Track Expenses in QuickBooks from Spreadsheet

Created by
Majed Abukhater
Majed Abukhater
Owner
Relay.app screenshot of: Track Expenses in QuickBooks from Spreadsheet
Relay.app screenshot of: Track Expenses in QuickBooks from Spreadsheet

Steps in this workflow

1
Google Sheets logo
Trigger: New row added
2
Relay.app logo
Step 2: Wait for a time
3
QuickBooks Online logo
Step 3: Find account(s)
4
QuickBooks Online logo
Step 4: Find vendor(s)
5
QuickBooks Online logo
Step 5: Create expense
6
Google Sheets logo
Step 6: Update row

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

1
Google Sheets logo
Trigger: New row added
Relay.app screenshot of: Trigger
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
2
Relay.app logo
Step 2: Wait for a time
Relay.app screenshot of: Step 2: Step 2: Wait for a time
Documentation
descriptionActions 101
Author picture (Majed Abukhater)

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