Save QuickBooks invoices to a Microsoft 365 Excel worksheet

First, we need to connect QuickBooks Online and Microsoft Excel to Make.com.

• 

  Create Make.com account.

  Create Make.com account if you don't have one.

• 

  Connect QuickBooks Online to Make.com.

  Give Make.com access to your QuickBooks Online account, using QuickBooks Online credentials.

• 

  Connect Microsoft Excel to Make.com.

  Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

• 

  Set up a Trigger action for QuickBooks Online

  Choose the following trigger: New Event (Triggers when a new event is created.).

• 

  Then set up an Action for QuickBooks Online

  Choose this action: Get an Invoice (Returns info about an invoice.).

• 

  Then set up another Action for Microsoft Excel

  Choose this action: Add a Worksheet Row (Adds a new worksheet row.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between QuickBooks Online and Microsoft Excel.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Save QuickBooks invoices to a Microsoft 365 Excel worksheet!