Automation | Forms App, Google Sheets, Apps Script, QuickBooks

Abubakar Gill

Completed work

Automation Engineer

Data Visualizer

Business Workflow Automation

Google App Script

Google Sheets

Quickbooks

Automation Flow: Google Forms → Google Drive → Google Sheets → Apps Script → QuickBooks → Send Emails

Objective: Seamlessly collect file uploads and form data in Google Drive, process them via Google Sheets & Apps Script, and generate/update QuickBooks customer records and estimates—all while sending timely emails to customers.

Key Steps

📋 File Upload Forms

Use Google Forms to capture customer data and file uploads.

Files are automatically stored in Google Drive.

📊 Data Consolidation & Processing

Google Sheets aggregates all form submissions (customer info, file details).

A custom Google Apps Script triggers on new entries to prepare data for QuickBooks.

💼 QuickBooks Integration

Create/Update Customers: Automatically create or update customer profiles in QuickBooks.

Generate Estimates: Draft or update estimates based on the incoming data.

📧 Automated Emails:

Send timely email notifications to customers once estimates are created or updated, ensuring immediate follow-up.

Outcome & Benefits

⚡ Streamlined Data Entry: Eliminates repetitive manual tasks by directly linking form uploads to QuickBooks.

✅ Reduced Errors: Automatic syncing from Sheets to QuickBooks ensures consistent, accurate data.

🚀 Improved Efficiency: Real-time updates and notifications speed up client interactions and boost productivity.

😊 Enhanced Customer Experience: Quick, personalized estimates and follow-up emails build trust and professionalism.

This integrated automation solution allows your team to focus on high-value tasks while minimizing manual data entry and reducing the risk of errors.

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Completed work

Posted Apr 2, 2025

Automate File Uploads and Form Data From Google Forms to QuickBooks with seamless processing, Generating or Updating Estimates and timely email alerts.

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