Use Cases
- Automatically generate and store invoices from QuickBooks transactions.
- Streamline document management by saving PDFs directly to Google Drive.
- Reduce manual data entry and errors in invoice generation.
How It Works
Trigger the workflow with an incoming webhook from QuickBooks. Fetch transaction data using an HTTP request to QuickBooks. Generate a PDF invoice from the fetched transaction data. Send the generated PDF to Google Drive for storage.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook URL in QuickBooks to trigger the workflow.
- 3Set up authentication for QuickBooks and Google Drive connections.
- 4Test the workflow to ensure data is fetched and stored correctly.
Apps Used
QuickBooks
Google Drive
Categories
Target Roles
Industries
Tags
#document automation
#pdf automation
#cloud file sync