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QuickBooks Sheets Reconciliation Agent

by DIGITAL BIZ TECHUpdated Aug 2026
RequiresQuickBooksQuickBooksGoogle SheetsGoogle SheetsGoogle DriveGoogle DriveOpenAIGoogle Gemini
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QuickBooks Find CustomerQuickBooks Find…IfIf Customer Exists?If Customer Exi…QuickBooks Create CustomerQuickBooks Crea…QuickBooks Create InvoiceQuickBooks Crea…MaWhen clicking ‘Execute workflow’When clicking ‘…Get row(s) in sheetGet row(s) in s…Google Sheets2SeSet: Spreadsheet (ID & Name)Set: Spreadshee…CoSplit Binary AttachmentsSplit Binary At…SILoop: Process Each AttachmentLoop: Process E…WaWait1SOSplit Each MonthSeMap Timesheet FieldsMap Timesheet F…Check for Duplicate EntryCheck for Dupli…IfSkip If Duplicate FoundSkip If Duplica…SeCreate Sheet Name + Invoice DateCreate Sheet Na…Google Sheets: Create SheetGoogle Sheets: …Move Sheet to Invoice FolderMove Sheet to I…SePrepare Default Invoice RowPrepare Default…IfIf- File is ExistIf- File is Exi…IfIf1Search: Client Invoices FolderSearch: Client …Search: Employee Name FolderSearch: Employe…IfCheck Employee Name FolderCheck Employee …Search: Inside folders in Employee Name FolderSearch: Inside …Search: Year FolderSearch: Year Fo…Search: folder nameSearch: folder …IfCheck if Year Folder ExistsCheck if Year F…Create Current Year FolderCreate Current …Create Employee Name FolderCreate Employee…Google DriveGet Customer Info From PO SheetGet Customer In…Create Folder NameCreate Folder …Create: Year FolderCreate: Year Fo…SePrepare Month arrayPrepare Month a…Gmail TriggerWaWaitHRExtract TextIfSkip January First TimeSkip January Fi…Delete Exiting RowDelete Exiting …OpenAI Chat Model1OpenAI Chat Mod…AgAI AgentGoogle Gemini Chat ModelGoogle Gemini C…Sheets: Append Row1Sheets: Append …IfIf: First Time This Month?If: First Time …123456
1/5
FLOWS
STEPS · 6
Run manually by an operator

Manually reconciles QuickBooks and Google Sheets data, processes Drive files with OpenAI and Gemini agents, and emails the results.

Tags

manualadvancedQuickBooksGoogle SheetsInvoice ProcessingAI Summarization
Connects
quickbooksQuickBookssheetsGoogle SheetsgoogledriveGoogle DriveOpenAIGoogle Gemini
CategoryFinance & Accounting
Triggermanual
Complexityadvanced
Nodes45
AddedJun 14, 2026