Automate WhatsApp Notifications for New Payments in QuickBooks

By TimelinesAI
Reading Time: 7 Min

The article is Powered by TimelinesAI

Multi-number WhatsApp management and integration platform

Overview

Feeling stuck in a cycle of endless phone calls and email chains to update suppliers on new purchase orders? We’ve all been there. But what if there was a better way? A way to instantly notify suppliers, streamline communication, and free up your team’s valuable time?

Introducing the powerful combination of QuickBooks and WhatsApp integration. Now, you can automate purchase order updates, sending real-time notifications directly to your suppliers’ phones. This blog will explore how this innovative solution can revolutionize your workflow, boost efficiency, and strengthen supplier relationships. Get ready to power up your business and say goodbye to the outdated methods of purchase order communication!

Creating your Zapier Template

1. Go to Zapier, and click on “Create”

2. Click on “Zaps”

3. Click on “Trigger”

4. Type “Quickbooks”

5. Under the dropdown menu, click on “QuickBooks Online”

6. Type “New Purchase Order”

7. Click on “New Purchase Order”

8. Next, click on “Account”

Connecting your QuickBooks account

9. Click on “Sign in”

10. A new window will open allowing you to connect your QuickBooks Online Account with Zapier. Click on “Yes, Continue to QuickBooks Online”

11. On the same window, you’ll then be redirected to enter your Intuit account to sign in to QuickBooks.

12. Click on the “Action” button

13. A new window will open. From there, you can type in “TimelinesAI”

14. Click on “TimelinesAI”

15. Under App & Event, go to Event and type in “Send message to new chat”

16. Select “Send Message to New Chat”

Connecting your TimelinesAI account

17. Click on “Account”

18. Click on “Sign In”

19. A new window will open allowing you to connect your TimelinesAI account by entering your Token

Conclusion

Imagine a world where your suppliers are instantly notified of new purchase orders, eliminating the need for manual communication and delays. This is the power of automating WhatsApp notifications in QuickBooks. With instant updates, suppliers can begin processing orders faster, leading to quicker turnaround times and a smoother supply chain.

But the benefits go beyond speed. Automated notifications free up your team’s valuable time, allowing them to focus on more strategic tasks like supplier relationship management and cost negotiation. Furthermore, real-time communication fosters transparency and strengthens supplier relationships. This can lead to better pricing, improved collaboration, and a more reliable supply chain.

Don’t settle for outdated communication methods. Embrace the future of automated workflows and unlock the full potential of your supply chain with QuickBooks and WhatsApp integration.

FAQs: Power Up Your Workflow: Automate Purchase Order Updates with QuickBooks & WhatsApp

What information will be included in the notification?

You can customize the notification to include details like the purchase order number, a brief description of the items ordered, and the expected delivery date.

Will this work for international suppliers?

Absolutely! WhatsApp is a global platform, making it perfect for notifying suppliers anywhere in the world

How do I ensure my suppliers receive the notifications?

Make sure you have the correct phone number saved in your QuickBooks contact list and that your suppliers have WhatsApp enabled for their business.

Is this integration secure?

WhatsApp offers end-to-end encryption for messages, rest assured that your message and notifications are safe.

Will this automation replace the need for a formal purchase order document altogether?

No, automating WhatsApp notifications for purchase orders is meant to complement, not replace, the formal purchase order document. The notification serves as a timely heads-up for your supplier, but a formal PO should still be generated and shared through traditional channels for record-keeping and legal purposes. This ensures a clear paper trail for both parties involved in the transaction.