Docparser + QuickBooks Online + Microsoft Excel Integrations

How to connect Docparser + QuickBooks Online + Microsoft Excel

Zapier lets you send info between Docparser, QuickBooks Online, and Microsoft Excel automatically—no code required.

When this happens...

automatically do this...

then do this!

Free forever for core features
14 day trial for premium features & apps

Do even more with Docparser + QuickBooks Online + Microsoft Excel

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Docparser, QuickBooks Online, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Document ParserRequired
  Choose the document parser from which you want to obtain the parsed data.
Trigger
Instant
Try It
- Document ParserRequired
  Choose the document parser to which you want to import the file.
- Publicly Accessible UrlRequired
  Docparser will fetch the document from this URL.
- Your Document ID
  Along with your document you can send us an arbitrary string. We will keep track of this string and will include it in the parsed data. By sending us your document ID you can easily match the parsed results to the source document.
Action
Write
New Account
Triggered when you add a new account.
Trigger
Scheduled
Try It
New Customer
Triggered when you add a new customer.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It

New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
Try It

New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
Try It
New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
Try It
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
  Only available if multicurrency is enabled.
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
  If a line item is billable, please use the Customer field to specify which customer.
- Customer
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
  Defaults to today's date if not specified.
- Credit Memo Number
- Class
  Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
  US versions of QuickBooks only.
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
  Select a specific customer.
- Number
  Max of 21 characters. If empty, Quickbooks will generate one by incrementing the last number, but only if you have custom transaction numbers disabled. number automatically. Max of 21 characters.
- Line AmountRequired
  Should not include tax.
- Line Description
- Line Item/Product
- Line Item Quantity
- Line Item Tax Code
- Line Item Service Date
  Format: YYYY-MM-DD
- Rate
  When using this field, the Rate * Quantity must be equal to the line amount
- Expiration Date
- Message displayed on estimate
- Billing Address
  If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
- Shipping Address
  If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
- Shipping amount
- Bill Email
  Email address where estimate is sent. Separate emails with commas for multiple addresses
- Send later
  If set to true, the Bill Email field should also be provided
- Discount Value
  Discount values must be positive (e.g. 10 for a 10 value discount)
- Discount Percent
  Discount values must be positive (e.g. 10 for a 10% discount)
Action
Write
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
  Only applicable to US companies.
Action
Write
- CustomerRequired
- Email
  If not set, the customer's primary email will be used.
- Cc
- Bcc
- Send Later?
- Billing Address
  If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
- Shipping Address
  If the customer you enter in the "Customer" field has a default shipping address, that address will be used if this field is left blank.
- Terms
- Invoice Date
  Defaults to today's date if not specified.
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
  If empty, no Invoice number is added. Max of 21 characters or put AUTO_GENERATE to let QuickBooks increment this automatically.
- Service Date
- Product/Service
- Description
- Quantity
- Rate
  Should not include tax.
- AmountRequired
  Should not include tax.
- Tax
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
  Requires choosing a Tax Code above.
- Tax Calculation
  Method in which tax is applied.
- Apply Tax After Discount?
- Discount Value
  Discount values must be positive (e.g. .10 for a 10% discount)
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
  Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
- Department
  Only available if your preferences allow tracking of department.
- Location
  Only available for France locales.
- Currency
  Only available if multicurrency is enabled. Defaults to your home currency if left blank.
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
  The amount that has not been applied to pay amounts owed for sales transactions.
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
  A.K.A. Income Account
- Line Amount
  Should not include tax.
- Memo
- Line Linked Invoice
  Only choose an invoice if this payment is linked to one.
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
  If the customer you enter in the "Customer" field has a default billing address, that address will be used if this field is left blank.
- Refund Receipt Date
  Defaults to today's date if not specified.
- Refund Receipt Number
- Transaction Class
  Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
  US versions of QuickBooks only.
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
  Send to an explicit email address instead of the receipt billing one, and updates the one on the sales receipt to this.
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
  Must be unique for every customer.
- Phone
- Mobile
- Fax
- Other
- Website
- Print On Check As
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption Details
Action
Write
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Account NameRequired
Action
Search
- Invoice NumberRequired
Action
Search
- NameRequired
  Enter the vendor's display name exactly as it appears in QuickBooks Online.
Action
Search
- Full NameRequired
  Enter the vendor's display name exactly as it appears in QuickBooks Online.
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Search or write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
  Trigger on changes to cells in this column only.
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
  We will only update columns you provide, leaving all others untouched.
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search or write

