QuickBooks Online
Microsoft Excel

QuickBooks Online and Microsoft Excel Integration

No-code Integration
No-code
Supported Automation Platforms
6automatiomation platforms supported
QuickBooks Online Actions
85QuickBooks Online Triggers & Actions
Microsoft Excel Actions
54Microsoft Excel Triggers & Actions

How to connect QuickBooks Online and Microsoft Excel

QuickBooks Online and Microsoft Excel integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 3 more. With the combination of 101 QuickBooks Online triggers and 54 Microsoft Excel actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for QuickBooks Online and Microsoft Excel Integration

The integration of QuickBooks Online and Microsoft Excel can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them
  • Enroll customer in an online course

Workflow Automation Platforms supported by QuickBooks Online and Microsoft Excel

Looking for an efficient way to automate your workflow processes between QuickBooks Online and Microsoft Excel? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.

  • Make.com. 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.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
  • Pipedream. Pipedream is a low code integration platform for developers, which helps to connect APIs fast.

QuickBooks Online and Microsoft Excel Integration Price

If you have decided to use a workflow automation tool to connect QuickBooks Online and Microsoft Excel, it's important to carefully analyze the cost of integration.

Need to know the pricing information for automation services supporting QuickBooks Online and Microsoft Excel integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of a basic automation.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Free

$0

Volume: 10K
Plan: Basic

$29

Volume: 100K
Plan: Business

$499

Triggers and Actions supported by QuickBooks Online and Microsoft Excel

When integrating QuickBooks Online and Microsoft Excel, you typically seek automation that suits your business requirements.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

We have carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate QuickBooks Online and Microsoft Excel.

QuickBooks Online

When this happens

Select a Trigger

Microsoft Excel

Do this

Select an Action

How to setup QuickBooks Online and Microsoft Excel integration

  • Step 1: Choose a Workflow Automation Service that supports the integration of QuickBooks Online with Microsoft Excel. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both QuickBooks Online and Microsoft Excel on the chosen automation platform

    60 seconds

  • Step 3: Choose a Trigger for QuickBooks Online, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Microsoft Excel. Explore Actions

    15 seconds

  • Step 5: Configure the data that is exchanged between QuickBooks Online and Microsoft Excel.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

Popular Automation Scenarios with QuickBooks Online and Microsoft Excel

While integrating two apps is a good start, automating end-to-end processes can take your business to the next level. Users have found numerous ways to maximize their productivity with QuickBooks Online + Microsoft Excel workflows. Here are some popular examples.

QuickBooks Online and Microsoft Excel integration Diagram

QuickBooks Online and Microsoft Excel Integration
QuickBooks Online + Microsoft Excel Integration schema

Frequently Asked Questions

Does QuickBooks Online integrate with Microsoft Excel?

You can connect QuickBooks Online and Microsoft Excel automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, Integrately or Pipedream to link QuickBooks Online and Microsoft Excel.

Can you Integrate QuickBooks Online and Microsoft Excel for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to connect QuickBooks Online to Microsoft Excel for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between QuickBooks Online and Microsoft Excel.

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