1.Monitors new row submissions
Integrate Microsoft Excel and spreadsheet workflows to capture key invoice and credit fields for processing.
Create vendor bills and credits from spreadsheet rows
Automatically detect new spreadsheet rows across Microsoft Excel for invoice processing and accounts payable workflows. Create bills and vendor credits from each row using QuickBooks Online β so you can post transactions, return transaction IDs, and mark rows processed without manual bookkeeping.
How this automation creates payable records in QuickBooks Online
When new invoice and credit rows land in a spreadsheet, delays and errors can slow payable processing. This automation matches vendors, creates bills or vendor credits in QuickBooks Online, and updates your Excel rowβso your team can close the loop quickly.
Microsoft Excelor swap with your favorite app
2.Finds vendor reference details
Integrate Microsoft Excel and lookup workflows to pull vendor accounting data for account, department, and class.
3.Creates bill or vendor credit
Integrate QuickBooks Online and accounting workflows to create the correct payable transaction with mapped invoice details.
QuickBooks Onlineor swap with your favorite app
4.Updates row with transaction ID
Integrate Microsoft Excel and reporting workflows to write back the created transaction ID and clear processing flags.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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