Automate QuickBooks customer & estimate creation from Google Sheets

This n8n template from [Intuz](https://www.intuz.com/) provides a complete and automated solution to accelerate your sales and quoting process into Quickbooks.

This workflow creates a seamless data pipeline from a Google Sheet directly into QuickBooks, automating the creation of new customers and their initial sales estimates. It’s designed to save time, reduce human error, and ensure your financial records are always up-to-date.

How it works

1. Trigger on New Sheet Row: The workflow starts automatically when you add a new row containing customer and estimate details to your designated Google Sheet.

2. Check for Duplicates: Before doing anything else, it takes the customer's name from the sheet and searches your QuickBooks account to see if a customer with that exact name already exists.

3. Route Based on Existence (If/Else Logic): - If the Customer is NEW: The workflow proceeds down the "true" path, first creating a new customer record in QuickBooks with the details from the sheet (Name, Email, Phone, Company). Immediately after, it creates a new sales estimate linked to that newly created customer. - If the Customer ALREADY EXISTS: The workflow follows the "false" path and stops. This is a built-in safety measure to prevent creating duplicate customer records.

4. End of Process: The workflow concludes, having either created a new customer and estimate or having intelligently stopped to avoid duplication.

Step by Step Instructions Follow these steps carefully to get the workflow running.