Quickbooks & Smartsheet
评论
-
@JeremiahHorstick-这是你的集成工作(数据上传器)?还是你在用Zapier?还是使用Smartsheet的“实时数据连接器”?混合吗?请告诉!我很想知道它是否适用于QB“项目”和“估算”。
-
卡米尔Kwoka ✭
你能详细说明一下你是如何将两者结合起来的吗?
我在一家物流公司工作,我们希望我们可以将信息从智能表(即经纪人名称,费率,取货和交货地点等)发送到Quickbooks,以创建自动发票,从那里发送到经纪人计费部门。您是创建自己的软件,还是使用自动化程序?目前我认为Zapier是最好的人选,同时也考虑了Tray。IO
任何建议都将非常感谢。谢谢!
-
卡米尔Kwoka ✭
@Andree Stara你知道是否可以使用Zapier或类似的API(例如Tray.IO)吗?
使用智能表格中的数据字段自动创建发票?
我在一家物流公司工作,我们希望我们可以将信息从智能表(即经纪人名称,费率,取货和交货地点等)发送到Quickbooks,以创建自动发票,从那里发送到经纪人计费部门。
任何建议都将非常感谢。谢谢!
-
她名叫Stara ✭✭✭✭✭✭
这取决于你使用的是哪个版本的Quickbooks。你用的是哪个版本?
它是否必须是自动的,或者是否可以使用手动导入步骤?
注意安全,祝你度过美好的一周!
最好的
✅我的帖子是否帮助或回答了你的问题或解决了你的问题?请帮助社区将其标记为可接受的答案/有用的。这将使其他人更容易找到解决方案或帮助回答!
智能表专家顾问兼合伙人
W:www.workbold.com| E:(电子邮件保护)| p: +46 (0) - 72 - 510 99 35
请随时与我联系,了解有关Smartsheet,集成,一般工作流建议或其他方面的帮助。
-
JeremiahHorstick ✭✭✭✭✭✭
你好,
我们的解决方案是利用Smartsheet API
耶利米
-
JeremiahHorstick ✭✭✭✭✭✭
我也有同样的问题@Andree Stara。
QuickBooks的哪个版本?
对于桌面,我建议使用CDATA驱动程序,我们已经用桌面客户端实现了,对于QBO,我们使用SS和QBO api。
我们早期的尝试之一是使用Zed Axis,这是一个与Smartsheet的实时数据连接器(ODBC数据源)结合使用的强大工具。
我可以根据要求详细说明。根据您的具体用例,它们都是很好的工具。
-
你提供集成Quickbooks桌面与SS的服务吗?我怎样才能找到你?
-
JeremiahHorstick ✭✭✭✭✭✭
嗨@Renee Dalrymple。谢谢你的留言。
我们已经为许多不同的公司提供了QuickBooks桌面和QuickBooks在线集成服务。
到目前为止,我们只交付了量身定制的解决方案,但计划在今年大规模发布自助服务应用程序。
如果您想直接联系我,请填写以下表格:
-
给 ✭✭✭✭✭✭
@JeremiahHorstick和@Andree Stara,你们谁能告诉我如何从QuickBooks(英国版)导出信息到Smartsheet?
目前,我的记账员在QuickBooks中创建了一个报表(见截图),我通过Smartsheet中的“生成文档”创建了一个附带的信件。我希望能够从QuickBooks(红色框中突出显示)获取信息,并将语句包含在“生成文档”过程中。
-
JeremiahHorstick ✭✭✭✭✭✭
嗨@Kirsten我们将在两周内准备好一个演示。
-
希拉•L。 ✭
你好,
我们在自动处理Smartsheet的供应商账单方面遇到了麻烦。谁能给我介绍一个智能表专家,可以自动化这个自动化。io程序?谢谢!
希拉
-
萨默斯 ✭
嗨@JeremiahHorstick我想要高级汇总数据(与发票、POs等相关)自动从Quickbooks导入到Smartsheet。我看到了Zapier如何在这方面提供帮助,但是你能进一步详细说明它如何与SS API一起工作吗?你在上面提到你有一个演示?
提前感谢任何帮助。
-
JeremiahHorstick ✭✭✭✭✭✭
@SummerS你的问题是关于桌面还是在线?
