Automated Customer & Sale Entry from Google Sheets to QuickBooks

This workflow automates the process of creating customers and sales receipts in QuickBooks Online based on new entries in a Google Sheet. Starting with a trigger that detects new rows added to a specific Google Sheet, it first checks if a customer already exists in QuickBooks by matching their name or email. If the customer exists, the workflow proceeds directly to create a sales receipt linked to that customer. If the customer does not exist, the workflow creates a new customer in QuickBooks then moves on to generate the sales receipt. This automation streamlines financial data entry, reduces manual effort, and ensures accurate, real-time financial records. It is practical for small business owners or accounting teams who track customer orders and sales transactions via Google Sheets, automating the process of updating QuickBooks both for customer management and sales recording.