Template
Invoice Tracker Demo App
Industry:
n/a
Purpose: Bridges AppSheet and QuickBooks to automate complex invoicing workflows.
Users: Sales teams, bookkeepers, and business owners.
Scenarios: Users upload service contracts; Gemini AI intelligently extracts billing details into a draft. Upon human approval, a custom webhook securely syncs the customer profile and invoice directly to QuickBooks.
Benefits: Eliminates manual double-entry, drastically reduces transcription errors, and accelerates billing cycles.
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Also see:
tablet mode & fullscreen mode
How we built this app
AI-Powered QuickBooks Automation Portal
Overview:
A custom AppSheet application designed to eliminate manual data entry and streamline financial workflows. This app acts as a smart bridge between sales contracts and accounting software, leveraging AI document extraction and a custom-built API integration to seamlessly sync customer and invoice data directly into Intuit QuickBooks.
Key Features & Technical Highlights:
Gemini AI Document Extraction: Users can upload contracts or service agreements, and the integrated Gemini AI automatically reads the document to extract critical billing information (amounts, deliverables, terms) into structured AppSheet data.
Custom 3-Way API Integration: Features a robust, custom-coded Google Apps Script Webhook bridge that handles strict OAuth 2.0 authorization and secure data payloads between AppSheet and the QuickBooks Sandbox API.
Real-Time Data Syncing: Automatically creates new Customer profiles and generates highly detailed Invoices in QuickBooks without the user ever leaving the AppSheet interface.
Automated Data Write-Back: Utilizes the AppSheet API to fetch newly generated QuickBooks Invoice IDs and automatically inject them back into the AppSheet database, ensuring both systems remain perfectly mirrored.
Human-in-the-Loop Workflow: Designed with state-change gatekeeping (e.g., Draft -> Sent) to allow for human review of AI-extracted data before executing invoice send off to customers, preventing duplicate records and webhook timeout errors.
Tech Stack: AppSheet, Intuit QuickBooks API, Google Apps Script, REST Webhooks, Gemini AI.
This is a preview of the data sets used in the app.
Data
This is a high-level model of both the data entities and the UI elements in the app.
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