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QuickBooks Time - Create PDF, Word, Excel Documents
QuickBooks Time connects with Documentero to turn tracked hours and timesheets into ready-to-use documents. When new timesheets or reminders are created, Documentero can automatically generate invoices, payroll reports, or PDF summaries. This integration helps businesses save time by reducing manual data entry and ensuring that reports are always accurate and up to date.
QuickBooks Time
Documentero
Triggers
Watch Files — Triggers when a new file is attached to a timesheet.
Watch Reminders — Triggers when a new reminder is created or updated.
Watch Timesheets — Triggers when a timesheet is created and updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from QuickBooks Time using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from QuickBooks Time using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from QuickBooks Time hours
Create Excel payroll sheets from tracked employee time
Export timesheet data into custom document templates
Build project cost reports from attached QuickBooks Time files
Generate employee attendance summaries in PDF format
Produce client billing statements from approved timesheets
Create detailed work logs from QuickBooks Time reminders
Export contractor timesheets into Excel for accounting
Automatically generate weekly performance reports from tracked hours
Create formatted project timelines from QuickBooks Time entries
How you can use QuickBooks Time + Documentero
Invoice Creation
Generate professional invoices in PDF format from approved QuickBooks Time timesheets.
Payroll Reports
Automatically create payroll-ready .xlsx files each time new timesheets are submitted.
Project Summaries
Produce project-based .docx reports whenever new files are attached to timesheets.
Reminder Logs
Turn updated reminders into formatted PDF logs for team tracking.
Weekly Timesheet Exports
Export weekly timesheet data into a standardized Excel template for HR review.
Setup Guides
Make Tutorial: Integrate QuickBooks Time with Documentero
- Create a new scenario in Make.
- Add QuickBooks Time to the scenario and choose one of the triggers (Watch Files, Watch Reminders, Watch Timesheets). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the QuickBooks Time trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate QuickBooks Time with Documentero
- Create a new flow in Power Automate.
- Add QuickBooks Time to the flow and choose one of the triggers (Watch Files, Watch Reminders, Watch Timesheets). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the QuickBooks Time trigger.
- Test and save your flow.
