Save QuickBooks invoices to a Microsoft 365 Excel worksheet

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Apps used in template

QuickBooks

Microsoft 365 Excel

About

Every time a new QuickBooks invoice is created, Make will create a new row in your Microsoft 365 Excel worksheet.

Your Microsoft 365 Excel worksheet has to contain headers (at least 7 to see the template's default settings).

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Table

Adds a new table.

Action

Add a Table Column

Adds a new table column.

Action

Add a Table Row

Adds a new table row.

Action

Add a Worksheet

Adds a new worksheet to a workbook.

Action

Add a Worksheet Row

Adds a new worksheet row.

Action

Create a Bill

Creates a bill.

Action

Create a Credit Card Payment

Creates a credit card payment.

Action

Create a Credit Memo

Creates a credit memo.

Action

Create a Customer

Creates a customer.

Action

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