The Scenario
Quarterly VAT filing is in six days and your accountant just asked for all Q1 invoices reconciled against the bank statement. You have the bank data in one worksheet and an empty Reconciliation worksheet waiting. The Quaderno export you downloaded last week has the wrong date range and a column structure that doesn't match the bank file. You need the right data pulled fresh, in the right shape, directly into the workbook.
The bad version:
- Log into Quaderno, navigate to the invoice report, set the date range to January 1 through March 31, export as CSV
- Open the CSV, discover the column order doesn't match the Reconciliation worksheet, manually reorder the columns
- Paste the reordered data into the Reconciliation worksheet, notice that currency values are formatted as strings with symbols rather than plain numbers, spend 20 minutes stripping the symbols so your SUM formula works
- Realize the export included draft invoices that shouldn't be in the filing, filter those out by hand
VAT filing is not the moment to be discovering that your data pipeline is a sequence of manual CSV reformatting steps.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can call Quaderno's invoice list endpoint and write the results directly into the worksheet structure you specify.
Fetch all paid Quaderno invoices from last month and paste them into the Reconciliation worksheet with columns for invoice date, contact name, gross amount, and tax amount
What You Get
- Every invoice matching the filter lands in the Reconciliation worksheet with the columns in the order you specified
- Gross amounts and tax amounts are written as plain numbers so your formulas work immediately
- The fetch paginates through Quaderno's full result set — no manual page-by-page export
- Draft and void invoices are excluded automatically when you specify "paid"
What If the Data Is Not Quite Ready
I want a specific date range, not just last month
List all Quaderno invoices from January 1 through March 31 2025 and write invoice number, contact name, issue date, gross total, and payment status into the Reconciliation worksheet starting at row 2
I need the report split by currency — USD invoices in one worksheet, EUR in another
Fetch all Quaderno invoices from Q1 2025 — put USD invoices into the USD worksheet with columns for invoice number, contact name, date, and gross amount, and EUR invoices into the EUR worksheet with the same columns
The contact name in Quaderno doesn't match what's in the bank file — I need the contact email too
List all Quaderno invoices from January through March 2025 and write invoice number, contact name, contact email, issue date, gross total, and payment status into the Reconciliation worksheet
Pull the report, flag unmatched rows against the bank data, and compute the VAT total in one prompt
Fetch all paid Quaderno invoices from Q1 2025 and write invoice number, contact name, date, gross amount, and tax amount into the Reconciliation worksheet; then for each row, check if the invoice number appears in column A of the BankData worksheet — if yes write Matched in column F, if no write Unmatched; then compute the sum of all tax amounts and write it to cell H1
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you're staging your quarterly reconciliation, then ask it to pull the invoice range from Quaderno directly into the right worksheet. Also see: pulling credit notes into an Excel workbook, and the hub overview of all Quaderno connection methods.