Automation Recipes

All Recipes (100)

• Automated PayPal Sales and Fee Reconciliation to QuickBooks Online (Make.com) - PayPal → QuickBooks - Streamline accounting by syncing payments, customers, and merchant fees automatically via Make.com scenarios.
• Shopify to QuickBooks Online: Automated Sales & Inventory Sync - Shopify → QuickBooks - Eliminate manual bookkeeping by synchronizing Shopify orders, customers, and inventory with QuickBooks in real-time.
• HubSpot 'Closed-Won' Deals to Xero Invoices (Make.com) - HubSpot → Xero - Automate accounting workflows by instantly generating Xero invoices from closed HubSpot deals using Make.com.
• Automated Webgility to QuickBooks Error Reconciliation & Sync (n8n) - Webgility → QuickBooks - Ensure 100% accounting accuracy by automatically resolving Webgility sync failures and creating missing QBO entities in real-time.
• Automated Excel Row to Xero Invoice Sync (n8n) - Excel → Xero - Seamlessly bridge front-office sales tracking in Excel with back-office accounting in Xero using n8n's robust workflow engine.
• Automated Webgility Order Error Reconciliation and Account Creation (Zapier) - Webgility → QuickBooks - Eliminate manual bookkeeping interruptions by automatically resolving missing account errors between Webgility and QuickBooks Online.
• Automated PayPal Sales & Fee Reconciliation (n8n) - PayPal → Xero - Seamlessly sync PayPal transactions to Xero while automatically accounting for merchant fees using n8n's workflow engine.
• Advanced Dext to Xero AI Bookkeeping Sync (n8n) - Dext → Xero - Automate invoice extraction and multi-step approval workflows using n8n's flexible node-based architecture.
• Time Tracker to QuickBooks Online Automation (n8n) - Time Tracker → QuickBooks - Seamlessly sync billable hours to QuickBooks using n8n's robust node-based workflow and error handling.
• Automate Excel Sales Rows to Xero Invoices (Zapier) - Excel → Xero - Eliminate manual bookkeeping by instantly converting Excel table rows into professional Xero draft invoices.
• Automated Webgility Error Reconciliation & Missing Item Creation (Make.com) - Webgility → QuickBooks - Eliminate manual data entry by automatically detecting sync errors in Webgility and creating missing items/accounts in QuickBooks Online via Make.com.
• Automated PayPal Sales & Fee Reconciliation (Zapier) - PayPal → Xero - Eliminate manual bookkeeping by syncing PayPal transactions and merchant fees to Xero in real-time.
• Multi-Channel Order Fulfillment to QuickBooks Online Automation (n8n) - Multi-Channel → QuickBooks - Seamlessly sync cross-platform sales into QuickBooks while maintaining data integrity and automated COGS tracking in n8n.
• Expensify to QuickBooks Online Automated Reconciliation (n8n) - Expensify → QuickBooks - Seamlessly sync approved Expensify reports to QuickBooks Online using n8n's flexible node-based workflow.
• Automated High-Value Invoice Approval and Xero Posting (Zapier) - Dext → Xero - Streamline accounts payable with automated approvals and precise document synchronization.
• Sync Billable Time Entries to QuickBooks Online (Zapier) - Time Tracker → QuickBooks - Automate invoice generation and project costing by syncing approved time logs directly to QuickBooks via Zapier.
• Automated GHL to QuickBooks Invoicing and Customer Sync (n8n) - GHL → QuickBooks - Streamline financial reconciliation by automatically generating QuickBooks invoices from GoHighLevel Opportunity wins using n8n's visual workflow engine.
• Automated Excel Sales Data to Xero Invoice Sync (Make.com) - Excel → Xero - Streamline financial workflows by converting Excel rows into verified Xero Invoices using Make.com’s advanced iterators.
• Squarespace E-Commerce to Xero Accounting Sync (n8n) - Squarespace → Xero - Automate sales reconciliation and tax compliance using n8n's workflow engine and secure credential management.
• Automated Expensify Reimbursement Sync to Xero (n8n) - Expensify → Xero - Seamlessly convert approved Expensify reports into Xero Bills with automated data mapping and receipt attachments using n8n.
