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How Zapier works

Zapier makes it easy to integrate Asana with QuickBooks Online - no code necessary. See how you can get setup in minutes.

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Asana
Asana logo
Asana
1. Choose trigger event
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QuickBooks Online
QuickBooks Online logo
QuickBooks Online
2. Choose action
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1. Select the event
Setup
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Asana
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Task" from Asana.

Add your action

An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.

You’re connected!

Zapier seamlessly connects Asana and QuickBooks Online, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Workspace
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      Required
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    • Workspace
    • Project
      Required
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    Instant
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    • Project
      Required
    • Task
    • Workspace
    Trigger
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    • Workspace
    • Project
      Required
    Trigger
    Instant
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    • Workspace
    • Project
      Required
    Trigger
    Instant
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    • Workspace
    Trigger
    Instant
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    • Workspace
    • Project
      Required
    Trigger
    Instant
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Practical ways you can use Asana and QuickBooks Online

Track invoice payments in Asana

When an invoice is marked as paid in QuickBooks Online, Zapier can automatically create a task or update an existing one in Asana to track payment confirmation. This ensures that the team is always up-to-date on financial transactions and reduces miscommunication, improving cash flow visibility.

Business Owner
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Log marketing expenses in QuickBooks Online

When a marketing-related task is completed in Asana, Zapier can create a corresponding expense in QuickBooks Online. This ensures that all marketing costs are tracked accurately, preventing budget overruns and increasing expense management efficiency.

Marketing & Marketing Ops
Track task completion in QuickBooks Online

When a task is marked as completed in Asana, Zapier can log it as a record in QuickBooks Online to document the time spent or expenses related to the task. This simplifies project accounting and keeps financial records aligned with team progress, saving time on manual updates.

Project Management

Learn how to automate Asana on the Zapier blog

Learn how to automate QuickBooks Online on the Zapier blog

Make work flow with AI

Level up your Asana to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Asana + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and QuickBooks Online

What is involved in setting up an integration between Asana and QuickBooks Online?

Setting up integration between Asana and QuickBooks Online typically involves selecting specific triggers and actions that will allow the two applications to work together. For instance, you can set a trigger for a task completion in Asana to create an invoice in QuickBooks Online automatically. We streamline the process by guiding you through mapping these triggers and actions in our system.

Can I customize the data that gets transferred from Asana to QuickBooks Online?

Yes, you can customize the data transfer by choosing what information should be mapped between Asana and QuickBooks Online. You can set triggers to push specific task details, like project name or due date, into corresponding fields within QuickBooks entries.

Which actions in QuickBooks Online can be triggered from activities in Asana?

Commonly triggered actions in QuickBooks Online from Asana include creating new invoices or estimates, updating existing customer details, or logging time entries based on task completions or updates done in Asana.

Do I need technical expertise to integrate Asana with QuickBooks Online?

No technical expertise is required. Our user-friendly interface allows for easy selection of popular trigger-action combinations without any coding necessary. We provide detailed guidance for each step of the setup process.

Is it possible to automate recurring payments based on tasks completed in Asana?

Yes, by setting up a scheduled trigger based on task completion or creation in Asana, we can help automate recurring payment processes into QuickBooks Online to create recurring invoices automatically.

How often does the integration sync data between Asana and QuickBooks Online?

The frequency of data sync depends on how you configure your triggers. Typically, real-time updates occur whenever specified trigger events happen in either application but can be adjusted for batch processing if preferred.

Can updates made directly in QuickBooks be reflected back into tasks or projects within Asana?

Our current focus is primarily on pushing information from Asana to QuickBooks rather than syncing it both ways. However, specific setups might allow pulling certain updates back into task notes using customized workflows.

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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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