Recover an average of $500/month in previously unbilled support time.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When you close a Help Scout conversation that's tagged as billable work, this workflow logs the time and customer details in QuickBooks Online (accounting software for small businesses) so you can invoice right away. You stop losing billable hours because someone forgot to log them. Every closed ticket becomes a billing record automatically.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Set up a 'billable' tag in Help Scout for conversations that should be invoiced
Step 2: Connect Help Scout to Make and set the trigger to fire when a tagged conversation is closed
Step 3: Connect QuickBooks Online to Make
Step 4: Map the customer name, conversation subject, and time spent to a QuickBooks line item
Step 5: Set Make to create a draft invoice or add to an existing open invoice for that customer
Step 6: Review draft invoices weekly before sending to clients
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See PlansHelp Scout is best for small teams that handle a lot of customer emails and want to stay organized without a complicated setup. It gives your team a shared inbox so everyone can see, reply to, and track customer conversations in one place. You also get a built-in knowledge base so customers can find answers on their own before reaching out. It works well for teams of 2 to 50 people who want to look professional and respond quickly without a steep learning curve.
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