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Microsoft Excel + QuickBooks Online

Microsoft Excel + QuickBooks Online

Microsoft Excel + QuickBooks Online integrations

Create Microsoft Excel spreadsheets for new QuickBooks Online invoices

Effortlessly keep track of your QuickBooks Online invoices by having them added to a Microsoft Excel spreadsheet. With this workflow, whenever a new invoice is generated in QuickBooks Online, it will be instantly added to the selected Excel spreadsheet, ensuring your records are always up-to-date and organized. No more manual data entry, saving you time and helping you maintain accurate financial records.

  1. When this happens...
    New Invoice
    New Invoice
    New InvoiceTriggers when you add a new invoice.
  2. automatically do this!
    Create Workbook
    Create Workbook
    Create WorkbookCreates a new workbook
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More things you can do with QuickBooks Online and Microsoft Excel

Discover other triggers and actions you can use with QuickBooks Online and Microsoft Excel

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Polling
    Try It
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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.
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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.
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