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Integrate Microsoft Excel with QuickBooks Online

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and QuickBooks Online

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best Microsoft Excel and QuickBooks Online Integrations

  • Microsoft Excel Integration QuickBooks Online Integration

    Microsoft Excel + QuickBooks Online

    Create Customer to QuickBooks Online from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Microsoft Excel Integration QuickBooks Online Integration

    Microsoft Excel + QuickBooks Online

    Create Invoice to QuickBooks Online from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    QuickBooks Online Integration Create Invoice
  • Microsoft Excel Integration QuickBooks Online Integration

    Microsoft Excel + QuickBooks Online

    Update Invoice in QuickBooks Online when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    QuickBooks Online Integration Update Invoice
  • Microsoft Excel Integration QuickBooks Online Integration

    Microsoft Excel + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    QuickBooks Online Integration Create Sales Receipt
  • Microsoft Excel Integration QuickBooks Online Integration

    Microsoft Excel + QuickBooks Online

    Create Customer to QuickBooks Online from New Row in Table in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Row in Table
     
    Then do this...
    QuickBooks Online Integration Create Customer
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + QuickBooks Online in easier way

It's easy to connect Microsoft Excel + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row in Table

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

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

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

  • Update Invoice

    Refresh an existing invoice (with line item support).

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & QuickBooks Online Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and QuickBooks Online

Microsoft Excel?

Microsoft Excel is a spreadsheet application developed by Microsoft for Windows, macOS, Android and iOS.

QuickBooks Online?

QuickBooks Online is a cloud-based accounting software that offers accounting, invoicing, sales, inventory management and financial reporting capabilities. QuickBooks Online supports multiple currencies and languages and can be used to manage multiple companies.

Integration of Microsoft Excel and QuickBooks Online

Integration of Microsoft Excel and QuickBooks Online enables users to transfer data between the two applications. The integration allows users to share data between the applications directly and also allows users to convert the data into formats that can be viewed in Microsoft Excel or QuickBooks Online. For instance, if you are using Excel to prepare invoices, you can use this integration to transfer the invoice data directly to your QuickBooks Online account. This allows you to use one spreadsheet for all your accounting activities; from managing invoices, receiving payments and tracking expenses.

Benefits of Integration of Microsoft Excel and QuickBooks Online

Integration of Microsoft Excel and QuickBooks Online offers many benefits including increased efficiency, seamless business management, automation of administrative tasks, reduction of paper work and reduced costs. If your business uses spreadsheets frequently, it's likely that you may need someone like me who works with spreadsheets every day in order to get them done on time. With my experience in both Microsoft Excel and QuickBooks Online, I’m able to offer professional services that help businesses maximize their efficiency and productivity.

The process to integrate Microsoft Excel and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.