-
萨默斯 ✭
桌面
-
JeremiahHorstick ✭✭✭✭✭✭
@SummerS我们在QB机器上安装一个远程连接器,并通过我们的安全集成服务器将数据发送到Smartsheet。我们在服务器上提供聚合,或者直接从QB中使用标准的QB报告聚合。
类别
I hope you're well and safe!<\/p>
Yes, that's correct! <\/p>
I hope that helps!<\/p>
Be safe, and have a fantastic week!<\/p>
Best,<\/p>
Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-14 15:58:18","updateUser":{"userID":153491,"name":"mraskinski_39","url":"https:\/\/community.smartsheet.com\/profile\/mraskinski_39","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2022-11-14T15:57:35+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":265,"urlcode":"Reports","name":"Reports"}]},{"discussionID":97544,"type":"question","name":"How do I automate Smartsheet API \"get_sheet\" function to go through a list of sheets and save data?","excerpt":"Hi, I'm currently creating a catalogue of all sheets in a workspace using the \"get_sheet\" function. The data I'm collecting (crossSheetReferences, cellLinkIn, LinksOut) can only be found within the \"get_sheet\" function. I have a list of sheet ID's (sheet_list) that I use for collecting data. My code (python) looks like…","categoryID":320,"dateInserted":"2022-11-09T14:00:55+00:00","dateUpdated":"2022-11-09T14:03:04+00:00","dateLastComment":"2022-11-09T16:37:29+00:00","insertUserID":153632,"insertUser":{"userID":153632,"name":"J.Greene","url":"https:\/\/community.smartsheet.com\/profile\/J.Greene","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3_qKeah38cvkR_z_nKFWzkdaHbUfvNXkyD8Vex=s96-c","dateLastActive":"2022-11-10T10:31:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":153632,"lastUserID":153632,"lastUser":{"userID":153632,"name":"J.Greene","url":"https:\/\/community.smartsheet.com\/profile\/J.Greene","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3_qKeah38cvkR_z_nKFWzkdaHbUfvNXkyD8Vex=s96-c","dateLastActive":"2022-11-10T10:31:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":34,"score":null,"hot":3336015504,"url":"https:\/\/community.smartsheet.com\/discussion\/97544\/how-do-i-automate-smartsheet-api-get-sheet-function-to-go-through-a-list-of-sheets-and-save-data","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97544\/how-do-i-automate-smartsheet-api-get-sheet-function-to-go-through-a-list-of-sheets-and-save-data","format":"Rich","tagIDs":[227],"lastPost":{"discussionID":97544,"commentID":350542,"name":"Re: How do I automate Smartsheet API \"get_sheet\" function to go through a list of sheets and save data?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/350542#Comment_350542","dateInserted":"2022-11-09T16:37:29+00:00","insertUserID":153632,"insertUser":{"userID":153632,"name":"J.Greene","url":"https:\/\/community.smartsheet.com\/profile\/J.Greene","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3_qKeah38cvkR_z_nKFWzkdaHbUfvNXkyD8Vex=s96-c","dateLastActive":"2022-11-10T10:31:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-10T10:32:07+00:00","dateAnswered":"2022-11-09T14:31:39+00:00","acceptedAnswers":[{"commentID":350498,"body":" I'm not familiar with Python, but if that's your code I would guess that your saving over the response variable each time you go through your loop. Meaning the last sheet that you get_sheet on, is the only one in the response variable. <\/p> If that's the case, I think you would need to add the response variable to some kind of a collection\/array after each call.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question","log":{"dateUpdated":"2022-11-10 10:32:07","updateUser":{"userID":153632,"name":"J.Greene","url":"https:\/\/community.smartsheet.com\/profile\/J.Greene","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu3_qKeah38cvkR_z_nKFWzkdaHbUfvNXkyD8Vex=s96-c","dateLastActive":"2022-11-10T10:31:56+00:00","banned":0,"punished":0,"private":false,"label":"✭"}}},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"API Developers","name":"API and Developers"}]},{"discussionID":97357,"type":"question","name":"In 10,000ft\/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)","excerpt":"Is there a way to get a full report in an automated fashion? By full report, I mean when you go to rm.smartsheet.com\/report, and click \"Run Report\" or \"Request Underlying Data\" and you get back a full csv. (format doesn't matter, csv or json formats are both fine). I would like to download the report automatically on a…","categoryID":320,"dateInserted":"2022-11-03T22:21:30+00:00","dateUpdated":"2022-11-09T19:58:12+00:00","dateLastComment":"2022-11-09T18:22:06+00:00","insertUserID":154548,"insertUser":{"userID":154548,"name":"Steve Chang","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Steve%20Chang","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/ALm5wu0zfEGfu8UQWUd1TwYXu_cVDWZ6cFleT6Jb_7MH=s96-c","dateLastActive":"2022-11-11T18:27:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/T4YLN045Q7TF\/n81H11L2YPG9T.jpg","dateLastActive":"2022-11-14T16:03:07+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":60,"score":null,"hot":3335534016,"url":"https:\/\/community.smartsheet.com\/discussion\/97357\/in-10-000ft-resourcemanagement-how-can-i-get-full-reports-in-an-automated-way-api-or-otherwise","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/97357\/in-10-000ft-resourcemanagement-how-can-i-get-full-reports-in-an-automated-way-api-or-otherwise","format":"Rich","tagIDs":[227,277,278,468],"lastPost":{"discussionID":97357,"commentID":350582,"name":"Re: In 10,000ft\/ResourceManagement - How can I get full reports in an automated way? (api or otherwise)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/350582#Comment_350582","dateInserted":"2022-11-09T18:22:06+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/T4YLN045Q7TF\/n81H11L2YPG9T.jpg","dateLastActive":"2022-11-14T16:03:07+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/TI6MU0062U61\/screen-shot-2022-11-03-at-3-20-04-pm.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screen Shot 2022-11-03 at 3.20.04 PM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2022-11-09T18:49:54+00:00","dateAnswered":"2022-11-09T18:22:06+00:00","acceptedAnswers":[{"commentID":350582,"body":"