listen for new task creations. - Connect your Onfleet account credentials to the node.
- QuickBooks Online Node:
- Drag and drop the 'QuickBooks Online' node onto your canvas and connect it to the 'Onfleet Trigger' node.
- Set the 'Resource' field to
Invoiceand the 'Operation' field toCreate. - Connect your QuickBooks Online account credentials to the node.
- Map relevant data from the Onfleet task (e.g., customer name, service description, amount, task date) to the corresponding fields within the QuickBooks Invoice parameters using expressions (e.g.,
{{ $json.customer.name }},{{ $json.notes }},{{ $json.amount }}). You'll want to populate fields likeCustomerRef,Lineitems (description, quantity, rate),TxnDate, andBillEmailas needed.
Apps Used
Workflow JSON
{
"id": "2724130d-5e07-4748-a2d8-7940c5765fa4",
"name": "Automate QuickBooks Invoice Creation from New Onfleet Tasks",
"nodes": 17,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 2724130d-5e07...
About the Author
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