How to Save QuickBooks Online Invoices to MS Excel Using Pabbly Connect

Learn how to integrate QuickBooks Online with MS Excel using Pabbly Connect to automate saving invoices seamlessly. Follow this step-by-step tutorial for efficient invoice management.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To save QuickBooks Online invoices to MS Excel, start by accessing Pabbly Connect. Visit the Pabbly website and either sign in or sign up for a free account, which provides free tasks every month.

Once logged in, locate the ‘Create Workflow’ button at the top right corner. Name your workflow as ‘QuickBooks Online to MS Excel’ to set up the integration process. This is the first step in automating the invoice-saving process using Pabbly Connect.

2. Setting Up QuickBooks Online as a Trigger

In this step, select QuickBooks Online as your trigger application in Pabbly Connect. The trigger event you need is ‘New Invoice’ which activates when a new invoice is created in QuickBooks Online.

To establish this connection, click on ‘Add New Connection’ and authorize your QuickBooks Online account. Once connected, you will be able to capture invoice details directly from your QuickBooks account. This integration ensures that every new invoice is automatically processed through Pabbly Connect.

3. Testing the Trigger Connection with QuickBooks

After setting up the trigger, it’s essential to test the connection. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action captures the most recent invoice from your QuickBooks account.

You will see details such as the invoice number, customer name, billing address, and due date. This verification step confirms that Pabbly Connect successfully retrieves data from QuickBooks Online, setting the stage for the next part of the integration.

4. Configuring Microsoft Excel as the Action Step

Now, select Microsoft Excel as your action application in Pabbly Connect. Choose the action event ‘Add Row to Worksheet’ to specify that the captured invoice details should be added to an Excel sheet.

Similar to the QuickBooks setup, click on ‘Add New Connection’ to link your Microsoft Excel account. Once connected, select the specific workbook where you want to save the invoice details. This integration allows Pabbly Connect to automatically populate your Excel sheet with relevant invoice data.

5. Mapping Invoice Details to Excel

In this final step, you will map the invoice details from QuickBooks Online to the corresponding columns in your Excel sheet using Pabbly Connect. Map fields such as invoice number, customer name, address, product, and amounts to the correct columns in your workbook.

Once all fields are mapped, click on ‘Save and Send Test Request’ again. This action will send the data to your Excel sheet, confirming that the integration is complete. You can now check your Excel workbook to see if the invoice details have been added successfully, demonstrating the effectiveness of Pabbly Connect in automating this process.

Conclusion

In this tutorial, we explored how to seamlessly integrate QuickBooks Online with MS Excel using Pabbly Connect. By following these steps, you can automate the process of saving invoice details, enhancing efficiency in your business operations.