Transfer QuickBooks Yearly Financial Summaries to Smartsheet
Easily access your yearly financial summaries by transferring them from QuickBooks to Smartsheet. This automation helps in maintaining comprehensive financial records, making year-end reviews and audits simpler.
New Yearly Summary
Triggers when a new yearly financial summary is available.
Add to Smartsheet
Adds the new financial summary to your specified Smartsheet.
See more QuickBooks to Smartsheet integrations or use AI to customize your automation.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Transfer QuickBooks yearly financial summaries to Smartsheet"
Transfer QuickBooks yearly financial summaries to Smartsheet
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
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See what DryMerge can do with QuickBooks + Smartsheet.
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