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Track Expenses in QuickBooks from Spreadsheet

Track Expenses in QuickBooks from Spreadsheet

Relay.app screenshot of: Track Expenses in QuickBooks from Spreadsheet

Relay.app screenshot of: Track Expenses in QuickBooks from Spreadsheet

Majed Abukhater

Owner

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

QuickBooks Online

Steps in this workflow

1

Trigger: New row added

2

Step 2: Wait for a time

3

Step 3: Find account(s)

4

Step 4: Find vendor(s)

5

Step 5: Create expense

6

Step 6: Update row

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

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