I’m developing a Softr app for budgeting, investing, and transaction management. I want to enable users to upload files containing their transactions and investments, and I’m considering integrating with QuickBooks for better data linkage. How can I achieve this? Is it possible to upload a CSV file for data input? I also aim to provide budgeting recommendations, tips, and reminders about trade payables and receivables, and generate comprehensive reports similar to Microsoft Access.
Hey there!
Here are some tips or general recommendations that you can follow:
You can try achieving your goal by uploading files through Softr Form blocks and using tools like Make.com or Zapier as a destination to process CSV files and link with QuickBooks, from this point you can also consider setting other automations to trigger reminders or notifications.
Also considering storing data in Airtable or a similar backend will help generate reports that can be shared with users through Softr’s dynamic blocks.
Best,