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Microsoft Excel + QuickBooks Online

Microsoft Excel + QuickBooks Online

Microsoft Excel + QuickBooks Online integrations

Create spreadsheets in Microsoft Excel for new estimates in QuickBooks Online

Simplify your bookkeeping tasks with this integrated workflow between QuickBooks Online and Microsoft Excel. Whenever there's a new estimate in QuickBooks Online, it will create a spreadsheet in Microsoft Excel instantly, ensuring your records stay up-to-date. It's an effortless way to stay organized and save time on manual data entry.

  1. When this happens...
    Updated Estimate
    Updated Estimate
    Updated EstimateTriggers when an existed estimate is updated.
  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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