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I want to send profit and loss line items to cells ( a dashboard report)  in Excel.  

What zaps would I use to do this?

 

Hi ​@angiestead,

 

Welcome to the Community.

 

To automate sending profit and loss line items to a Microsoft Excel dashboard using Zapier. You may set up a trigger from your accounting software (for example, QuickBooks or Xero) for new transactions or line items. Use Microsoft Excel as the action app, selecting "Create" or "Update Spreadsheet Row," and map fields like transaction amount and date to the corresponding Excel columns. Customization depends on your apps and data, and a premium Zapier account may be needed for multi-step Zaps.

 

I hope this information helps you build your Zap. Let us know if you have any further questions.

Hi ​@angiestead 👋

Just wanted to check in to see how you’re getting on—did Jammer’s reply here help to get you started?

Happy to assist further if you’ve got stuck at all in setting things up, just let us know! 🙂

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