Microsoft Excel + QuickBooks Online

Create QuickBooks Online sales receipts from new Microsoft Excel worksheets

Effortlessly track your sales receipts by connecting Microsoft Excel and QuickBooks Online with this seamless workflow. Whenever a new worksheet is added in Excel, this automation will instantly create a sales receipt in QuickBooks Online, keeping your financial records up-to-date and organized without manual data entry. Stay focused on growing your business, while this integration handles the behind-the-scenes work for you.

Effortlessly track your sales receipts by connecting Microsoft Excel and QuickBooks Online with this seamless workflow. Whenever a new worksheet is added in Excel, this automation will instantly create a sales receipt in QuickBooks Online, keeping your financial records up-to-date and organized without manual data entry. Stay focused on growing your business, while this integration handles the behind-the-scenes work for you.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggers when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
excel logo
excel logo

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.

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.
Learn more

Related categories

  • Accounting

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