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

VLOOKUP to Left?
Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.
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.
 
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