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Updating QuickBooks Online from SharePoint and Excel: A generic solution


I am trying to do something that feels like it  should be simple, but it fails repeatedly

What does work:

  • GOAL: Update customers in QuickBooks Online from, Microsoft Excel
  • I can open a XLSX from SharePoint using the Microsoft Excel App - I then read each row and update QuickBooks
    • I need to provide the file name - I select it
    • I need to provide the Sheet name - I select it

What does not work:

  • GOAL: Again I want to update customers in QuickBooks online, but now I want to create a generic solution so my IT team can dump a XLSX file of all the latest transaction in a SharePoint folder once a week and the system will auto update QuickBooks
  • I use the SharePoint App to find the latest file in a SharePoint folder (this works).
    • The app returns a bunch of properties
  • I then check to ensure that the file ends in XLSX (this works)
  • Now I cannot proceed - How can I:
    • Find the sheet names in the XLSX file? (I know they will all be “Sheet1” but I cannot simply enter the sheet name)
    • How do I open the file identified in the SharePoint App above to the Microsoft Excel app so that it can open the file and make the QuickBooks updates (as I did above)?

This feels like it should be easy, but I am really struggling to get this to work. I am not sure which property to pass I think it is the linking URL - but I get messages: Failed to create a request in Webhooks by Zapier
403 FORBIDDEN (HTTP Status Code: 403)

It does not seem possible to pass variables to the Microsoft Excel app. Do I have to somehow first import the XLSX for Zapier?

I am not super technical so any detail help would be appreciated.

 

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