Ops
Turn confirmed orders into QuickBooks invoices and POs
Confirmed orders have matching draft invoices and purchase orders with totals checked; nothing is finalized without approval.
FinanceWeekdays at 8am
Prompt
Find newly confirmed orders in the specified source, verify customer, vendor, items, quantities, pricing, tax, and terms, then prepare corresponding invoice and purchase-order drafts in QuickBooks. Reconcile totals and ask for exact approval before finalizing or sending.
Works with
GmailQuickBooks
