QuickBooks Automation Using Make.com

Замовник: AI | Опубліковано: 13.02.2026

I want my QuickBooks Online account to run on autopilot through Make.com scenarios. Each week the following must happen without manual effort: • Invoicing – pull new billable items from our CRM, generate and send branded invoices from QuickBooks. • Expense tracking – sweep the linked payment gateway, tag incoming charges to the right categories in QuickBooks, and attach any available receipts. • Report generation – compile a summary P&L and cash-flow snapshot, then email the PDF to me and push a copy back to the CRM for the team. The CRM and the payment gateway are already connected to Make.com, so you can focus on mapping data fields, setting filters, and building error-handling in the scenarios. Clear, commented documentation of each module and a quick Loom walkthrough will complete the job.