• Automated PayPal to Xero Reconciliation & Ledger Sync (Make.com) - PayPal → Xero - Streamline e-commerce accounting by automatically syncing PayPal transactions and merchant fees to Xero via Make.com.
• Automated Multi-Step Bill Processing and Approval (Make.com) - Dext → Xero - Streamline high-value document verification and accounting entry using Make.com's advanced routing and logic.
• Automated Expensify Reimbursement Pipeline to QuickBooks Online (Zapier) - Expensify → QuickBooks - Streamline financial reconciliation by automatically syncing approved Expensify reports to QuickBooks Online using Zapier.
• Automated Ecommerce Revenue & Inventory Reconciliation (Zapier) - Multi-Channel → QuickBooks - Streamline multi-channel sales reporting by automatically syncing orders to QuickBooks Online using Zapier.
• Automated Time Entry to QuickBooks Online Invoice Sync (Make.com) - Time Tracker → QuickBooks - Streamline billable hours by automatically syncing approved time tracking records to QuickBooks Online using Make.com scenarios.
• Automated QuickBooks Invoicing from GHL Opportunity Wins (Zapier) - GHL → QuickBooks - Streamline your financial workflow by automatically generating QuickBooks invoices when deals are closed in GoHighLevel.
• Automated Squarespace E-commerce Bookkeeping to Xero (Zapier) - Squarespace → Xero - Eliminate manual data entry by automatically syncing Squarespace orders, customers, and payments to Xero via Zapier.
• Automated Expensify Reimbursement Pipeline to Xero (Zapier) - Expensify → Xero - Eliminate manual bookkeeping by syncing approved Expensify reports to Xero as Bills using Zapier.
• Automated Expensify Reimbursement Sync to QuickBooks Online (Make.com) - Expensify → QuickBooks - Streamline expense reporting by automatically converting approved Expensify reports into QuickBooks Online Bills with receipt attachments.
• Excel to QuickBooks Online Automated Invoicing (n8n) - Excel → QuickBooks Online - Streamline financial data entry by automatically generating QuickBooks invoices from Excel rows using n8n's robust orchestration.
• Sync Multi-Channel Ecommerce Orders to QuickBooks Online (Make.com) - Multi-Channel → QuickBooks - Automate high-volume sales reconciliation and inventory accuracy using Make.com scenarios.
• Automated Wells Fargo Transaction Reconciliation to QuickBooks Online (n8n) - Wells Fargo → QuickBooks Online - Streamline financial bookkeeping by syncing bank transactions to QBO using n8n and Plaid.
• Automated GHL Opportunity to QuickBooks Invoicing (Make.com) - GHL → QuickBooks - Streamline revenue recognition by automatically generating QuickBooks invoices from GoHighLevel 'Won' opportunities using Make.com.
• Automated Multi-Step Bookkeeping: Dext to QuickBooks Online (n8n) - Dext → QuickBooks - Streamline accounts payable by syncing processed receipts to QuickBooks with automated vendor validation and attachment handling in n8n.
• Automated Expensify Report Sync to Xero Purchase Bills (Make.com) - Expensify → Xero - Streamline employee reimbursements by automatically converting approved Expensify reports into Xero bills with full receipt attachments via Make.com.
• Automated PayPal Sale to QuickBooks Online Sales Receipt (n8n) - PayPal → QuickBooks - Streamline e-commerce accounting by automatically syncing PayPal transactions to QuickBooks with fee reconciliation.
• Automate Squarespace Orders to Xero Invoices & Payments (Make.com) - Squarespace → Xero - Eliminate manual bookkeeping by automatically syncing Squarespace sales data to Xero via Make.com.
• Excel-to-QuickBooks Automated Invoicing (Zapier) - Excel → QuickBooks Online - Eliminate manual data entry by converting Excel Online table rows into QuickBooks Online invoices automatically.
• Automated FreshBooks Invoicing from Clockify Time Entries (n8n) - Clockify → FreshBooks - Streamline billing by automatically synchronizing tracked billable hours into FreshBooks draft invoices using n8n.
• Automated Wells Fargo Expense Tracking & Reconciliation (Zapier) - Wells Fargo → QuickBooks Online - Eliminate manual data entry by automatically syncing Wells Fargo transactions to QuickBooks Online using Zapier.
