Asana + QuickBooks Integration | Streamline Project & Accounting Workflows

Explore Triggers and Actions

New Tag Added To Task (Instant)

Trigger new event for each new tag added to a task.

New Workspace Added

Trigger new event each time you add a new workspace/organization.

New Task Assigned in Project (Instant)

Trigger new event each time a task is assigned, reassigned or unassigned.

New Tags added to any task (Instant)

Trigger new event each time a tag is added to any task, optionally filtering by a given set of tags.

New Task Updated In Project (Instant)

Trigger new event for each update to a task.

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Asana and Quickbooks?

The Asana and QuickBooks integration empowers teams to streamline financial tracking and project management by syncing tasks, expenses, and invoices automatically. Keep your accounting up-to-date without switching platforms, reduce manual data entry, and gain real-time insights into project budgets and expenses directly within Asana.

Frequently asked questions

What does the Asana and QuickBooks integration do?

This integration connects your Asana projects with QuickBooks accounting software, allowing automatic syncing of expenses, invoices, and financial data to keep your bookkeeping aligned with project progress.

How do I set up the Asana and QuickBooks integration?

Simply connect your QuickBooks account within Asana’s integration settings, authorize access, and configure which project data you want to sync. The setup process is quick and requires no coding.

Can I track project expenses in real-time using this integration?

Yes, expenses logged in Asana tasks can be automatically synced to QuickBooks, giving you real-time visibility into project costs and budgets without manual updates.

Is my financial data secure when using this integration?

Absolutely. The integration uses secure, encrypted connections and adheres to industry-standard data protection protocols to keep your financial and project data safe.

Does this integration support multiple QuickBooks accounts or companies?

Currently, the integration supports connecting one QuickBooks account per Asana workspace, but you can manage multiple workspaces to handle different companies or accounts.

Asana and Quickbooks Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Asana and Quickbooks?

Frequently asked questions

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