Microsoft Excel + QuickBooks Online

Manage new QuickBooks Online payments by adding rows in Microsoft Excel

Stay on top of your finances with this workflow. When a new payment is received in QuickBooks Online, this automation will seamlessly insert the details into a specified row in your Microsoft Excel sheet. This process helps streamline your financial data management, ensuring you have accurate and up-to-date information at your fingertips.

Stay on top of your finances with this workflow. When a new payment is received in QuickBooks Online, this automation will seamlessly insert the details into a specified row in your Microsoft Excel sheet. This process helps streamline your financial data management, ensuring you have accurate and up-to-date information at your fingertips.

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

    Triggers when a payment is received (with line item support).

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row(s)

    Adds one or more rows to the end of a worksheet (with line item support).

    ActionWrite
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Supported triggers and actions

  • 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 Bill

    Triggers when a new bill is added.

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

    Estimate Emailed

    Triggers when an estimate is emailed.

    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 Bank Transaction

    Triggers when a new bank transaction is created.

    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 Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    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.
Learn more

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.
Learn more

Related categories

  • Accounting

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