Smartsheet Integration with Quickbooks

Josh Stoner

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.

Andrée Starå

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

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Josh Stoner

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.

Josh Stoner

@Andrée Starå

See my response above. My apologies on forgetting the "@"