Quickbooks & Smartsheet

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  • @JeremiahHorstick - is this how your integration is working (Data Uploader)? or are you using Zapier? or are you using r 'Live Data Connector' from Smartsheet? a mix? please tell! Would love to get a sense if it works with QB 'Projects' and "Estimates'.

  • @JeremiahHorstick

    Would you be able to elaborate a little more how you integrated the two?

    I work for a logistics company and we are hoping we can send info from smart sheet (i.e Broker name, rate, pickup and dropoff location,etc) to Quickbooks, To create an automated invoice , that from there gets sent to brokers billing dept. Did you create your own software, or did you use an Automation program? Currently I have seen Zapier be the best suggestion and also looked at Tray.IO

    Any suggestions would be greatly appreciated. Thanks!

  • @Andrée Starå Do you know if it is possible to use Zapier or a similiar API (I.E Tray.IO)

    to Automatically create an invoice using data fields from Smart sheets?

    I work for a logistics company and we are hoping we can send info from smart sheet (i.e Broker name, rate, pickup and dropoff location,etc) to Quickbooks, To create an automated invoice , that from there gets sent to brokers billing dept.

    Any suggestions would be greatly appreciated. Thanks!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Kamil Kwoka

    It depends on which version of Quickbooks you have. Which version are you using?

    Does it have to be automatic, or would it work to have a manual import step?

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    Hi,

    Our solution is utilizing the Smartsheet API

    -Jeremiah

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    @Michael Humenansky

    @Kamil Kwoka

    I have the same question as @Andrée Starå .

    What version of QuickBooks?

    For Desktop I recommend using the CDATA driver which we have implemented with a desktop client, for QBO we use the SS & QBO APIs.

    One of our early attempts we use Zed Axis which is a power tool in conjunction with Smartsheet's Live Data Connector (ODBC data source).

    I can elaborate upon request. They are all great tools depending on your specific use case.

  • @JeremiahHorstick

    Do you offer integrating Quickbooks Desktop with SS as a service? How can I reach you?

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    Hi @Renee Dalrymple. Thanks for you message.

    We do & have delivered both QuickBooks Desktop & QuickBooks Online integration services for a number of different companies.

    We have only delivered tailored solutions to date, but are planning to release a self-service application at scale this year.

    Here's a Smartsheet form you can fill out if you would like to contact me directly:


  • KirstineKirstine ✭✭✭✭✭

    @JeremiahHorstick and @Andrée Starå , are either of you able to tell me how I could export info FROM QuickBooks (UK version) TO Smartsheet?

    At the moment my bookkeeper creates a statement (see screenshot) in QuickBooks, and I create an accompanying letter via 'Generate Documents' in Smartsheet. I'd love to be able to just get the info from QuickBooks (highlighted in the red box) and include the statement in the 'Generate Document' process.


  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    Hi @Kirsten We will have a demo ready in 2 weeks.

  • Hi,

    We are having trouble automating vendor bills from Smartsheet. Can anyone refer me to a Smartsheet expert that can automate this from automate.io app? Thanks!

    Sheila

  • Hi @JeremiahHorstick I want to have high level summary data (related to invoices, POs, etc.) automatically import into Smartsheet from Quickbooks. I see how Zapier can help with this, but do you further details on how it can work with SS API? You mentioned above that you have a demo?

    Thanks ahead for any help.

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    @SummerS Is your question regarding Desktop or Online?

  • JeremiahHorstickJeremiahHorstick ✭✭✭✭✭

    @SummerS We install a remote connector on the QB machine and send the data up to Smartsheet through our secure integration server. We provide aggregation on our server or use standard QB report aggregation straight from QB.

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