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Zapier makes it easy to integrate Microsoft Excel with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Microsoft Excel
Microsoft Excel
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Microsoft Excel
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Microsoft Excel and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount
Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payee_type
Required
Payment_type
Required
Bank/Credit Account
Required
Payment Date
Payment_method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account
Required
Debit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account
Required
Credit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Required
Description
Quantity
Required
Rate
Amount
Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales_receipt
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item
Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Receipt ID
Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search By
Required
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Excel and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Microsoft Excel and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Excel and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Row
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Excel and QuickBooks Online
Sync new expenses to Excel
When a new expense is logged in QuickBooks Online, Zapier automatically adds a new row in your designated Microsoft Excel file. This keeps your financial data organized and up-to-date with zero manual entry.
When an invoice is updated in QuickBooks Online, Zapier captures the update in Microsoft Excel. This ensures IT teams monitoring financial workflows have the latest data for analysis or reporting.
When a new project is created in QuickBooks Online, Zapier automatically adds its details into a Microsoft Excel spreadsheet. This helps project managers maintain an up-to-date project database without manual tracking.
Learn how to automate Microsoft Excel on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your Microsoft Excel to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Excel + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and QuickBooks Online
What is required to integrate Microsoft Excel with QuickBooks Online using our tools?
To integrate Microsoft Excel with QuickBooks Online, you'll need both applications set up and running. You have to utilize our connector, where you create Zaps with triggers from Excel such as 'New Row' or 'Updated Row', and actions in QuickBooks Online like 'Create Sales Receipt' or 'Create Invoice'. Make sure your accounts are authenticated and authorized properly within our platform.
Can I update existing QuickBooks Online records from Excel?
Yes, you can. By setting up a zap where an updated row in Excel acts as the trigger, you can configure actions that update records in QuickBooks Online, such as updating customer details or product information. Just ensure that the mapping fields between Excel rows and QuickBooks records are correctly aligned.
How often do the integrations run between Excel and QuickBooks Online?
Integration runs are dependent on your plan type with us. Generally, Zaps can run at intervals ranging from every 5 minutes to once an hour. For instant updates, ensure that the trigger events are promptly recognized within your setup.
Is it possible to create complex workflows that involve additional steps beyond Microsoft Excel and QuickBooks Online?
Absolutely! Our platform allows for multi-step Zaps where you can include filters, paths, or include other apps like Google Sheets or Slack before completing actions in QuickBooks. This flexibility ensures you can tailor workflows exactly to your business needs.
Are there any limitations when synchronizing data between Microsoft Excel and QuickBooks?
There might be some limitations based on what information is capturable through triggers in Excel or acceptable response actions by QuickBooks online due to API restrictions. It's critical to check which fields are supported during setup to avoid any synchronization issues.
What happens if a trigger event fails during integration?
If a trigger event from Excel fails, we provide detailed logs which help diagnose the problem. You’ll need to check these logs accessible through your dashboard for issue resolution steps or rerun the action manually once corrections are made.
Do I need advanced technical skills to set up integrations between Microsoft Excel and QuickBooks Online?
No advanced technical skills are required to set up these integrations. Our platform's user-friendly interface provides step-by-step guidance throughout creating and managing zaps between Microsoft Excel triggers and QuickBook Online actions ensuring easy accessibility for all users.
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.
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.
