Create QuickBooks invoice from new Shift4Shop orders

Convert Venmo statement CSV file to QuickBooks CSV import

Say goodbye to manual Venmo-to-QuickBooks formatting! This automated workflow transforms raw Venmo CSV exports into QuickBooks-ready files and backs them up seamlessly to Google Drive or Dropbox. ⚙️ What This Workflow Does: 📤 1. Accepts a Venmo CSV Upload — Triggers on form submission to upload a .csv Venmo transaction file. 📂 2. Extracts Raw CSV Data — Reads the uploaded file and prepares it for processing. 🛠️ 3. Generates a Smart File Name — Dynamically names the output file using the transact

Create a sales receipt in QuickBooks from customer details in a Google Sheets spreadsheet.

Every time a customer's details are added to a Google Sheet, Make retrieves the info and creates a sales receipt in QuickBooks. If its a new customer, the customer is first added to QuickBooks and then a receipt is created. The template uses this [example spreadsheet.](https://docs.google.com/spreadsheets/d/1Ie8njl21Ob0cyugwb4qg_HIX53qsJAeph2vrLxvq9ww/edit#gid=0/xxx)

Create new QuickBooks invoices in FreshBooks

Every time a new invoice is created in QuickBooks, Make will automatically create the same invoice in FreshBooks.

Create QuickBooks contacts and sales receipts from 1CRM sales orders

Every time a new sales order is created on 1CRM, Make will automatically create a new customer in QuickBooks if that customer does not exist. After that it will create a new sales receipt in QuickBooks and add the customer's details to it. If the customer already exists in QuickBooks it will use their details for the sales receipt.

AI-powered invoice reminder & payment tracker for finance & accounting

Streamline invoice management with this automated n8n workflow. Triggered daily at 9 AM, it fetches pending invoices, filters overdue ones, uses AI to generate personalized reminders, and sends them to clients. It also tracks payments via webhooks, updates statuses, and provides daily summaries to the finance team, ensuring efficient cash flow oversight. Key Features - Daily checks at 9 AM ensure timely invoice tracking. - AI generates personalized reminders and payment confirmations.

Create a QuickBooks customer from a WooCommerce order

Every time a new WooCommerce order is placed, Make will automatically create a QuickBooks customer (provided it doesn't already exist).

Get Google SERP position for new Airtable records

Every time a new record is created in Airtable, this template will use the DataForSEO API, and instantly pull the Google SERP Position for the Keyword and Target indicated in the record. Your table is expected to have these columns: Keyword, Location, Language, Target, and Position.

Delete Mailerlite subscribers whose email addresses are the same as those of new Podio items

Every time a new item is added to a watched app in Podio, Make will check if there are any Mailerlite subscribers who have the same email address as the newly added Podio item. Any Mailerlite subscribers with an identical email address will be deleted.