Automate client billing detail collection & invoicing with Outlook and QuickBooks

by Rosh Ragel ✓ · 682 views · created 2025-08-07 · Invoice Processing, Multimodal AI

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 Microsoft Outlook.

How it runs

Trigger: When someone submits an n8n form (“Enter Client Details”).

1. Ask Client for Billing Info (Microsoft Outlook): send and wait for a reply
2. Add Client to QBO (QuickBooks Online): create
3. Find Existing Customer (QuickBooks Online): get many
4. Get The Selected Product (QuickBooks Online): get many (item)
5. Create A New Invoice (QuickBooks Online): create (invoice)
6. Send the Invoice (QuickBooks Online): send (invoice)

Services it uses

QuickBooks OnlineMicrosoft Outlook

Before you upgrade to n8n 3.0

Nodes used (3)

• QuickBooks Onlinen8n-nodes-base.quickbooks
• n8n Form Triggern8n-nodes-base.formTrigger
• Microsoft Outlookn8n-nodes-base.microsoftOutlook

From the author

Ask Client for Billing Details and Automatically Generate an Invoice in QuickBooks 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…

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