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 Bank Transaction

    Triggers when a new bank transaction is created.

    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.
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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.

Related categories

  • Accounting

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