Cash Flow Automation

MatthewIJScott · ‎August 05, 2020

The new Cash Flow Planner is a huge help for looking ahead into the future and for us replaces a number of spreadsheets. The thing that would really be game changing for us however it to be able to automate some of the data entry.

The only way I can find to add additional predicted transactions is with the 'Add Transaction" button in the planner itself, does anyone know if there is another way of adding predicted transactions using tools such as Zapier etc?

We often have delays in receiving payments from our card processors and this would allow us to predict the effect of these delays without having to make an entry for every day that each processor is used.

Thanks.

katherinejoyceO · ‎August 05, 2020

Hello there, @MatthewIJScott.

Thanks for visiting the Community for assistance. Yes, there is. You can connect Zapier with QuickBooks through a 3rd party app integration ( Zapier will have it's own costs). Let me show you how:

From the left menu, select Apps.
Go to the Find apps tab.
Enter the app name (ZApier) in the search bar, then select it in the Browse category drop-down menu.

For future reference, you'll want to search another third-party apps that work well with QuickBooks by visiting apps.intuit.com.

Let me know if you have additional questions. We're always delighted to help.

View solution in original post

katherinejoyceO · ‎August 05, 2020

Hello there, @MatthewIJScott.

Thanks for visiting the Community for assistance. Yes, there is. You can connect Zapier with QuickBooks through a 3rd party app integration ( Zapier will have it's own costs). Let me show you how:

From the left menu, select Apps.
Go to the Find apps tab.
Enter the app name (ZApier) in the search bar, then select it in the Browse category drop-down menu.

For future reference, you'll want to search another third-party apps that work well with QuickBooks by visiting apps.intuit.com.

Let me know if you have additional questions. We're always delighted to help.

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