The top 5 QuickBooks Online workflows you need to automate

See how automation can extend the power of your QuickBooks Online account from industry experts in this session.

As a business owner, keeping tabs on all your orders, sales, and bills often feels like a never-ending task. But what if there’s a more efficient way to manage things? 

By revisiting this webinar, you’ll learn: 

  • How to configure customizable workflows in QuickBooks Online.
  • Examples of automated workflows. 
  • The top five QuickBooks Online workflows to automate. 

By the end, you’ll have a solid understanding of how integrations take the pressure off your daily tasks and let you focus on growing your business.

Webinar snapshot: Essential points summarized

Let’s dive into the key takeaways from our webinar to discover how your QuickBooks Online workflows can simplify your business. 

How to create custom QuickBooks Online workflows

To create custom workflows, first identify repetitive tasks in your processes. Then, log in to your QuickBooks Online account and select the “Workflows” tab. This will bring you to a new page where you can create new QuickBooks Online workflows, or edit existing ones.

To create a new workflow, click “Create workflow”, give it a name, and select a template.

You can then create your custom workflow in the workflow editor. Its drag-and-drop interface lets you add tasks and activities, such as logging when a customer approves an invoice. 

When you personalize everything the way you want, hit “Save” and your workflow is ready!

Examples of automated workflows in QuickBooks Online

Businesses everywhere improve efficiency and reduce manual work using QuickBooks Online’s automated capabilities. Here are some great examples of automated workflows:

  • Sending automated invoice reminders to clients, reducing late payments.
  • Syncing sales data from e-commerce platforms directly into your financial reports.
  • Simplifying expense approvals, cutting down on administrative delays.

Save hard costs and real time with automation.

5 QuickBooks Online workflows you can automate

1. Sync sales from e-commerce systems

Integrating e-commerce data like sales and transactions into QuickBooks Online is seamless with advanced automation

One of the most efficient features for QuickBooks users is the ability to sync e-commerce or point-of-sale data directly into the software. The automated nature of integrations means you don’t need to do any manual labor in transferring data from e-commerce platforms like Shopify or Square. So you can say goodbye to the days of manual journal entries and invoices.

In addition, with a robust QuickBooks sync, you personalize how your data integrates. This includes mapping various streams to specific GL accounts or tagging sales based on product categories or locations. As a result, this gives you more valuable insights from your QuickBooks Online reports. 

2. Sync bills and invoices to your calendar

Connecting QuickBooks Online to your calendar ensures you get timely updates on your bills and invoices without accessing your accounting system. This is great if you’re a busy person who doesn’t have much time to monitor your accounts. 

Incorporating this data directly into tools like your calendar app or Slack enhances your QuickBooks Online workflows and financial management, so you’re always on top of your receivables and payables.

3. Payment collection

Implementing payment automation into your business improves your customer service. Tools like Method offer online, self-service portals that let your customers view transactions and settle payments easily. These portals let you configure payment gateways that provide your customers with a range of payment options for their convenience.

4. E-signature approvals

E-signatures make it possible for your customers to easily review and accept proposals, contracts, and scopes of work online.

Some of the benefits of e-signature functionality are that it:

  • Saves time.
  • Reduces friction in the approval process.
  • Ensures authenticity.

Once a proposal is e-signed and approved, you can set up QuickBooks Online workflows to trigger subsequent steps automatically. Examples include tasks like invoice generation or requesting an upfront deposit. 

Connecting e-signatures with payment automation creates a smooth transition from accepting proposals to payment collection, saving time and increasing cash flow.

5. Commission tracking and payouts

Managing commissions requires complete focus when you handle data manually. With manual work, there are always risks of misplacement or formula errors in tools like Excel. 

With Method’s customizable solution personalized to your QuickBooks Online workflows, you can automate commission calculations for total accuracy. You can also work easily with diverse payout variables like:

  • Refunds.
  • Credits.
  • Promotions. 

Categorizing these payouts precisely and delivering on them reinforces trust and morale within your sales team.

Final thoughts: Automate your business with QuickBooks integrations

By revisiting this webinar, you’ve learned some of the best QuickBooks Online tips and how integrations are invaluable for business owners to automate their operations. 

There are plenty of options on the market, but Method has over 1,300 five-star reviews on for a reason for many reasons:

  • Two-way sync with QuickBooks for seamless data flow and to eliminate double data entry. 
  • Customized workflows to tailor your processes to your unique needs.
  • Holistic customer visibility, from purchasing habits to communication history.

Streamline your business with Method

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