Custom branded QuickBooks invoices to PDF & email
Automated QuickBooks Invoice to Custom PDF & Email Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded PDF invoices and e...
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Automated QuickBooks Invoice to Custom PDF & Email
Tired of the standard, boring invoices from QuickBooks Online? This workflow completely automates the process of creating beautiful, custom-branded PDF invoices and emailing them directly to your clients, saving you time and elevating your brand's professionalism.
The moment you create an invoice in QuickBooks, this workflow triggers, fetches all the necessary data, and generates a lavish, multi-page-aware PDF invoice complete with your company logo and signature.
Key Features
Fully Automated: Runs instantly when a new invoice is created in QuickBooks. Custom Branding: Automatically fetches your company logo and signature from a URL to place on the invoice. Modern & Professional Design: Uses a premium, multi-column HTML template that is clean, easy to read, and far superior to the default QBO templates. Multi-Page Ready: If an invoice has many line items, the template will intelligently create multiple pages and add a "Page X of Y" footer automatically. Smart Layout: The totals and summary block are designed to never break across pages, ensuring a professional look no matter the length. Automatic Emailing: The final PDF is attached to a beautifully formatted email and sent directly to the customer's email address on file.
Prerequisites
Before you start, you will need a few things:
A running n8n instance. A QuickBooks Online account with API access. A running Gotenberg instance. This is a powerful, open-source tool for converting HTML to PDF. This workflow is designed to connect to its API. You can learn more about it [here](https://gotenberg.dev/). Publicly accessible URLs for your company logo and signature image (e.g., hosted on your website or a service like Imgur).