1.Runs weekly reconciliation schedule
Integrate Schedule by Zapier and scheduling tools to check the weekly reconciliation trigger and start the workflow.
Mark paid invoices in records after accounting match
Automatically monitor weekly reconciliation runs across Google Sheets and accounting records. Create and update Paid invoice statuses and paid dates based on QuickBooks Online matchesβso you can verify payments, update records, and avoid manual reconciliation.
How this automation confirms paid invoice records
When weekly reconciliation runs happen, review flags can lag and paid invoices stay outdated. This automation finds flagged rows, verifies balances in QuickBooks Online, and updates Quickbase records to Paid with timestampsβso your team can close the loop faster.
Schedule by Zapieror swap with your favorite app
2.Finds flagged invoice rows
Integrate Google Sheets and spreadsheet tools to find review-flagged rows and map invoice references for processing.
Google Sheetsor swap with your favorite app
3.Iterates invoice references
Integrate Looping by Zapier and workflow iterators to loop each invoice reference and set the current invoice number variable.
Looping by Zapieror swap with your favorite app
4.Searches invoice in QuickBooks
Integrate QuickBooks Online and accounting lookup tools to search invoices by invoice number and capture balance and document reference.
QuickBooks Onlineor swap with your favorite app
5.Evaluates balance threshold
Integrate Formatter by Zapier and numeric evaluation tools to evaluate the balance value and continue only for qualifying records.
Formatter by Zapieror swap with your favorite app
6.Updates status to Paid in Quickbase
Integrate Quickbase and record update tools to find the matching invoice record and update status to Paid with the paid date.
Quickbaseor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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