• Automated Multi-Channel Financial Reconciliation (A2X to NetSuite) (n8n) - A2X → NetSuite - Streamline ecommerce accounting by automatically transforming A2X payout summaries into NetSuite Journal Entries via n8n.
• Automated AP: Dext Document Extraction to Sage Accounting (n8n) - Dext → Sage - Streamline accounts payable by syncing extracted Dext data into Sage via n8n's workflow engine.
• Audit-Ready Multi-Step Expense Sync from Dext to QuickBooks Online (Zapier) - Dext → QuickBooks - Automate invoice processing with conditional vendor creation and image attachment using Zapier Paths.
• Automated PayPal Sales & Fee Reconciliation (Zapier) - PayPal → QuickBooks - Streamline bookkeeping by syncing PayPal transactions to QuickBooks with automated fee handling and duplicate prevention.
• Automated Multi-Channel Ecommerce to Xero Reconciliation (n8n) - Multi-Channel → Xero - Streamline global ecommerce sales into Xero with automated tax routing and duplicate prevention using n8n.
• Bulk Invoice Generation from Excel to QuickBooks Online (Make.com) - Excel → QuickBooks Online - Convert Excel table rows into professional QuickBooks invoices automatically using Make.com's advanced mapping logic.
• Automated FreshBooks Invoicing from Clockify Time Entries (Zapier) - Clockify → FreshBooks - Eliminate billing leaks by automatically syncing billable Clockify hours to FreshBooks as draft invoices.
• Salesforce Lead-to-Cash Automation: Sync Opportunity to Xero Invoice (n8n) - Salesforce → Xero - Streamline financial operations by automatically generating Xero invoices from Salesforce Closed-Won opportunities using n8n's visual workflow engine.
• Automated Multi-Channel Payout Reconciliation (A2X to NetSuite) (Zapier) - A2X → NetSuite - Eliminate manual journal entries by auto-syncing A2X settlement summaries to the NetSuite General Ledger via Zapier.
• Squarespace E-commerce to QuickBooks Online Sync (n8n) - Squarespace → QuickBooks - Automate sales receipts, customer creation, and ledger synchronization using n8n's visual workflow engine.
• Automated Wells Fargo Transaction Reconciliation to QuickBooks Online (Make.com) - Wells Fargo → QuickBooks Online - Streamline financial reconciliation using Plaid and Make.com's advanced routing logic
• Automated AP: Process Dext Invoices to Sage Accounting (Zapier) - Dext → Sage - Streamline expense management by automatically syncing reviewed Dext documents to Sage as purchase invoices.
• AI-Powered Invoice Processing: PDFelement to QuickBooks Online (n8n) - PDFelement → QuickBooks - Automatically extract invoice data from PDFelement and generate QuickBooks Bills using n8n's AI and accounting nodes.
• Automated 'Audit-Ready' Expense & Attachment Sync from Dext to QuickBooks Online (Make.com) - Dext → QuickBooks - Streamline bookkeeping by bridging the gap between receipt extraction and financial ledger with error-proof file handling in Make.com.
• Automated PayPal Sales reconciliation to QuickBooks Online (Make.com) - PayPal → QuickBooks - Eliminate manual bookkeeping by automatically syncing PayPal transactions, fees, and customer data to QuickBooks via Make.com.
• Sync Multi-Channel Ecommerce Orders to Xero Invoices (Zapier) - Multi-Channel → Xero - Automate revenue recognition and tax compliance by bridging marketplace sales with Xero accounting.
• Automated Clockify to FreshBooks Time-to-Invoice Sync (Make.com) - Clockify → FreshBooks - Eliminate manual billing by automatically syncing billable Clockify time entries to FreshBooks as invoice line items using Make.com.
• A2X Payouts to NetSuite Journal Entries Sync (Make.com) - A2X → NetSuite - Automate multi-channel ecommerce reconciliation into NetSuite's General Ledger using Make.com's advanced orchestration.
• Automated Squarespace Commerce to QuickBooks Sales Receipt Sync (Zapier) - Squarespace → QuickBooks - Eliminate manual bookkeeping by automatically recording Squarespace sales as QuickBooks Sales Receipts with accurate tax and customer mapping.
