How to connect QuickBooks Online and Microsoft Excel
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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 19$/month
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.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Free $0 Volume: 10K Plan: Basic $29 Volume: 100K Plan: Business $499 | $0 Free | $0 Free | $29 Basic | $499 Business |
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.
When this happens
Select a Trigger
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
60 secondsStep 2: Enable authentication for both QuickBooks Online and Microsoft Excel on the chosen automation platform
60 seconds
60 secondsStep 3: Choose a Trigger for QuickBooks Online, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Microsoft Excel. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between QuickBooks Online and Microsoft Excel.
120 seconds
120 secondsStep 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.
More integrations to QuickBooks Online
If you're looking for new ways to automate tasks with QuickBooks Online, check out our list of other popular integrations. QuickBooks Online Integrations
More integrations to Microsoft Excel
Take a look at the list of additional well-known Microsoft Excel integrations. Microsoft Excel Integrations
QuickBooks Online and Microsoft Excel integration Diagram
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.