How to Create QuickBooks Invoice from Microsoft Excel Using Pabbly Connect

Learn how to automate QuickBooks invoice creation from Microsoft Excel using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of creating QuickBooks invoices from Microsoft Excel, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once signed in, you will see the Pabbly Connect dashboard. From here, you can start creating your automation workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard to initiate the process.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for generating invoices in QuickBooks from your Excel data. Name your workflow as ‘Create QuickBooks Invoice from Microsoft Excel’ and select a relevant folder to save it. using Pabbly Connect

• Name your workflow appropriately.
• Choose a folder to organize your workflow.

After filling in the details, click on the ‘Create’ button. This will set up your workflow, and you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result.

3. Setting Up the Trigger with Microsoft Excel

For the Trigger application, select Microsoft Excel. The event you want to capture is ‘New Row in Worksheet’. This means that every time a new sales entry is added to your Excel sheet, it will trigger the automation process in Pabbly Connect.

To connect Microsoft Excel with Pabbly Connect, click on the ‘Connect’ button. A window will pop up prompting you to add a new connection. After authorizing, select the specific workbook and worksheet where your sales data is stored.

• Authorize the connection to Microsoft Excel.
• Select your workbook and worksheet.

After selecting the workbook and worksheet, click on ‘Save and Send Test Request’ to capture the latest entry. This confirms that your Microsoft Excel is successfully connected to Pabbly Connect.

4. Setting Up the Action to Create Customer in QuickBooks

Now that your trigger is set up, the next step is to configure the action. Select QuickBooks as the action application and choose ‘Create a Customer’ as the action event. This step is crucial because you need to create a customer in QuickBooks for whom you will generate the invoice.

Click on the ‘Connect’ button to authorize your QuickBooks account with Pabbly Connect. Fill in the required details like display name, email, and address by mapping the data captured from your Excel sheet. This ensures that the correct information is sent to QuickBooks.

Map the customer details from the Excel sheet. Ensure all required fields are filled accurately.

After completing the mapping, click on ‘Save and Send Test Request’. This confirms that the customer has been successfully created in your QuickBooks account.

5. Creating an Invoice in QuickBooks

With the customer created, the final step is to create an invoice for that customer. Again, select QuickBooks as the action application, but this time choose ‘Create an Invoice’ as the action event. This step utilizes the customer data you just created.

Map the necessary fields like customer ID, due date, and product details from the previous steps. This ensures that the invoice is generated with the correct information from your Excel sheet.

Select the customer ID for whom the invoice is being created. Map the product details and amounts accurately.

Once all details are mapped, click on ‘Save and Send Test Request’. This action will create the invoice in your QuickBooks account, completing the automation process facilitated by Pabbly Connect.

Conclusion

In this tutorial, you learned how to automate the process of creating QuickBooks invoices from Microsoft Excel using Pabbly Connect. By following these steps, you can save time and ensure accuracy in your invoicing process. Automate your workflow today with Pabbly Connect!