Save QuickBooks invoices to a Microsoft 365 Excel worksheet
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).
At a glance
Save QuickBooks invoices to a Microsoft 365 Excel worksheet is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects QuickBooks. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- Make.com
- Connects
- QuickBooks
- Modules
- 3
- Price
- Free
- Version
- v1.0
About this workflow
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).
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
Purchase to unlock the full step-by-step guide
Related Make workflows
Generate invoices and send AI-summarized reminders with Jotform and QuickBooks
Create QuickBooks customers from new Authvia customers
Send a message about a new event in QuickBooks to Microsoft Teams
Send QuickBooks receipts from Neto paid orders
Add QuickBooks customers to Square
Create a QuickBooks customer from a new Shopify customer
Add a new WooCommerce customers to ServiceWorks
Automatically translate new Gmail emails with DeepL and send messages to Slack
Reviews
No reviews yet
Be the first to buy and share your experience.
Leave a review
Sign in to share your experience with this workflow.
Create a free account to purchase workflows.
- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
Need help setting this up?
Book a 3-hour live setup session with an Agility consultant.
- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you