Smartsheet Integration with Quickbooks

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Josh Stoner
Josh Stoner ✭✭
edited 06/20/22 in Smartsheet Basics

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.

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