Smartsheet Integration with Quickbooks
Currently, the company uses Quickbooks Desktop Enterprise. Does anyone know if Smartsheet integrates with that particular version? At some point, I believe a transition will happen into the cloud/online version, but for now the desktop version is what I have to work with.
Are there topics or instructions available on how to pull financials from Quickbooks into Smartsheet? This is new to me, so I am not sure how I would do it.
I want to create a projections sheet for projects as far as budgets, in which I get the actual updated information from Quickbooks, and then it loads onto the sheet.
Answers
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Hi @Josh Stoner
I hope you're well and safe!
Do you have access to the Premium App, Data Shuttle?
If not, Is it an option?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Andree,
Apologize for the delay in response. I'm still learning all of this. Do you mean the premium app as in Smartsheet? I'm not sure what our plan is, I believe it is the business plan? What is Data Shuttle? I do not have a background in IT, so I'm not familiar with what those are.
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See my response above. My apologies on forgetting the "@"
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