The Scenario
It's two days before the board meeting and your finance analyst has just been asked to reconcile all Q4 refunds against the revenue figures in the board deck. The refund data lives in Quaderno as credit notes, but the only version in the workbook is a stale export from October. Someone needs to pull a fresh list of every credit note issued between October and December — with the original invoice reference — and get it into the Excel workbook so the reconciliation can happen.
That someone is you, and the board meeting is Thursday.
The bad version:
- Log into Quaderno, navigate to credit notes, set the date filter to October 1 through December 31, start paging through the results
- Quaderno shows 25 per page — you're on page 4 of 6 when you realize you can only export the full list as a CSV, not paste it directly into the workbook
- Export the CSV, open it, discover the column order doesn't match what the board deck Reconciliation worksheet expects, manually reorder six columns, delete two you don't need, then paste the result in
You were asked to do analysis. You've spent 45 minutes reformatting CSV exports.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can fetch Quaderno credit notes for a date range and land them directly in the worksheet you specify.
Fetch all credit notes from Quaderno for the past 90 days and paste them into this Excel sheet with columns for contact name, credit note number, amount, currency, and status
What You Get
- Every credit note in the date range lands in the worksheet with the columns in the order you specified
- The original invoice reference is included if you ask for it, so you can cross-reference against the revenue rows in the board deck
- Amounts are written as numbers so your SUM formula at the bottom of the column works immediately
- The fetch paginates through all pages of Quaderno's results — no manual page-by-page export
What If the Data Is Not Quite Ready
I need a specific date range rather than the past 90 days
List all Quaderno credit notes from October through December 2024 and write credit note number, contact name, issue date, amount, and original invoice reference into the Q4 Refunds worksheet
I need to split the credit notes by currency for a multi-currency reconciliation
Fetch all Quaderno credit notes from Q4 2024 — put USD credit notes in the USD Refunds worksheet and EUR credit notes in the EUR Refunds worksheet, each with columns for credit note number, contact name, date, amount, and original invoice reference
I only want credit notes above a certain amount — small adjustments below 10 USD are noise
Fetch all Quaderno credit notes from Q4 2024 where the amount is greater than 10 and write credit note number, contact name, date, and amount into the Q4 Refunds worksheet
Pull all credit notes, cross-reference against revenue rows, and compute net revenue in one pass
Fetch all Quaderno credit notes from Q4 2024 and write credit note number, contact name, date, amount, and original invoice reference into the Q4 Refunds worksheet; then for each row, find the matching invoice in column A of the Revenue worksheet and write the original invoice gross amount to column F; then compute net revenue (sum of invoice gross amounts minus sum of credit note amounts) and write it to cell H1
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your Q4 reconciliation is staged, then ask it to pull the credit notes from Quaderno before Thursday's board meeting. Also see: pulling the full invoice report into an Excel workbook, and the hub overview of all Quaderno connection methods.