Microsoft Excel + Sage Accounting

Create spreadsheets in Microsoft Excel for every new sales invoice in Sage Accounting

Effortlessly maintain your financial records with this workflow. As soon as a new sales invoice appears in Sage Accounting, an accompanying spreadsheet is instantly generated in Microsoft Excel. This process provides an efficient method to manage invoices, ensuring your financial data is neatly arranged and readily available, thus streamlining your accounting activities for an improved experience.

Effortlessly maintain your financial records with this workflow. As soon as a new sales invoice appears in Sage Accounting, an accompanying spreadsheet is instantly generated in Microsoft Excel. This process provides an efficient method to manage invoices, ensuring your financial data is neatly arranged and readily available, thus streamlining your accounting activities for an improved experience.

  1. When this happens...
    Sage AccountingSage Accounting
    New Sales Invoice

    Triggers when a new sales invoice is created.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Workbook

    Creates a new workbook

    ActionWrite
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Supported triggers and actions

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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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  • Microsoft
  • Spreadsheets

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About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Related categories

  • Accounting