Track Expenses in QuickBooks from Spreadsheet

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Majed Abukhater

Owner

I use Relay.app with QuickBooks and Google Sheets to track my business expenses.

QuickBooks Online

Google Sheets

Steps in this workflow

Trigger: New row added

Step 2: Wait for a time

Step 3: Find account(s)

Step 4: Find vendor(s)

Step 5: Create expense

Step 6: Update row

How it works

Trigger: New row added

App Google Sheets

Trigger Trigger: New row added

Every workflow starts with a trigger. When the triggering action is detected, usually an action in another app, a new run of the workflow is kicked off.

Documentation

descriptionTriggers 101

smart_displayHow To Set Up A Trigger - Tutorial

Step 2: Wait for a time

Documentation

descriptionActions 101

Step 3: Find account(s)

AppQuickBooks Online

Documentation

descriptionActions 101

Step 4: Find vendor(s)

AppQuickBooks Online

Documentation

descriptionActions 101

Step 5: Create expense

AppQuickBooks Online

Documentation

descriptionActions 101

Step 6: Update row

AppGoogle Sheets

Documentation

descriptionActions 101

I'm a CFO and entrepreneur and I own several small businesses. I use Relay.app to automate expense entries from Google Sheets into QuickBooks.

Where things get a little tricky is that for some of my personal expenses, I can expense some portion of it to the business but not all of it. For example, monthly Internet costs from my home. I'm able to set up the correct percentages in Google Sheets and then use Relay.app to automate entering the expenses in QuickBooks.

It's important to me to have confidence that my automations are running properly so I set up a confirmation step where Relay.app writes to a column in the spreadsheet once the expense is entered successfully.

While other automation tools have been around for longer so they have more integrations, I've found that Relay.app is better.

Majed Abukhater

Owner