QuickBooks Automations
Invoice, expense, bank feed, and reporting workflows around QuickBooks Online.
6 automations for QuickBooks
Pick any workflow and we'll build it for you.
Bank Feed Auto-Match Rules
Suggest matches from merchant patterns.
How it works
New transactions imported
Apply vendor mapping table
Suggest category
Auto-confirm if confidence high
Queue review if low confidence
Daily reconciliation summary email
Bill Approval Chain
Route vendor bills for approval.
How it works
Bill captured via email
Extract amount and vendor
Route per threshold matrix
Collect digital approvals
Schedule payment date
Notify AP when paid
1099 Contractor Tracker
Flag contractors nearing thresholds.
How it works
Monthly payment totals calculated
Compare against IRS thresholds
Tag vendors needing W-9
Email collection link
Generate draft 1099 packet list
Notify accountant December
Cash Flow Forecast Push
Export rolling 13-week forecast.
How it works
Weekly trigger
Pull AR/AP aging
Blend with pipeline CRM cash
Write forecast sheet
Email CFO PDF
Slack summary bullets
Duplicate Invoice Detector
Warn before paying duplicates.
How it works
New bill entered
Fuzzy match vendor + amount + date
If duplicate flag risk column
Notify AP queue
Block payment tag until cleared
Log prevention metric
Sales Tax Reminder
Prepare filing checklist monthly.
How it works
Last day of month
Aggregate taxable sales by jurisdiction
Generate payable estimate
Create filing tasks
Attach jurisdiction portal links
Confirm filing logged when marked done
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