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.
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.
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 “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.
Show all 10 recipes
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.
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.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (22 steps)
row_limit
clamp
Clamp setting limit between 1 and 100
estimates
?
estimate_rows
default
Apply default
fetched_count
count
Count items in estimate rows
pending_rows
filter
Filter by condition
accepted_rows
filter
Filter by condition
pending_count
count
Count items in pending rows
accepted_count
count
Count items in accepted rows
all_rows
flatten
Flatten nested lists in
show_pending
compare
Check if setting stage equals pending
show_accepted
compare
Check if setting stage equals accepted
selected_or_all
ternary
Apply ternary
selected_rows
ternary
Apply ternary
board_rows
map
Extract from each item
ranked_rows
sort
Sort by
shown_rows
slice
Take a subset of
shown_count
count
Count items in shown rows
selected_count
count
Count items in selected rows
pending_value
sum
Sum values in
accepted_value
sum
Sum values in
board_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
25
stage
setting
=
all
quickbooks
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.