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Experienced Member

Auto-invoicing with Zapier without manual intervention - possible?

Hello everyone!

 

My question is twofold:

 

1. Zapier: I'd like to set up a zap to create invoices for new records (reservations) added to my Airtable base (similar to google sheets). Having attempted this with another accounting software, I know it's atypical to have the ability to auto-send invoices to customers once they are created in the software (via zap) without manual intervention.

I'd like to not have to log in to "approve" an invoice. Is this feasible with Quickbooks?

 

2. Account type: If it is, can I establish this workflow with a QB Self-Employed account or do I need to convert to a more traditional QB account? if so, which?

 

Appreciate any guidance on this!

3 Comments
QuickBooks Team

Re: Auto-invoicing with Zapier without manual intervention - possible?

Thank you for dropping by here in the Community, Niramaya.

 

I have some insight into this matter that I'm sure you'll find helpful. Please allow me to assist you with any questions you may have about creating invoices.

 

If you send out invoices on a regular basis, you have the ability to schedule recurring invoices automatically in QuickBooks Online. However, this feature is only available in the QuickBooks Online Essentials and Plus version.

 

For additional insight into invoices, such as making it recurring, I'm including the links that I recommend:

 

I also recommend checking with your third-party program support, to verify if auto-sending an invoice is possible.

 

Please be sure to reach out to me if you need additional guidance concerning your invoices. The Community will be on a lookout for your response.

Experienced Member

Re: Auto-invoicing with Zapier without manual intervention - possible?

Thanks for the prompt response. Unfortunately, that's not quite what I'm looking to do. I have no need to be setting up reoccurring invoicing for these individuals - they are one-time invoices and I need them to be automatically triggered through a zap.

QuickBooks Team

Re: Auto-invoicing with Zapier without manual intervention - possible?

Hey there, @Niramaya.

 

Let me route you to the correct support to address your concern as soon as possible.

 

Currently, auto-invoicing isn't possible in QuickBooks. But since you're using Zapier, which is a third-party app, it has a separate setting when it comes to invoicing.

 

I recommend contacting their customer support. This way, they can check their settings and help you to automatically trigger your invoices.

 

Please let me know if you have other QuickBooks concerns.