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 tab and an empty Reconciliation tab 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 sheet.
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 in a separate workbook, discover the column order doesn't match the Reconciliation tab, manually reorder the columns
- Paste the reordered data into the Reconciliation tab, notice that the currency column has values like "USD" in some rows and "$" in others, spend 20 minutes normalizing it
- 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 Google Sheet that can call Quaderno's invoice list endpoint and write the results directly into your sheet in the column structure you specify.
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 tab starting at row 2
What You Get
- Every invoice within the date range lands in the Reconciliation tab with the columns in the order you specified
- Gross totals are written as numbers, not formatted currency strings, so your SUM formulas work immediately
- Draft and void invoices can be excluded if you add that condition to the prompt
- The fetch paginates through Quaderno's API automatically — no 100-row cap on the first page
What If the Data Is Not Quite Ready
I only want paid invoices, not outstanding ones
List all paid Quaderno invoices from January 1 through March 31 2025 and write invoice number, contact name, issue date, gross total, and tax amount into the Reconciliation tab
I need the report split by currency — USD invoices in one tab, EUR in another
Fetch all Quaderno invoices from Q1 2025 — put USD invoices into the USD tab with columns for invoice number, contact name, date, and gross amount, and EUR invoices into the EUR tab 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 tab
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 tab; then for each row, check if the invoice number appears in column A of the BankData tab — 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
Running the pull, the match check, and the sum calculation in one prompt means the reconciliation sheet is ready for review, not just populated with raw data.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you're staging your quarterly reconciliation, then ask it to pull the invoice range from Quaderno directly into the right tab. Also see: pulling credit notes into a sheet, and the hub overview of all Quaderno connection methods.