Integrating Excel with Quickbooks

kgartin

Board Regular
Joined
May 6, 2010
Messages
207
Office Version
  1. 365
Platform
  1. Windows
I'm trying to automate as much as I can with our billing process. The one kink in the chain is getting everything to Quickbooks. Invoices have to be typed in manually which is ridiculous.

I transfer them from Excel spreadsheets (link below) and into QB versions (link below).

Is there any way to transfer the line items to QB through some kind of automated process?

SAMPLE QB INVOICE - https://drive.google.com/open?id=1oZ7ISuFTh4niAU8bYmirBZ53DaAoz7yB

SAMPLE EXCEL INVOICE - https://drive.google.com/open?id=1-xpl5iM3ocdtANrxo7atZoTVyv-G1MHa
 

Excel Facts

Pivot Table Drill Down
Double-click any number in a pivot table to create a new report showing all detail rows that make up that number
Hello ... I recently encountered a problem with transferring my customer's details from Excel to QuickBooks. The import from spreadsheet option wasn't enough for me. I ended up writing a Python script which taking control of a Firefox and entering data utilising the manual entry feature of the QuickBooks Online. It worked very well. I'm happy to help if you are interested.
 
Upvote 0

Forum statistics

Threads
1,223,575
Messages
6,173,148
Members
452,502
Latest member
PQCurious

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top