Finance automations
Find the vendor credits you never used
Lists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get every vendor credit on the account
- 2Keep the ones with money left on them
- 3Email me what is still claimable
When it runs
Every month on the 1st. You can change the schedule in plain words after you start it.
What it needs
QuickBooksGmailConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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