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.
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.
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 “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 (34 steps)
estimate_id_value
trim
Trim whitespace from setting estimate id
sender_mail
trim
Trim whitespace from setting sender mail instance
inputs_valid
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs valid equals
estimate
?
estimate_found
compare
Check if estimate result Estimate Id has data
estimate_guard
guard
Stop if estimate found equals
quote_number
default
Apply default
send_to_raw
trim
Trim whitespace from setting send to
send_to_value
lowercase
Convert send to raw to lowercase
has_send_to
compare
Check if send to value has data
stored_email_raw
default
Apply default
stored_email
lowercase
Convert stored email raw to lowercase
recipient
ternary
Apply ternary
recipient_valid
all
Check if all conditions are true
recipient_guard
guard
Stop if recipient valid equals
pdf_filename
template
Generate text from a template
quote_pdf
?
pdf_ref
default
Apply default
pdf_captured
compare
Check if pdf ref has data
pdf_guard
guard
Stop if pdf captured equals
covering_note
trim
Trim whitespace from setting message
note_present
compare
Check if covering note has data
note_guard
guard
Stop if note present equals
mail_subject
template
Generate text from a template
mail_body
template
Generate text from a template
quote_version
default
Apply default
mail_reconciliation
template
Generate text from a template
mail
?
message_id
default
Apply default
already_sent
default
Apply default
dispatched_now
all
Check if all conditions are true
delivery_note
ternary
Apply ternary
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
message
setting
=
Thanks for your enquiry. Our quote is attached — please have a look and let me know if you would like anything changed.
send to
setting
=
quickbooks
setting
=
estimate id
setting
=
[object Object]
sender mail instance
setting
=
[object Object]
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.