• Automate Salesforce 'Closed-Won' Leads to Xero Invoices (Zapier) - Salesforce → Xero - Eliminate manual data entry and accelerate the Lead-to-Cash cycle using Zapier's multi-step logic.
• Automated Chart of Accounts & Invoice Sync from Google Sheets (n8n) - Google Sheets → QuickBooks - Streamline financial data entry by bridging Google Sheets and QuickBooks Online using n8n’s powerful node-based architecture.
• Automated Accounts Payable Pipeline: Dext to Sage Intacct (Make.com) - Dext → Sage - Eliminate manual bookkeeping by syncing verified Dext extractions directly to Sage as digital bills with full audit trails.
• Automated OCR Invoice Processing from PDFelement to QuickBooks Online (Zapier) - PDFelement → QuickBooks - Eliminate manual data entry by automatically converting PDFelement scans into QuickBooks Bills using Zapier's AI-assisted workflow.
• Sync Multi-Channel Ecommerce Orders to Xero Invoices (Make.com) - Multi-Channel → Xero - Automate revenue recognition and tax compliance by syncing multi-channel sales data directly into Xero using Make.com.
• Automated Sales to Xero Invoicing via Google Sheets (n8n) - Google Sheets → Xero - Eliminate manual bookkeeping by transforming Google Sheets rows into professional Xero invoices automatically.
• Automated Salesforce Opportunity to Xero Multi-Line Invoicing (Make.com) - Salesforce → Xero - Streamline Lead-to-Cash by synchronizing Salesforce Closed-Won Opportunities with Xero Invoices using Make.com's advanced line-item processing.
• Sync Squarespace Orders to QuickBooks Online Sales Receipts (Make.com) - Squarespace → QuickBooks - Automate e-commerce accounting by mapping Squarespace Commerce triggers to QuickBooks ledger entries using Make.com's advanced logic.
• Automated AI Accounts Payable: Docsumo to Xero (n8n) - Docsumo → Xero - Eliminate manual data entry by extracting invoice data with AI and syncing directly to Xero as Draft Bills via n8n.
• Automated Chase Bank Reconciliation to QuickBooks Online (n8n) - Chase → QuickBooks Online - Streamline business accounting by syncing Chase transactions to QuickBooks using n8n's self-hosted privacy and advanced logic.
• Automated Revenue and Fee Reconciliation: Stripe to Xero (n8n) - Stripe → Xero - Streamline accounting by syncing Stripe charges, merchant fees, and net payouts directly into Xero using n8n workflows.
• Sync Google Sheets Sales Orders to QuickBooks Online (Zapier) - Google Sheets → QuickBooks - Automate financial record creation and prevent manual data entry errors using Zapier's multi-step Zaps.
• Automated Accounts Payable: PDFelement OCR to QuickBooks Online (Make.com) - PDFelement → QuickBooks - Streamline invoice processing by extracting PDF data and syncing records directly to QuickBooks using Make.com.
• Automated Clockify Time Tracking to Xero Invoicing (n8n) - Clockify → Xero - Streamline billing by automatically converting Clockify time entries into Xero Draft Invoices using n8n workflows.
• Automated Ecommerce Reconciliation via A2X and Xero (n8n) - A2X → Xero - Streamline complex marketplace payouts into clean, reconciled Xero invoices with automated error handling in n8n.
• Automated Sales Invoicing from Google Sheets to Xero (Zapier) - Google Sheets → Xero - Eliminate manual data entry by converting Google Sheet rows into professional Xero draft invoices automatically.
• Automated Accounts Payable: Docsumo to Xero (Zapier) - Docsumo → Xero - Eliminate manual data entry by automatically syncing validated invoices and receipts from Docsumo into Xero as Draft Bills.
• Automated Dext to Xero Bill Processing & Enrichment (n8n) - Dext → Xero - Streamline financial document processing with advanced logic, multi-step approvals, and automated data enrichment using n8n.
• Automated Sales Order & Invoice Synchronization (Make.com) - Google Sheets → QuickBooks - Eliminate manual data entry by bridging Google Sheets operational data with QuickBooks Online financial records using Make.com scenarios.
• Automate Chase Business Transactions to QuickBooks Online (Zapier) - Chase → QuickBooks Online - Streamline bookkeeping by automatically categorizing and syncing Chase bank activity to QuickBooks Online.
