Microsoft Excel + QuickBooks Online

Create rows in Microsoft Excel for new accounts in QuickBooks Online

When a new account is created in QuickBooks Online, keeping track of all the details can be simplified. With this workflow, every time a new account emerges in QuickBooks Online, a row is immediately added to a specified Microsoft Excel spreadsheet. This not only ensures that account information is consistently updated in your Excel records, but it also saves you the hassle of manual data entry, freeing up your time for more strategic tasks.

When a new account is created in QuickBooks Online, keeping track of all the details can be simplified. With this workflow, every time a new account emerges in QuickBooks Online, a row is immediately added to a specified Microsoft Excel spreadsheet. This not only ensures that account information is consistently updated in your Excel records, but it also saves you the hassle of manual data entry, freeing up your time for more strategic tasks.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Account

    Triggers when you add a new account.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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 Customer

    Triggers when you add a new customer.

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

    New Expense

    Triggers when a new expense is added.

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

    New Invoice

    Triggers when you add a new invoice.

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

    New Bill

    Triggers when a new bill is added.

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

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    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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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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