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.
Turn an accepted QuickBooks quote into an invoice
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.
Complete workflow
Quote to Cash - QuickBooks
10 pinned recipes
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.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
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.
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 “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.
Show all 10 recipes
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.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (42 steps)
estimate_id_value
trim
Trim whitespace from setting estimate id
id_guard
guard
Stop if estimate id value is empty
estimate
?
estimate_found
compare
Check if estimate result Estimate Id has data
estimate_guard
guard
Stop if estimate found equals
quote_status
default
Apply default
is_accepted
compare
Check if quote status equals Accepted
is_linkable
compare
Check if quote status is one of Pending,Accepted
linkable_guard
guard
Stop if is linkable equals
acceptance_not_required
compare
Check if setting require accepted equals false
convert_allowed
any
Check if any of the conditions are true
acceptance_guard
guard
Stop if convert allowed equals
quote_lines
default
Apply default
item_lines
filter
Filter by condition
line_count
count
Count items in item lines
has_lines
compare
Check if line count is greater than 0
lines_guard
guard
Stop if has lines equals
customer_id_value
default
Apply default
has_customer
compare
Check if customer id value has data
customer_guard
guard
Stop if has customer equals
due_date_value
trim
Trim whitespace from setting due date
has_due_date
compare
Check if due date value has data
due_date_arg
ternary
Apply ternary
invoice_date_value
trim
Trim whitespace from setting invoice date
has_invoice_date
compare
Check if invoice date value has data
invoice_date_arg
ternary
Apply ternary
quote_number
default
Apply default
tax_code
default
Apply default
has_tax_code
compare
Check if tax code has data
tax_arg
ternary
Apply ternary
global_tax_value
default
Apply default
has_global_tax
compare
Check if global tax value has data
global_tax_arg
ternary
Apply ternary
provenance_note
template
Generate text from a template
created
?
invoice_id
default
Apply default
converted_ok
compare
Check if invoice id has data
quote_total
to_number
Convert estimate result Estimate TotalAmt to a number
invoice_total
to_number
Convert created result Invoice TotalAmt to a number
totals_match
compare
Check if quote total equals invoice total
totals_note
ternary
Apply ternary
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
due date
setting
=
quickbooks
setting
=
estimate id
setting
=
[object Object]
invoice date
setting
=
require accepted
setting
=
true
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.