- Document ParserRequired
  Choose the document parser from which you want to obtain the parsed data.
Trigger
Instant
Try It
- Document ParserRequired
  Choose the document parser to which you want to send your file.
- File to UploadRequired
  Choose the file object to be uploaded to your document parser.
- Your Document ID
  Along with your document you can send us an arbitrary string. We will keep track of this string and will include it in the parsed data. By sending us your document ID you can easily match the parsed results to the source document.
Action
Write
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
Try It
New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
Try It
New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
Try It
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
Try It
New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
Try It
Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
Try It
- VendorRequired
  Specifies the vendor for this bill.
- Bill Number
- Line Item
- Line Description
- AmountRequired
  Amount of the line item.
- Qty
  Quantity of the line item.
- Unit Price
  Unit Price of the line item.
- Line Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- AP Account
- Customer
  Specifies the customer associated with the bill.
- Due Date
- Transaction Date
Action
Write
- VendorRequired
  Specifies the vendor for this bill.
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
  If a line item is billable, please use the Customer field to specify which customer.
- Customer
- Line Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
  If not set, Full Name will be used here.
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
  Only available if multicurrency is enabled.
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
  Choose a Parent Customer if you're creating a Job/sub-customer.
- Bill with Parent?
  If no, this customer will be billed.
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
  Is the payee a Vendor, Customer, or Employee?
- Payment TypeRequired
- Bank/Credit AccountRequired
- Payment Date
  Defaults to today's date if not specified.
- Payment Method
- Reference Number
  Will be used as check number if payment type is check.
- Print Later?
  Only applicable if payment type is check.
- Account
- Description
- Amount
  You must enter an amount here or in the "Amount" field under "Item Details."
- Billable Status
- Tax Code
- Customer
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Product/Service
- Description
- Quantity
- Rate
- Amount
  You must enter an amount here or in the "Amount" field under "Account Details."
- Billable Status
- Tax Code
- Customer
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Memo
Action
Write
- Journal Date
  Defaults to today's date if not specified.
- Journal Number
- AccountRequired
- Debit AmountRequired
  Total amount of "Debits" line items must equal the total amount of "Credits" line items.
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
  Only available if your preferences allow tracking of department.
- Class
- AccountRequired
- Credit AmountRequired
  Total amount of "Credits" line items must equal the total amount of "Debits" line items.
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
  Only available if your preferences allow tracking of department.
- Class
- Memo
- Currency
  Only available if multicurrency is enabled. Defaults to your home currency if left blank.
- Exchange Rate
  Only available if multicurrency is enabled.
Action
Write
- Customer
  Select a specific customer, or, use the below field to look up a customer on demand.
- Find Customer by Name/Email
  If you just have access to the customer's name or email, use this.
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
  Should not include tax.
- Service Date
- Line Description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
  Should not include tax.
- Line Item Tax Code
- Line Item Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Transaction Date
- Total Discount
  Will be added as a Discount Line item. The company preference Sales Form Entry | Discounts must be enabled.
- Payment Method
- Payment Reference Number
- Deposit To Account
  A.K.A. Income Account
- Sales Receipt Number
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Currency
  Only available if multicurrency is enabled.
- Exchange Rate
  The number of home currency units it takes to equal one unit of currency specified above. Only available if multicurrency is enabled.
- Class
  Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
- Tax Code
- Total Tax
  Requires choosing a Tax Code above.
- Tax Calculation
  Method in which tax is applied.
- Shipping Tax
- Shipping Cost
- Department
  Only available if your preferences allow tracking of department.
Action
Write
- VendorRequired
- Purchase Order Status
- Mailing Address
  Address to which the payment should be sent.
- Shipping Address
  Address to which the vendor shipped or will ship goods associated with purchase.
- Purchase Order Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
  You must enter an amount here or in the "Amount" field under "Item Details."
- Customer
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Product/Service
- Description
- Quantity
- Rate
- Amount
  You must enter an amount here or in the "Amount" field under "Account Details."
- Customer
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Your Message to Vendor
- Memo
  For internal use. Will not appear on purchase order to vendor
Action
Write
- InvoiceRequired
- EmailRequired
  Send to an explicit email address instead of the invoice billing one, and updates the one on the invoice to this.
Action
Write
- Time Activity TypeRequired
  Is this for an Employee or Vendor?
Action
Write
- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
  Should not include tax.
- Amount
  Should not include tax.
- Tax
- Class
  Only available if class tracking is enabled and assigned using the "one to each row in transaction" option.
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
  Requires choosing a Tax Code above.
- Tax Calculation
  Method in which tax is applied.
- Apply Tax After Discount?
- Discount Value
  Discount values must be positive (e.g. .10 for a 10% discount)
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
  Only available if class tracking is enabled and assigned using the "one to entire transaction" option.
- Department
  Only available if your preferences allow tracking of department.
- Location
  Only available for France locales.
- Currency
Action
Write
- Api Docs Info
  API docs for Quickbooks are located here https://developer.intuit.com/app/developer/qbo/docs/develop
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search FieldRequired
- Search ValueRequired
  Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
  Depending on which "Search Field" you selected, the search value must exactly match the "Display name as" field or "Email" field in Quickbooks.
- Full NameRequired
- Display Name
  If not set, Full Name will be used here.
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
  Only available if multicurrency is enabled.
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
  Choose a Parent Customer if you're creating a Job/sub-customer.
- Bill with Parent?
  If no, this customer will be billed.
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Search or write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- Folder
  NOTE that this defaults to the root of the drive.
- TitleRequired
- Column Headers
Action
Write
- Storage Source
  NOTE that this defaults to OneDrive. If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
  Let us know which column you want to search by with the value below. We will grab the first matching row and give you all of its values.
- Lookup ValueRequired
Action
Search

