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Convert emailed timesheets into QuickBooks invoices with OCR, AI, Gmail and Sheets

AI-Powered Timesheet → Invoice Automation (Gmail + OCR + AI + Google Sheets + QuickBooks) > Note: This workflow uses sticky notes extensively to document each logical section of the automation. Sticky notes are man...

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Template notes

AI-Powered Timesheet → Invoice Automation (Gmail + OCR + AI + Google Sheets + QuickBooks)

> Note: This workflow uses sticky notes extensively to document each logical section of the automation. Sticky notes are mandatory and already included to explain OCR, AI parsing, folder logic, duplicate handling, and QuickBooks steps.

This workflow automates the full lifecycle of timesheet-based invoicing — from emailed timesheets to structured Google Sheets records and finalized invoices in QuickBooks Online.

It is designed for real-world billing scenarios, including split weeks across months, zero-hour months, duplicate prevention, and first-week-of-year edge cases.

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What This Workflow Does

- Listens to Gmail for timesheet emails with attachments - Splits and processes each attachment independently - Extracts text using OCR (no hardcoded API keys) - Uses AI to parse month-wise billable hours - Correctly splits weeks spanning multiple months - Looks up Customer and PO details from Google Sheets - Organizes files in Client → Employee → Year folders in Google Drive - Reuses existing invoice sheets or creates new ones - Prevents duplicate invoice rows - Automatically finds or creates customers in QuickBooks - Creates invoices in QuickBooks using validated data

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