Microsoft Excel + QuickFile
Add rows in Microsoft Excel for new invoices in QuickFile
When a new invoice is generated in QuickFile, this workflow ensures it's immediately reflected in your Microsoft Excel spreadsheet. It saves time and eliminates the need for manual data entry, providing an efficient way to keep all of your financial documents up-to-date and nested in one place. This seamless process provides you with accurate, real-time data, making financial management and tracking easier.
When a new invoice is generated in QuickFile, this workflow ensures it's immediately reflected in your Microsoft Excel spreadsheet. It saves time and eliminates the need for manual data entry, providing an efficient way to keep all of your financial documents up-to-date and nested in one place. This seamless process provides you with accurate, real-time data, making financial management and tracking easier.
- When this happens...New Invoice
Triggers when a new invoice, estimate or recurring template is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
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Document TypeRequired
Try ItCompany NameRequired
First Name
Surname
Email
Address Line 1
Address Line 2
Town
Country ISO
Post Code
Account Reference
Vat Number
Vat Exempt
Telephone
Password
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
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