The Scenario
Month-end close is tomorrow and the bookkeeper is trying to reconcile last month's deposits. She needs every RepairShopr payment from the past 30 days — amount, method, customer name, and the invoice it's linked to — in a Google Sheet so she can match them against the bank statement line by line. The bank statement is already in the sheet. The RepairShopr payments are not.
The bad version:
- Open RepairShopr. Navigate to Payments. Set the date filter to the past 30 days. Export to CSV.
- Open the CSV in Sheets. Find that customer name exported as a customer ID, and the invoice number exported as an invoice ID — neither of which matches anything on the bank statement.
- Go back into RepairShopr to look up the actual customer name for ID 4821. Repeat for each of the 90 payments.
Close doesn't happen tomorrow if the data preparation takes until midnight.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands the reconciliation layout, and through its built-in RepairShopr integration it can pull all payments from the past 30 days with resolved names and invoice numbers — ready to match against the bank statement without further lookup.
Fetch all RepairShopr payments from the last 30 days and write payment amount, method, customer name, and linked invoice number into columns A through D
What You Get
- Column A: payment amount (numeric)
- Column B: payment method (cash, credit, check, etc.)
- Column C: customer name (resolved, not an ID)
- Column D: linked invoice number (resolved, not an ID)
- Payments not linked to an invoice have the linked field left blank, not zero — so the blank is meaningful
What If the Data Is Not Quite Ready
You want customer email instead of name so you can match against your CRM
Export all RepairShopr payment records and list customer email, amount paid, payment date, and payment method in this Google Sheet sorted by date
You only want cash payments for the cash drawer reconciliation
Fetch all RepairShopr payments from the last 30 days where payment method is "Cash" and write customer name, amount, and payment date into columns A through C
Some payments are split across methods and you want to see them as separate rows
Pull all RepairShopr payments from the past 30 days and write one row per payment transaction including amount, method, customer name, date, and linked invoice number — do not aggregate split payments
Full reconciliation setup in one pass: pull payments, sort by date, flag unlinked
Fetch all RepairShopr payments from the last 30 days and write payment date, amount, method, customer name, and linked invoice number into columns A through E sorted by column A ascending; put "NO INVOICE" in column F for any row where column E is empty so unlinked payments are immediately visible
The pattern: one prompt gives you a date-sorted, flagged reconciliation sheet that would otherwise require four separate export-and-cleanup steps.
Try It
Open your month-end reconciliation workbook in Google Sheets and get the 7-day free trial of SheetXAI — ask it to pull last month's RepairShopr payments, sort by date, and flag any that aren't linked to an invoice. For related work, see how to export unpaid invoices for collections or the RepairShopr integration overview.