Excel + QuickBooks Online Integrations

Add customers, sync invoices, and manage all transactions with just a few clicks.

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Popular Excel -- QuickBooks Online workflows.

Create Customer in QuickBooks Online when new row is added in Microsoft Excel

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Create Estimate in QuickBooks Online when new row is added in Microsoft Excel

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Create Expense in QuickBooks Online when new row is added in Microsoft Excel

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Create Journal Entry in QuickBooks Online when new row is added in Microsoft Excel

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Create Payment in QuickBooks Online when new row is added in Microsoft Excel

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Supported triggers and actions

New Row in Table

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

Trigger

Updated Row

Triggers when an existing row is updated in a worksheet

Trigger

New Worksheet

Triggers when a new worksheet is added to a spreadsheet

Trigger

New Row

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

Trigger

Create Refund Receipt

Creates a new refund receipt(with line item support)

Action

Create Sales Receipt

Creates a sales receipt for a customer(with line item support)

Action

Create Invoice

Creates an invoice for a customer(with line-item support)

Action

Create Excel to Quickbooks Online Integration in Minute

Step-1: Upload your excel file

20 seconds

Step-2: 2. Connect your Quickbooks Online account or choose from existing one

20 seconds

Step-3: Configure Auty-mation Setting

10 seconds

Step-4: Configure Settings for Quickbooks Online Entity

10 seconds

Step-5: Map Excel data with Quickbooks Online filed

30 seconds

Step-6: Pre-validation

15 seconds

Step-7: Run your Auty-mation

5 seconds

Step-8: Review/Validate the mapping data and Name your Autymation.

10 seconds

It`s Free to start

Why choose Autymate for Importing Excel Data to Quickbooks

We’re here to help you make the most out of your existing IT infrastructure, while keeping costs low. Maintain your existing accounting systems and use Autymate to connect to Bullhorn One to fill in the functional gaps.

When you automate more, you’ll gain more than just an ROI. You’ll give your executives, shareholders, employees, and most importantly, your customers, an amazing experience.

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