Google Sheets

QuickBooks

Instant Customer Insights Retrieval

Enhance your support with real-time customer data. Quickly respond to inquiries and improve satisfaction. Streamline interactions using dynamic workflows.

When this happens...

New Comment (Instant)

Trigger new event each time a comment is added to a spreadsheet.

automatically do this!

Get Customer

Returns info about a customer.

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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 Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

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

Integrating Google Sheets with Quickbooks allows businesses to quickly access customer information based on real-time comments added to spreadsheets. When a new comment is entered, it triggers an action that retrieves relevant customer details, ensuring that support teams have the most up-to-date information at their fingertips. This seamless connection reduces response times, enhances the customer experience, and minimizes manual data entry, ultimately driving efficiency in customer support workflows.