AccountingBox integration with Microsoft Excel
How to Add rows in Microsoft Excel for new invoice submissions in AccountingBox
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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add rows in Microsoft Excel for new invoice submissions in AccountingBox" 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 AccountingBox integrations
AccountingBox actions
Nekton can use any feature that is available in AccountingBox API.
Using our advanced AI, you can easily create custom automations for AccountingBox.
Here are some typical actions you can do in your automated workflows.
Invoice Submitted
Triggers when a new invoice is submitted on our web application.
About AccountingBox
AccountingBox is a modern business management system that provides accounting services and businesses with effective business monitoring and easy collaboration. It also includes an intelligent system for automatic data capture and virtual business assistance.