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  • Can I loop in Excel, verify invoice status in QuickBooks Online, increment new numbers by one or add unsent items?
Question

Can I loop in Excel, verify invoice status in QuickBooks Online, increment new numbers by one or add unsent items?

  • 21 June 2023
  • 7 replies
  • 55 views
Santeri
Userlevel 1
Badge +1

Hi,

For multiple reasons I want to check if a invoice is sent or not in quickbooks. Since I can’t seem to check all the active invoices, I decided to paste the invoice numbers into a excel sheet. Now everytime the automation starts I want to loop that excel and get the last row of the sheet and see if that invoice is sent in quickbooks or not. If sent create a new invoice number with an increment of 1. If not sent add this item to the invoice. Anyone can help me out on here. I can’t get the hang to loop the excel sheet.

⚡Automation Consultant @ zapman.io⚡
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Santeri 

Good question.

Can you clarify if you are trying to loop thru all the rows in Excel or only the last row?

What will trigger the automation? (Zap trigger step)

 

Related topics:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Santeri
Userlevel 1
Badge +1

Hi @Santeri 

Good question.

Can you clarify if you are trying to loop thru all the rows in Excel or only the last row?

 

Related topics:

 

Well I just want to get the data from the last row. 

⚡Automation Consultant @ zapman.io⚡
Troy Tessalone
Userlevel 7
Badge +14

@Santeri

What will trigger the automation? (Zap trigger step)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Santeri
Userlevel 1
Badge +1

Updated task in Asana

⚡Automation Consultant @ zapman.io⚡
Troy Tessalone
Userlevel 7
Badge +14

@Santeri 

Still not fully clear on what you are trying to do.

Perhaps you can outline specific examples for us to have more context.

 

If you are simply trying to increment a value, then use the Storage app:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Santeri
Userlevel 1
Badge +1

@Santeri

Still not fully clear on what you are trying to do.

Perhaps you can outline specific examples for us to have more context.

 

If you are simply trying to increment a value, then use the Storage app:

 

I might have found a way to get the results using GSheet instead of Excel. Thanks Troy!

⚡Automation Consultant @ zapman.io⚡
christina.d
Userlevel 7
Badge +9

Awesome, thanks for coming back to update the thread! 🙂

If you’re interested in sharing the solution, we’d love to hear about it!

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