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.
Create a QuickBooks quote
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.
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 “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.
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 (32 steps)
item_count
count
Count items in setting line items
has_items
compare
Check if item count is greater than 0
customer_id_value
trim
Trim whitespace from setting customer id
has_customer
compare
Check if customer id value has data
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
customer
?
customer_found
compare
Check if customer result Customer Id has data
customer_guard
guard
Stop if customer found equals
quote_date_value
trim
Trim whitespace from setting quote date
has_quote_date
compare
Check if quote date value has data
quote_date_arg
ternary
Apply ternary
expiry_value
trim
Trim whitespace from setting expiration date
has_expiry
compare
Check if expiry value has data
expiry_arg
ternary
Apply ternary
quote_number_value
trim
Trim whitespace from setting quote number
has_quote_number
compare
Check if quote number value has data
quote_number_arg
ternary
Apply ternary
currency_trimmed
trim
Trim whitespace from setting currency
currency_value
uppercase
Convert currency trimmed to uppercase
has_currency
compare
Check if currency value has data
currency_arg
ternary
Apply ternary
memo_value
trim
Trim whitespace from setting message on quote
has_memo
compare
Check if memo value has data
memo_arg
ternary
Apply ternary
note_value
trim
Trim whitespace from setting internal note
has_note
compare
Check if note value has data
note_arg
ternary
Apply ternary
created
?
estimate_id
default
Apply default
created_ok
compare
Check if estimate id has data
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
currency
setting
=
line items
setting
=
[object Object]
quickbooks
setting
=
quote date
setting
=
customer id
setting
=
[object Object]
quote number
setting
=
internal note
setting
=
expiration date
setting
=
message on quote
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.