• Automated Revenue and Fee Reconciliation (Stripe to Xero) (Zapier) - Stripe → Xero - Streamline accounting by syncing Stripe sales and merchant fees to Xero using Zapier Paths.
• Automated A2X to QuickBooks Online Financial Reconciliation (n8n) - A2X → QuickBooks - Streamline e-commerce accounting by synchronizing aggregated settlements and COGS with automated error handling in n8n.
• Automated Project Billing: Clockify Time Entries to Xero Invoices (Zapier) - Clockify → Xero - Eliminate manual data entry by automatically converting billable Clockify hours into professional Xero draft invoices.
• Automated Sales Invoice Generation from Google Sheets (Make.com) - Google Sheets → Xero - Eliminate manual bookkeeping by automatically syncing 'Closed-Won' deals from Google Sheets to Xero Invoices.
• Shopify Order to Xero Invoice Automation (n8n) - Shopify → Xero - Seamlessly sync e-commerce sales to your accounting ledger using n8n's flexible workflow engine.
• Automated HubSpot Deal to Xero Invoice Sync (n8n) - HubSpot → Xero - Seamlessly convert 'Closed-Won' HubSpot deals into draft Xero invoices via an event-driven n8n workflow.
• A2X Payout Monitoring and Xero Reconciliation Alert System (Zapier) - A2X → Xero - Ensure 100% accounting accuracy by automating notifications and cross-checks for A2X-to-Xero postings.
• Automated Accounts Payable Processing via Docsumo and Xero (Make.com) - Docsumo → Xero - Streamline invoice extraction and bill creation using Make.com’s advanced data transformation and array handling.
• Automated PDF Invoice Processing: PDFelement to Xero (n8n) - PDFelement → Xero - Eliminate manual data entry by extracting PDF data with PDFelement AI and syncing directly to Xero accounting via n8n.
• Automated High-Value Bill Approval & Mapping: Dext to Xero (Zapier) - Dext → Xero - Streamline financial compliance by adding conditional logic and project mapping between Dext and Xero.
• Automated Chase Transaction Reconciliation to QuickBooks Online (Make.com) - Chase → QuickBooks Online - Streamline bookkeeping by automatically syncing and categorizing Chase bank activity using Plaid and Make.com.
• Automated Stripe Revenue & Fee Reconciliation (Make.com) - Stripe → Xero - A robust Make.com scenario to sync Stripe payments, handle merchant fees, and automate Xero bank reconciliation.
• A2X + QuickBooks Integration (Zapier) - A2X → QuickBooks - Automate your workflow with Zapier
• Automated Sales Invoicing from Google Sheets to Xero (n8n) - Google Sheets → Xero - Streamline financial operations by transforming Google Sheet rows into compliant Xero Invoices using n8n's logic nodes.
• Automated Clockify Time Entries to Xero Invoicing (Make.com) - Clockify → Xero - Eliminate manual data entry by automatically syncing billable Clockify hours to Xero draft invoices using Make.com scenarios.
• Shopify Orders to Xero Invoices & Payments (Zapier) - Shopify → Xero - Automatically sync Shopify sales to Xero with automated reconciliation and multi-step data formatting.
• Automated Deal-to-Invoice Sync: HubSpot to Xero (Zapier) - HubSpot → Xero - Streamline your quote-to-cash process by automatically generating Xero invoices when HubSpot deals are won.
• A2X Payout Summary to Xero with Multi-Channel Reporting (Make.com) - A2X → Xero - Automate ecommerce reconciliation and tracking category assignment using Make.com's advanced mapping engine.
• Automated Ecommerce Reconciliation & COGS Sync (Make.com) - A2X → QuickBooks - Streamline A2X settlement exports to QuickBooks Online with automated validation and multi-ledger reconciliation using Make.com.
• Advanced Dext to Xero Bill Automation with Multi-Level Logic (Make.com) - Dext → Xero - Streamline expense processing with automated line-item mapping and conditional approvals using Make.com.
• Automate Accounts Payable: PDFelement OCR to Xero Bills (Zapier) - PDFelement → Xero - Eliminate manual data entry by extracting invoice data from PDFelement Cloud and creating draft bills in Xero automatically.