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.
Turn a quote request into a QuickBooks quote
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.
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 “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 (50 steps)
order_handle_value
trim
Trim whitespace from setting order handle
has_handle
compare
Check if order handle value has data
item_count
count
Count items in setting line items
has_items
compare
Check if item count is greater than 0
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
request_lookup
recued-core.seller-quote-request.quote_request.search
Search quote request on seller quote request
request_rows
default
Apply default
request_count
count
Count items in request rows
request_found
compare
Check if request count is greater than 0
request_guard
guard
Stop if request found equals
request_email_raw
trim
Trim whitespace from request rows 0 customer email
request_email
lowercase
Convert request email raw to lowercase
contact_name
trim
Trim whitespace from request rows 0 contact name
asked_for
trim
Trim whitespace from request rows 0 asked for
customer_id_value
trim
Trim whitespace from setting customer id
has_customer_id
compare
Check if customer id value has data
needs_email_match
compare
Check if has customer id equals false
match_possible
all
Check if all conditions are true
customers
recued-core.accounting-quickbooks.customer.active.search
Search customer active on accounting quickbooks
skip: step.match_possible equal false
customer_rows
default
Apply default
customers_scanned
count
Count items in customer rows
customer_index
map
Extract from each item
customer_index_trimmed
map
Extract email from each item
customer_index_lc
map
Extract email_trimmed from each item
email_matches
filter
Filter by condition
match_count
count
Count items in email matches
match_is_ambiguous
compare
Check if match count is greater than 1
ambiguous_guard
guard
Stop if match is ambiguous equals
matched_id
default
Apply default
resolved_customer_id
ternary
Apply ternary
customer_resolved
compare
Check if resolved customer id has data
customer_guard
guard
Stop if customer resolved equals
customer
recued-core.accounting-quickbooks.customer.read
Read customer on accounting quickbooks
expiry_value
trim
Trim whitespace from setting expiration date
has_expiry
compare
Check if expiry value has data
expiry_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
provenance_note
template
Generate text from a template
provenance_note_bounded
truncate
Truncate provenance note to a max length
created
recued-core.accounting-quickbooks.estimate.create
Create estimate on accounting quickbooks
estimate_id
default
Apply default
created_ok
compare
Check if estimate id has data
card
to_summary
Format results as a summary card
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Output
summary
card
json
created.result.Estimate
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
currency
setting
=
line items
setting
=
[object Object]
customer id
setting
=
order handle
setting
=
[object Object]
expiration date
setting
=
message on quote
setting
=
Uses (4 operations)
Pack operation
Search quote request on seller quote request
recued-core.seller-quote-request.quote_request.search
Pack operation
Search customer active on accounting quickbooks
recued-core.accounting-quickbooks.customer.active.search
Pack operation
Read customer on accounting quickbooks
recued-core.accounting-quickbooks.customer.read
Pack operation
Create estimate on accounting quickbooks
recued-core.accounting-quickbooks.estimate.create
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.