Generate invoices for customers with Jotform and QuickBooks

by AppUnits AI ✓ · 113 views · created 2025-10-14 · Invoice Processing

What this workflow does

This workflow has 11 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects QuickBooks Online.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

1. Format data (Code): runs custom JavaScript code
2. Check if the customer exists (QuickBooks Online): get many
3. If: checks a condition and branches into true / false
4. Update the customer (QuickBooks Online): update
5. Create the customer (QuickBooks Online): create
6. Add customer id (Code): runs custom JavaScript code
7. Get the product (QuickBooks Online): get many (item)
8. Add item id (Code): runs custom JavaScript code
9. Create the invoice (QuickBooks Online): create (invoice)
10. Send the invoice (QuickBooks Online): send (invoice)

Services it uses

QuickBooks Online

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Nodes used (4)

• Webhookn8n-nodes-base.webhook
• Ifn8n-nodes-base.if
• QuickBooks Onlinen8n-nodes-base.quickbooks
• Coden8n-nodes-base.code

From the author

Generate Invoices for Customers with Jotform and QuickBooks This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by…

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