How to track QuickBooks Online bills in Retable

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Bill created" under QuickBooks Online. This will allow your playbook to automatically detect the new bill created in QuickBooks Online and initiate necessary actions.

If this is your first time using a QuickBooks Online integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Retable automation into your playbook to ensure the prompt addition of a new row in Retable for each new bill created in QuickBooks Online.

Click the "Add step" button, then locate the "Add row to table" automation for Retable and input the mandatory and relevant details.

If your Retable account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Retable account.

Activating your playbook is the final step to automate the addition of a new row in a specific table in Retable. Once turned on, it will respond whenever a new bill is created in QuickBooks Online by adding a new row in Retable without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.