Generate invoices and send AI-summarized reminders with Jotform and QuickBooks
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 27 nodes and runs when an HTTP GET request hits its webhook URL (plus 1 other trigger). Along the way it connects QuickBooks Online and OpenAI Chat Model.
How it runs
Trigger: When an HTTP GET request hits its webhook URL (plus 1 other trigger).
- Format data (Code): runs custom JavaScript code
- Add reminders config (Edit Fields (Set)): sets or maps fields
- Check if the customer exists (QuickBooks Online): uses QuickBooks Online
- If: checks a condition and branches into true / false
- If: checks a condition and branches into true / false
- Insert invoice id to DB (Data table): uses Data table
- Get Invoices (Data table): uses Data table
- Update the customer (QuickBooks Online): uses QuickBooks Online
- Create the customer (QuickBooks Online): uses QuickBooks Online
- Loop over invoices (Loop Over Items (Split in Batches)): loops over the items in batches
…plus 14 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (12)
- Webhook
n8n-nodes-base.webhook - If
n8n-nodes-base.if - QuickBooks Online
n8n-nodes-base.quickbooks - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - Send Email
n8n-nodes-base.emailSend - Data table
n8n-nodes-base.dataTable - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Switch
n8n-nodes-base.switch - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches
From the author
Generate Invoices and Send Reminders 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, emailing it —…