1.Monitors new estimate events
Integrate QuickBooks Online and accounting data tools to capture new estimate payloads for reporting-ready rows.
Create estimate rows in your revenue summary sheet
Automatically monitor new estimate events across QuickBooks Online and create structured rows in your Google Sheets reporting sheet. Create and format estimate details when new estimate created or estimate payload received or estimate totals capturedβso you can split line items, format totals and dates, and update the sheet without manual reconciliation.
How this automation creates ready estimate rows
When new estimate events occur, delays can slow reconciliation and reporting. This automation pulls estimate payloads, formats totals and dates, and creates a Google Sheets reporting rowβso your team gets ready-to-use data.
QuickBooks Onlineor swap with your favorite app
2.Splits and summarizes line items
Integrate Formatter by Zapier and data transformation tools to split line items into arrays and create a compact line summary.
Formatter by Zapieror swap with your favorite app
3.Formats totals and estimate dates
Integrate Formatter by Zapier and reporting tools to format the estimate total and convert the timestamp into a readable date.
4.Creates spreadsheet row
Integrate Google Sheets and spreadsheet reporting tools to create a new row with reference, amount, project, and line summary.
Google Sheetsor swap with your favorite app
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