monday.com + QuickBooks Integration | Streamline Your Project & Accounting Workflow

Explore Triggers and Actions

Sub-Item Column Value Updated (Instant)

Trigger new event when any sub-item column changes.

Sub-Item Name Updated (Instant)

Trigger new event when a sub-item name changes.

Name Updated (Instant)

Trigger new event when an item's name is updated.

New Board Created

Trigger new event when a board is created in Monday.

New Item Created (Instant)

Trigger new event when a new item is added to a board.

New Sub-Item Update (Instant)

Trigger new event when an update is posted in sub-items.

New Sub-Item Created (Instant)

Trigger new event when a sub-item is created.

Sub-Item Column Value Updated (Instant)

Trigger new event when any sub-item column changes.

Sub-Item Name Updated (Instant)

Trigger new event when a sub-item name changes.

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 Monday and Quickbooks?

The monday.com and QuickBooks integration empowers teams to synchronize project management with accounting processes effortlessly. Automatically sync invoices, track expenses, and update financial records directly from your monday.com boards. This integration eliminates manual data entry, reduces errors, and provides real-time visibility into your project's financial health, enabling smarter business decisions and streamlined operations.

Frequently asked questions

What does the monday.com and QuickBooks integration do?

It connects your monday.com project management workflows with QuickBooks accounting software, allowing automatic syncing of invoices, expenses, and payment statuses to keep your financial data up to date without manual input.

How can I set up the integration between monday.com and QuickBooks?

You can set up the integration by navigating to the monday.com Integrations Center, selecting QuickBooks, and following the step-by-step authorization and configuration process to connect your accounts and customize your sync preferences.

Can I sync invoices and payments automatically?

Yes, the integration allows you to automatically create and update invoices in QuickBooks based on your monday.com board data, and track payment statuses in real time to keep your financials accurate and current.

Is my financial data secure when using this integration?

Absolutely. Both monday.com and QuickBooks use industry-standard encryption and security protocols to ensure your data is protected during transfer and storage, maintaining your privacy and compliance requirements.

Does this integration support multiple QuickBooks accounts or companies?

Currently, the integration supports connecting one QuickBooks account per monday.com workspace, but you can set up multiple integrations if you manage multiple companies or accounts separately.

Monday and Quickbooks Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Monday and Quickbooks?

Frequently asked questions

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