Quickbooks & Smartsheet
评论
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@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”。
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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!
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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!
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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
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JeremiahHorstick ✭✭✭✭✭✭
你好,
我们的解决方案是利用Smartsheet API
耶利米
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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。
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你提供集成Quickbooks桌面与SS的服务吗?我怎样才能找到你?
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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:
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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。
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JeremiahHorstick ✭✭✭✭✭✭
嗨@Kirsten我们将在两周内准备好一个演示。
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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
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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。
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JeremiahHorstick ✭✭✭✭✭✭
@SummerS你的问题是关于桌面还是在线?
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萨默斯 ✭
桌面
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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
See below link:<\/p>
https:\/\/smartsheet.redoc.ly\/tag\/groups#operation\/add-group<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"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-and-developers","name":"API and Developers"},{"tagID":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"}]},{"discussionID":106741,"type":"question","name":"Using the API to get attachment URLs","excerpt":"I have PDF row attachments in a sheet. I need to get a direct URL to the attachment but I can't see a way to do this in the API. Using the GUI to \"send\" the file provides a link - so I'm trying to get something similar through the API. I'm aware that the the URL using the GUI method expires after 30 days. I would prefer…","categoryID":320,"dateInserted":"2023-06-21T22:40:34+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T20:21:40+00:00","insertUserID":150432,"insertUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":150432,"lastUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":27,"score":null,"hot":3374853734,"url":"https:\/\/community.smartsheet.com\/discussion\/106741\/using-the-api-to-get-attachment-urls","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106741\/using-the-api-to-get-attachment-urls","format":"Rich","tagIDs":[227,268],"lastPost":{"discussionID":106741,"commentID":381846,"name":"Re: Using the API to get attachment URLs","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381846#Comment_381846","dateInserted":"2023-06-22T20:21:40+00:00","insertUserID":150432,"insertUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+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":"2023-06-22T20:20:13+00:00","dateAnswered":"2023-06-22T00:36:56+00:00","acceptedAnswers":[{"commentID":381653,"body":"
https:\/\/api.smartsheet.com\/2.0\/sheets\/$Sheet_ID?include=attachments<\/a><\/p>
substituting $Sheet_ID for the sheet ID and get the attachment id for each row<\/p>
https:\/\/api.smartsheet.com\/2.0\/sheets\/$Sheet_ID\/attachments\/$This_Attachment_ID<\/a><\/p>