1.Detects new invoice paid event
Integrate QuickBooks Online and accounting workflows to detect new paid invoices and trigger downstream reconciliation updates.
Mark paid invoices, update ledger row, and archive PDFs
Automatically monitor paid invoice events in QuickBooks Online across Google Sheets and Google Drive. Create and update ledger records and archive invoice PDFs when payments postβso you can mark paid status, add file links, and reconcile faster without manual ledger updates.
How this automation archives paid invoices and updates reconciliation
When paid invoice events post, reconciliation stalls and invoice evidence stays scattered. This automation looks up the ledger row and formats dates and uploads PDFs and updates the sheetβso your team can close books faster.
QuickBooks Onlineor swap with your favorite app
2.Looks up matching receivables row
Integrate Google Sheets and spreadsheet lookup tools to find the matching worksheet row and qualify it for updates.
Google Sheetsor swap with your favorite app
3.Formats paid and due dates
Integrate Formatter by Zapier and date formatting tools to convert payment details into month and display dates for naming.
Formatter by Zapieror swap with your favorite app
4.Finds or creates paid month folder
Integrate Google Drive and folder management tools to search for the paid month folder and create it when missing.
Google Driveor swap with your favorite app
5.Uploads or moves invoice PDF
Integrate Google Drive and file storage tools to upload the invoice PDF into the paid month folder and generate a file link.
6.Updates ledger row as paid
Integrate Google Sheets and spreadsheet update tools to mark rows as paid, save the Drive file link, and add the formatted date.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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