Google Sheets
QuickBooks

Auto-Create Customer Profiles

Streamline customer onboarding effortlessly. Automate profile creation from comments. Focus more on interactions, less on admin.

When this happens...

New Comment (Instant)
Trigger new event each time a comment is added to a spreadsheet.

-

automatically do this!

Create Customer
Creates a customer.

Explore Triggers and Actions

New Comment (Instant)
Trigger new event each time a comment is added to a spreadsheet.
New Row Added
Trigger new event each time a row or rows are added to the bottom of a spreadsheet.
New Row Added (Instant)
Trigger new event each time a row or rows are added to the bottom of a spreadsheet.
New Updates (Instant)
Trigger new event each time a row or cell is updated in a spreadsheet.
New Worksheet (Instant)
Trigger new event each time a new worksheet is created in a spreadsheet.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

About the apps

Learn more about

Google Sheets

and

QuickBooks

, and how they work together to automate your workflows.

About

Google Sheets

Google Sheets is a powerful online spreadsheet tool that enables real-time collaboration and secure sharing from any device, helping teams work smarter together.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

Google Sheets

+

QuickBooks

= Perfect Match

By integrating Google Sheets and QuickBooks, you can transform comments into actionable customer data without delay. Each comment added to your spreadsheet will automatically trigger the creation of a new customer profile in QuickBooks. This high-value automation not only reduces manual entry errors but also accelerates the onboarding process, allowing your team to engage with customers faster and more efficiently.

Built by folks who built