Money inCash

QuickBooks line check

Compare each line of a new QuickBooks invoice against the job record behind it.

Part of Invoice processing

Tools

QuickBooks Online, Notion, Stripe

Outcomes

Rates checked against the job record • Fewer credits issued later

Documentation

Instruction-ready detail below

When a draft invoice appears in QuickBooks, compare each line to the <in:documents>job record</in:documents> and <slack>Slack</slack> me anything that does not match.

Instruction file

When a draft invoice appears in QuickBooks, compare each line to the <in:documents>job record</in:documents> and <slack>Slack</slack> me anything that does not match.

Setup requirements

Tools

QuickBooks Online, Notion, Stripe

Trigger

When a draft invoice is created in QuickBooks Online

Setup time

10 minutes

Other automations in this workflow

QuickBooks invoice approval

Hold any invoice above your limit for approval before it reaches the customer.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
Download