← Back to integrations
QuickBooks
monday

Quickbooks and Monday Integration

Seamlessly connect QuickBooks with monday.com to streamline your financial workflows and project management in one unified platform.

Get StartedSee Ayudo in action

Explore Triggers and Actions

Triggers
(
0
)
Events that start automations (reorder apps to see more triggers)
Actions
(
0
)
Steps your automation takes in response (reorder apps to see more 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 Board
Creates a new board.
Create Column
Creates a column.
Create Group
Creates a new group in a specific board.
Create Subitem
Creates a subitem.
Create Item
Creates an item.
Create an Update
Creates a new update.
Get Column Values
Return values of specific column(s) for a board item.
Get Items By Column Value
Searches a column for items matching a value.
Update Item Name
Update an item's name.

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

Automate Item Creation Process
Effortlessly sync new items between platforms.
Accelerate Item Creation Process
Automatically create items when new ones are added.
Automate Item Creation
Streamline item management for maximum productivity.
Automatically Rename New Items
Instantly update item names with new entries in your system.
Streamlined Item Updates Management
Automatically track updates and fetch relevant data efficiently.
Streamline Item Management
Automate subitem creation with every item update.
Synchronize Item Names Dynamically
Automatically update item names when new items are created.
Effortless Subitem Creation
Automatically generate subitems for every new task.
Effortless Item Value Retrieval
Quickly retrieve items based on specific column values.

What can Ayudo do with Quickbooks and Monday?

The QuickBooks and monday.com integration empowers teams to synchronize accounting data with project tasks, automate invoice tracking, and gain real-time financial insights directly within monday.com. This integration eliminates manual data entry, reduces errors, and enhances collaboration between finance and operations teams, helping your business stay organized and efficient.

Connect
QuickBooks
and
monday
to streamline your company's workflows, automate tasks, and boost productivity.
Contact Sales

Frequently asked questions

What features does the QuickBooks and monday.com integration offer?

This integration allows you to automatically sync invoices, payments, and customer data from QuickBooks into monday.com boards, track financial statuses alongside project progress, and set up automated notifications for payment reminders and approvals.

How do I connect QuickBooks to monday.com?

You can connect QuickBooks to monday.com by navigating to the monday.com Apps Marketplace, selecting the QuickBooks integration, and following the authentication prompts to securely link your QuickBooks account with your monday.com workspace.

Is my financial data secure when using this integration?

Yes, both QuickBooks and monday.com use industry-standard encryption and security protocols to protect your data. The integration follows strict authentication methods to ensure your financial information remains safe and confidential.

Can I customize which QuickBooks data syncs with monday.com?

Absolutely. The integration provides customizable settings that let you choose which types of data—such as invoices, payments, or customer details—are synced and how they are displayed within your monday.com boards.

Does this integration support multiple QuickBooks accounts?

Currently, the integration supports connecting one QuickBooks account per monday.com workspace. For managing multiple accounts, you may need to set up separate integrations or workspaces.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

Schedule a Demo
Resources
IntegrationsBlogWorkflow Gallery
Guides
AI Customer ServiceAI ChatbotAI HelpdeskAI Knowledge BaseAI Customer Service AgentHelpdesk SoftwareTicketing System Software
Alternatives
DecagonFreshdeskZendesk
About
About UsTeamContact UsPricing
Legal
Privacy PolicyTerms of ServiceCookie Policy

© Copyright 2026. All Rights Reserved.