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

How Docparser + QuickBooks Online + Microsoft Excel Integrations Work

Step 1: Authenticate Docparser, QuickBooks Online, and Microsoft Excel.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Docparser + QuickBooks Online + Microsoft Excel

About Docparser

Docparser converts your PDF documents into structured and easy-to-handle data. With Docparser you can pull out specific data fields (e.g. Purchase Order Number, Date, Shipping Address, ...) and tabular data from your documents.

Learn more

Related categories

Documents

Similar apps

Mailparser

Email Parser by Zapier

Email, Zapier

CloudConvert

File Management & Storage

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Learn more

Related categories

Accounting

Similar apps

Xero

Accounting

FreeAgent

Accounting

Wave

Accounting

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Docparser + QuickBooks Online + Microsoft Excel Integrations

How to connect Docparser + QuickBooks Online + Microsoft Excel

Do even more with Docparser + QuickBooks Online + Microsoft Excel

Parsed Document Data Available

Fetch Document From URL

Document ParserRequired

Publicly Accessible UrlRequired

Your Document ID

New Account

New Customer

New Expense

New Invoice

New Payment

New Sales Receipt

New Vendor

Create Bill (Account Based)

VendorRequired

Terms

Transaction Date

Due Date

Bill Number

Department

Currency

Global Tax Calculation

Description

AmountRequired

Billable?

Customer

Class

AccountRequired

Tax Code

AP Account

Memo

Create Credit Memo

CustomerRequired

Email

Send Later?

Billing Address

Credit Memo Date

Credit Memo Number

Class

AmountRequired

Service Date

Product/Service

Description

Quantity

Rate

Tax

Class

Message Displayed On Credit Memo

Memo

Apply Tax After Discount?

Discount Value

Discount Percent

Sales Tax Rate

Shipping Cost

Create Estimate

CustomerRequired

Number

Line AmountRequired

Line Description

Line Item/Product

Line Item Quantity

Line Item Tax Code

Line Item Service Date

Rate

Expiration Date

Message displayed on estimate

Billing Address

Shipping Address

Shipping amount

Bill Email

Send later

Discount Value

Discount Percent

Create Product/Service

TypeRequired

NameRequired

Description On Sales Forms

Sales Price/Rate