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Turn a quote request into a QuickBooks quote

by recued-core v1 10 views

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.

Turn a quote request into a QuickBooks quote
This recipe

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.

quickbooksestimatequotequotation
by recued-core pinned v1
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.

quickbooksestimatequotequotation
by recued-core pinned v1
Send a QuickBooks quote

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.

quickbooksestimatequotesend
by recued-core pinned v1
Email a QuickBooks quote from your own outbox

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.

quickbooksestimatequotesend
by recued-core pinned v1
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.

quickbooksestimatequoteinvoice
by recued-core pinned v1
Send a QuickBooks invoice

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.

quickbooksinvoicesendemail
by recued-core pinned v1
Show all 10 recipes
Email a QuickBooks invoice from your own outbox

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.

quickbooksinvoicesendemail
by recued-core pinned v1
Record payment against a QuickBooks invoice

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.

quickbooksinvoicepaymentreceipt
by recued-core pinned v1
Record a QuickBooks sale paid on the spot

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.

quickbooksreceiptsales-receiptpayment
by recued-core pinned v1
QuickBooks quote pipeline

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.

quickbooksestimatequotepipeline
by recued-core pinned v1
View pack details, dependencies, and permissions →
How it works 50 steps

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 ?
■ 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 ?
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 ?
■ 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 ?
■ estimate_id default
Apply default
■ created_ok compare
Check if estimate id has data
■ card to_summary
Format results as a summary card
Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

currency setting =
line items setting = [object Object]
quickbooks setting =
customer id setting =
order handle setting = [object Object]
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.

Permissions it requires

Read your Quickbooks connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

recued-core

Tags

quickbooks quickbooksestimatequotequotationintakebridgeapprovalsmb-financequote-to-cashpack:quote-to-cash-quickbooks

Details

50 steps 7 configurable settings recipe_id: create-estimate-from-quote-request-quickbooks