Looking for a QuickBooks / Zapier / Google Sheets automatization specialist for a one-time complex task Offline
Here is how the process works today for the project.
A purchase order is created in QuickBooks.
The purchase order is emailed to the warehouse manager to check inventory.
This is slow and mistakes are made through communication.
Scope:
Purchase order is created manually in QuickBooks
Once purchase order is made, the information needs to flow to a Google Sheet
Google sheet is shared with the warehouse manager to check inventory.
The sheet is either approved or new inventory is put in, and a trigger needs to happen to send a notification back to the user of QuickBooks.
No data is transferred back into QuickBooks, only notifications are either accepted or info on the missing inventory from the order.
Zapier can be triggered from the Purchase order being created but then once the spreadsheet is created there is no way to trigger back through Zapier.
The file is the purchase order that is created in Quickbooks.
No other tools at this time and we have specific senders and receivers that will get the Google sheet and get notified once the sheet is modified.