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Question

How do I push financial transactions from Google Sheets to JobTread?

  • March 3, 2025
  • 1 reply
  • 17 views
F

I have been doing my bookkeeping in Google Sheets for years and don’t want to switch it. 

After I have started using JobTread recently I want to upload my transactions from said Google Sheet to JobTread in order to run my jobs’ budget there. I don’t seem to be able to do it with Zap, unless I just upload it daily through a CSV file.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • March 3, 2025

Welcome, ​@FreshBathRemodel. Thanks for joining the Community here! 🎉

I had a look at the available actions for the JobTread app but I couldn’t see any sort of ‘Create Transaction’ type of action there. So I’d suggest contacting our Support team to submit a new feature request for that to be added. You can do that here: https://zapier.com/app/get-help. The feature request will be shared with the JobTread app’s developers through our internal tracking tool to flag that this functionality is needed.

In the meantime, it looks like JobTread has a Query API action. It’s an advanced action, but seems like it would allow you to make a call to their API. Perhaps you could use that action to add new transactions?

Hope that helps to get you pointed in the right direction. If you give it a try and have any success, let us know!

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