Скачать с ютуб Goodbye, Paperwork! Automating Invoices with QuickBooks Online в хорошем качестве

Goodbye, Paperwork! Automating Invoices with QuickBooks Online

See how Alex Noles (https://alexnoles.com/) utilizes Relay.app to automate the invoicing process for his customers through QuickBooks Online and Google Sheets, streamlining his workflow significantly. In this detailed video, you will witness the entire process as Alex demonstrates how he efficiently handles invoicing without the usual manual tasks that often consume valuable time. This workflow showcases several of Relay.app's distinctive features, including path integration, which allows for seamless connections between different applications, and human-in-the-loop steps, ensuring that critical decisions are still made by a person when necessary. These features work together to ensure effective management of your automations, making the invoicing process not only faster but also more reliable. Join us as we explore the benefits of using Relay.app for your business needs and how it can enhance productivity while reducing errors in your financial documentation. Chapters 00:00 - Introduction of the use case 01:26 - Example triggers 02:35 - Add the Google Sheets new row trigger 03:07 - Add the QuickBooks Online find customer step 03:47 - Add a rule-based path 04:24 - Add the QuickBooks Online add customer step to path B 05:11 - Duplicate and drag the QuickBooks Online find customer step to path A 05:47 - Add the QuickBooks Online create invoice step 07:16 - Add the QuickBooks Online send invoice step to automatically send the invoice 07:35 - Add a Human-in-the-loop step to review the invoice before sending 08:13 - Test the workflow 08:27 - Try out Relay.app Get started automating for free at https://www.relay.app/?source=yt Follow us elsewhere Twitter - https://x.com/relay LinkedIn -   / tryrelayapp