Microsoft Excel + QuickBooks Online

Generate QuickBooks Online sales receipts from new Microsoft Excel rows

When you add a new row in Microsoft Excel, use this workflow to create a sales receipt in QuickBooks Online instantly. This process helps to simplify the workflow by automatically transferring Excel data into your online accounting system in real-time. Say goodbye to manual data entry and hello to accurate and efficient bookkeeping designed to save you precious time while maintaining accuracy.

When you add a new row in Microsoft Excel, use this workflow to create a sales receipt in QuickBooks Online instantly. This process helps to simplify the workflow by automatically transferring Excel data into your online accounting system in real-time. Say goodbye to manual data entry and hello to accurate and efficient bookkeeping designed to save you precious time while maintaining accuracy.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggers when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
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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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Related categories

  • Microsoft
  • Spreadsheets

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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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Related categories

  • Accounting

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