QuickBooks Online
Microsoft Excel
integromat

An automated workflow using integromat

Connects QuickBooks Online + Microsoft Excel

Save QuickBooks invoices to a Microsoft 365 Excel worksheet

About this workflow template

This automation scenario allows you to connect QuickBooks Online and Microsoft Excel

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

QuickBooks Online and Microsoft Excel can also be integrated using automation tools other than integromat:

Diagram

Save QuickBooks invoices to a Microsoft 365 Excel worksheet
Workflow diagram: QuickBooks Online + Microsoft Excel integration

How it works?

When this trigger fires in QuickBooks Online

QuickBooks Online

New Event in QuickBooks Online

Triggers when a new event is created.

Then these actions happen in Microsoft Excel and Microsoft Excel

QuickBooks Online

Get an Invoice in QuickBooks Online

Returns info about an invoice.

Microsoft Excel

Add a Worksheet Row in Microsoft Excel

Adds a new worksheet row.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Save QuickBooks invoices to a Microsoft 365 Excel worksheet.

Part I

Configure Applications

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

  • Create Make.com account.

    Create Make.com account.

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

  • Connect QuickBooks Online to Make.com.

    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.

    Connect Microsoft Excel to Make.com.

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

Part II

Build an integration workflow

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

    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

    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

    Then set up another Action for Microsoft Excel

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

Part III

Test and Publish

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

  • Customize data flow

    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 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!

Supported triggers and actions

  • Microsoft Excel

    New row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Microsoft Excel

    Updated row

    Triggers when a row is added or updated in a worksheet.

    zapier
    triggerbyzapier
  • Microsoft Excel

    New row in table

    Triggers when a new row is added to a table in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch worksheet rows

    Triggers when a new row is added to a worksheet.

    integromat
    triggerbyintegromat
  • Microsoft Excel

    New worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Microsoft Excel

    Watch table rows

    Triggers when a new row is added to a table.

    integromat
    triggerbyintegromat
  • QuickBooks Online

    Create customer

    Adds a new customer.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create invoice

    Adds a new invoice to customer by name.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create sales receipt

    Adds a new sales receipt (with line item support).

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Create payment

    Creates a new payment, optionally linked to an invoice.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Update customer

    Updates an existing customer.

    zapierintegratelypipedreamalbato
    actionbyzapierintegratelypipedreamalbato
  • QuickBooks Online

    Get my company

    Returns info about a company.

    integromatpipedream
    actionbyintegromatpipedream

Apps you need

Microsoft Excel

Microsoft Excel

Spreadsheets

A spreadsheet tool for data management and analysis

Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.