AccountEdge integration with Google Sheets
How to Store new sales invoices in AccountEdge in Google Sheets rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Store new sales invoices in AccountEdge in Google Sheets rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AccountEdge integrations
AccountEdge actions
Nekton can use any feature that is available in AccountEdge API.
Using our advanced AI, you can easily create custom automations for AccountEdge.
Here are some typical actions you can do in your automated workflows.
Create Vendor
Creates a Vendor.
Update Vendor
Update a Vendor
Create Customer
Creates a Customer
Update Customer
Update a Customer
Customer
Triggers when a new customer is created.
Purchase Order
Triggers when a new purchase order is created.
About AccountEdge
AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.