Quickbooks Smartsheet Integration | Sync Quickbooks and Smartsheet | Connect Quickbooks to Smartsheet

Smartsheet is a smartly designed web application that works as online management software. Its multifaceted features help give businesses an innovative way of collaborating on projects and processes in the most optimum way. According to trade reports, this web application is used by around 72 percent of Fortune 500 companies, and so its significance is indomitable. It brings out all benefits of spreadsheets and project management tools into one unique and powerful fusion. This app focuses primarily on collaborative aspects of project management while traditional tools focus more on tasks and schedules. It’s a smarter solution than Microsoft Project as users don’t have to use other means for collaboration.

It is because of the fact that it can scale from a single project to end-to-end work management that helps in connecting business on a no-code, cloud-based platform where users can create any type of IT solution. This software encourages quality teamwork and allows users to work as a team by inviting other team members to collaborate on a sheet. It implies that the entire team can view, edit and perform a variety of other tasks. The users can also enable the setup of automated notifications.

Being a cloud-based software, this software gives users the ability to access this app on many different types of devices. Smartsheet allows its users to invite others to update their sheets and can send team reports, saved in PDF, Excel, and Google Sheets format. It gives users to control the permission levels where users can give access to another person to control files or reports.

Integration of Smartsheets and QuickBooks Online

1. Firstly, users should authenticate their Smartsheets and QuickBooks Online accounts.

2. Thereafter, users should pick any one of the apps as a trigger that can kick off automation.

3. Subsequently, do choose a resulting action from the other app.

4. Finally, users should select the data to be sent from one app to another app.