Skip to main content
Question

Direct CSV to Excel Template

  • January 15, 2020
  • 0 replies
  • 70 views

Hi,

Im starting to get really sick of updating a standard client excel report manually. I was wondering if anyone knew of a way to use a button to have QB automatically import rows into a spreadsheet which feeds the back end of

------------------------------
GMacri
------------------------------

Looks like you didn't finish your thought here, can you please clarify?

------------------------------
Ryan Stanford
------------------------------

Forum|alt.badge.img+15
  • Registered
  • January 20, 2020
G.

Use the Juiced Tech XL Docs tool.

https://www.juicedtech.com/xl-docs

I have clients using it and they love it. 


------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------

Did you ever get an answer to this? I am unable to buy an addon to my company's QuickBase account. I would really like to know how I can do this without having to purchase something.

------------------------------
Tonya Ratliff Garrison
------------------------------