QuickBooks and Asana Integration

Explore Triggers and Actions

New Customer Updated

Trigger new event when a customer is updated.

New Customer Created

Trigger new event when a new customer is created.

New Employee Created

Trigger new event when a new employee is created.

New Employee Updated

Trigger new event when an employee is updated.

New Invoice Created

Trigger new event when a new invoice is created.

New Invoice Updated

Trigger new event when an invoice is updated.

New Item Created

Trigger new event when a new item is created.

New Item Updated

Trigger new event when an item is updated.

New Purchase Created

Trigger new event when a new purchase is created.

Create Project

Create a new project in a workspace or team.

Add Task To Section

Add a task to a specific, existing section. This will remove the task from other sections of the project.

Create Subtask

Creates a new subtask and adds it to the parent task.

Create Task Comment

Adds a comment to a task.

Create Task

Creates a new task.

Create Task from Template

Creates a new task from a task template.

Delete Task

Deletes a specific and existing task.

Find Task by ID

Searches for a task by id. Returns the complete task record for a single task.

Get Tasks From Task List

Returns the compact list of tasks in a user’s My Tasks list.

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.

Popular App Usecases

Sync Quickbooks Updates to Asana

Automatically sync updated items to relevant tasks.

Automate Task Updates Efficiently

Automatically sync updated items to relevant tasks.

Effortless Subtask Creation

Automatically convert new items into actionable subtasks.

Streamline Task Management Flow

Automatically add tasks when items change.

Automate Task Story Listing

Simplify task management by automating story retrieval.

Streamline Task Management

Automatically remove outdated tasks when items are updated.

Streamline Task Updates

Automatically fetch task stories when items are updated.

Automate Task Creation from Updates

Transform item updates into actionable tasks quickly.

Streamline Task Updates Workflow

Automatically find updated tasks to enhance project efficiency.

What can Ayudo do with Quickbooks and Asana?

Our QuickBooks and Asana integration empowers teams to synchronize financial data with project tasks effortlessly. Automate invoice tracking, expense management, and payment updates directly within Asana, ensuring your projects stay on budget and deadlines are met without switching between platforms.

Frequently asked questions

How does the QuickBooks and Asana integration work?

The integration syncs your QuickBooks financial data with Asana tasks, allowing you to link invoices, expenses, and payment statuses to specific projects and tasks. Updates in QuickBooks automatically reflect in Asana, keeping your team informed in real time.

Can I track invoice statuses within Asana?

Yes, invoice statuses such as sent, paid, or overdue are visible within Asana tasks, enabling your team to monitor financial progress alongside project milestones.

Is my financial data secure when using this integration?

Absolutely. We use industry-standard encryption and comply with strict security protocols to ensure your QuickBooks data remains safe and confidential throughout the integration process.

Do I need technical skills to set up the integration?

No technical expertise is required. Our step-by-step setup guide makes connecting QuickBooks and Asana quick and easy for any user.

Which QuickBooks versions are supported?

The integration supports QuickBooks Online editions. Please ensure your account is active and has API access enabled for seamless connectivity.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Quickbooks and Asana?

Frequently asked questions

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