Client billing detail collection & invoice generation with Gmail and QuickBooks
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 7 nodes and runs when someone submits an n8n form (“Enter Client Details”). Along the way it connects QuickBooks Online and Gmail.
How it runs
Trigger: When someone submits an n8n form (“Enter Client Details”).
- Ask Client for Billing Info (Gmail): send and wait for a reply
- Add Client to QBO (QuickBooks Online): create
- Find Existing Customer (QuickBooks Online): get many
- Get The Selected Product (QuickBooks Online): get many (item)
- Create A New Invoice (QuickBooks Online): create (invoice)
- Send the Invoice (QuickBooks Online): send (invoice)
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (3)
- QuickBooks Online
n8n-nodes-base.quickbooks - n8n Form Trigger
n8n-nodes-base.formTrigger - Gmail
n8n-nodes-base.gmail
From the author
What It Does This workflow allows you to quickly generate and send invoices by collecting missing billing details from clients through an automated form and email sequence. It integrates Gmail and QuickBooks Online to handle the full billing flow: from…