Use “Create a QuickBooks quote” in Recued. It turns the price you agreed with a customer into a real quotation in your accounts, ready to send. You approve the change before it is made.
Quote to Cash - QuickBooks
Use Quote to Cash - QuickBooks in Recued to run a small business's sales paperwork: quote the work, invoice it when the customer agrees, then record the payment that closes it. Sales paid on the spot get their own workflow. Ten ready-to-run workflows, including one that turns an enquiry you already received into a priced quotation. Send each document from your accounting system or your own outbox. Changes are approved first.
What this pack installs
Included recipes
10 pinned recipes
This pack installs the complete recipe workflow together.
Use “Turn a quote request into a QuickBooks quote” in Recued. It takes an enquiry a customer already sent you, finds or matches them in your accounts, and raises the priced quotation against their record. You approve the change before it is made.
Use “Send a QuickBooks quote” in Recued. It emails a quotation to the customer using your accounting system's own template and sender, so they get the branding they already recognise. You approve the send before it happens.
Use “Email a QuickBooks quote from your own outbox” in Recued. It attaches the quotation PDF to a message sent from your own mail account, so the covering note is yours and the whole send is recorded. You approve the send before it happens.
Use “Turn an accepted QuickBooks quote into an invoice” in Recued. It copies the agreed lines and the tax onto a new invoice and links it back to the quote, so the quote stops sitting in your pipeline unanswered. You approve the change before it is made.
Use “Send a QuickBooks invoice” in Recued. It emails an invoice to the customer using your accounting system's own template and sender, so they get the branding they already recognise. You approve the send before it happens.
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Use “Email a QuickBooks invoice from your own outbox” in Recued. It attaches the invoice PDF to a message sent from your own mail account, so the covering note is yours and the whole send is recorded. You approve the send before it happens.
Use “Record payment against a QuickBooks invoice” in Recued. It books money received against an invoice you already sent, so the invoice is marked paid instead of staying open. This is the step that closes an invoiced job. You approve it before it is made.
Use “Record a QuickBooks sale paid on the spot” in Recued. It books a sale the customer paid for at the time, so the takings and their receipt are one document. Use it only when you never raised an invoice — if you did, record the payment against that invoice instead, or the sale is counted twice.
Use “QuickBooks quote pipeline” in Recued. It shows the quotes still waiting on a customer decision and the accepted ones not yet turned into invoices, so nothing agreed goes unbilled. It reads information without changing anything.