Katana + QuickBooks Online + Microsoft Excel Integrations
How to connect Katana + QuickBooks Online + Microsoft Excel
Zapier lets you send info between Katana and QuickBooks Online and Microsoft Excel automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Katana + QuickBooks Online + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Katana, QuickBooks Online, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
NameRequired
E-mail address
Phone number
Comment
Search ByRequired
Search TermRequired
New Account
Triggered when you add a new account.
Try ItNew Customer
Triggered when you add a new customer.
Try It
Customer IDRequired
Order NumberRequired
Location
Created DateRequired
Delivery Date
Variant SkuRequired
QuantityRequired
Price Per UnitRequired
Tax Rate IdRequired
Search ByRequired
Search TermRequired
NameRequired
E-mail address
Phone number
Comment
New Bill
Triggers when a new bill is added.
Try ItNew Estimate
Triggered when you add a new estimate.
Try It
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How Katana + QuickBooks Online + Microsoft Excel Integrations Work
- Step 1: Authenticate Katana, QuickBooks Online, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Katana
Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.
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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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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.
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