monday
QuickBooks

Track New Board Items

Seamlessly connect your workflow. Instantly react to new items on your board. Enhance productivity with swift information retrieval.

When this happens...

New Item Created (Instant)
Trigger new event when a new item is added to a board.

-

automatically do this!

Search Items
Searches for items.

Explore Triggers and Actions

New Board Created
Trigger new event when a board is created in Monday.
Column Value Updated (Instant)
Trigger new event when a column value is updated on a board.
Name Updated (Instant)
Trigger new event when an item's name is updated.
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.
New User Created
Trigger new event when a new user is created in Monday.
Specific Column Updated (Instant)
Trigger new event when a value in the specified column is updated.
Column Value Updated (Instant)
Trigger new event when a column value is updated on a board.
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.

About the apps

Learn more about

monday

and

QuickBooks

, and how they work together to automate your workflows.

About

monday

monday.com is essential for support teams, streamlining project management and improving customer communication and service delivery.

Similar integrations
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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations
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Why

monday

+

QuickBooks

= Perfect Match

Integrating Monday with Quickbooks allows for a streamlined process where every new item created in your Monday board triggers a search in Quickbooks. This connection reduces the time spent manually checking for related items, thus facilitating quicker decision-making and improving overall efficiency in customer support workflows. With less manual intervention, your teams can focus on resolution and enhance customer satisfaction by leveraging accurate and timely information.

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