1.Captures invoice fields
Integrate QuickBooks Online and accounting tools to capture invoice fields, and map them into variables for reuse across the automation.
Create authorised sales invoice from updated invoice record
Automatically monitor new invoice creation in QuickBooks Online across QuickBooks Online, Xero, Zapier Tables, and Slack. Create and update when authorised invoices need to be raised, mappings need to be recorded, or finance needs a heads up—so you can authorize sales invoices, log references, and alert finance without manual reconciliation work.
How this automation authorizes your sales invoices
When new client invoices arrive without consistent authorization, AR reconciliation gets delayed and invoice references drift. This automation captures invoice fields, authorizes sales invoices in Xero, records mappings in Zapier Tables, and notifies finance—so your team can keep AR accurate.
QuickBooks Onlineor swap with your favorite app
2.Filters qualifying invoices
Integrate Filter by Zapier and invoice automation rules to continue only for invoices that match configured client codes and prefixes.
Filter by Zapieror swap with your favorite app
3.Maps currency to branding
Integrate Formatter by Zapier and reporting rules to lookup a branding template by currency code with a default fallback.
Formatter by Zapieror swap with your favorite app
4.Branches by tax treatment
Integrate Paths by Zapier and tax rules to choose the right account code and set invoice attributes before creation.
Paths by Zapieror swap with your favorite app
5.Creates authorised sales invoice
Integrate Xero and invoice processing tools to create a sales invoice and set status to authorised and sendToContact to true.
Xeroor swap with your favorite app
6.Records invoice mappings
Integrate Zapier Tables and database tools to create a record linking source invoice data to the new authorised invoice.
Zapier Tablesor swap with your favorite app
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