Create a QuickBooks invoice on a new Onfleet Task creation

Create QuickBooks invoices automatically whenever a new task is created in Onfleet, streamlining your billing process and ensuring timely invoicing with minimal manual effort.

7/8/2025
2 nodes
Simple
manualsimpleonfleettriggerquickbooks
Categories:
Manual TriggeredSimple WorkflowFinancial & Accounting
Integrations:
OnfleetTriggerQuickbooks

Target Audience

This workflow is ideal for:
- Small Business Owners: Those who use Onfleet for delivery management and QuickBooks for accounting can streamline their invoicing process.
- Accountants: Professionals managing multiple clients who require efficient invoice creation upon task completion.
- Logistics Managers: Individuals overseeing delivery tasks who need to ensure timely invoicing aligned with task completion.

Problem Solved

This workflow addresses the challenge of manual invoicing after each delivery task is completed. By automating the invoice creation process in QuickBooks when a new task is created in Onfleet, it minimizes errors, saves time, and ensures that invoices are issued promptly, improving cash flow.

Workflow Steps

  • Onfleet Trigger: The workflow begins with a trigger that activates when a new task is created in Onfleet. This is identified by the unique webhook ID: 6d6a2bee-f83e-4ebd-a1d5-8708c34393dc.
    2. QuickBooks Online: Once the task is created, the workflow automatically proceeds to create an invoice in QuickBooks Online. The invoice will include:
    - Line Items: These should be populated based on the task details.
    - Balance: Set to 0 to indicate no outstanding amount initially.
    - TxnDate: The date of the transaction should be filled out to reflect the date of the task.
    - ShipAddr: The shipping address can be included based on the task details.
    - BillEmail: The email address for billing can be specified to ensure the invoice reaches the right recipient.

    • Customization Guide

    To customize this workflow:
    - Modify Line Items: Adjust the invoice line items based on your specific products or services associated with the delivery tasks.
    - Set Transaction Date: Update the TxnDate parameter to reflect the current date or a custom date format as needed.
    - Adjust Shipping and Billing Information: Populate the ShipAddr and BillEmail fields dynamically based on the task details from Onfleet.
    - Add Additional Fields: Include other relevant fields in the QuickBooks invoice, such as Customer ID, Payment Terms, or any custom fields that are necessary for your invoicing process.