Integrate QuickBooks Online with Trello to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from QuickBooks Online

A trigger is an event that starts your Zap and runs the workflow. For example, with QuickBooks Online, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Trello

An action is what takes place after the automation is triggered. For example, with Trello, the action could be "Create Checklist Item in Card."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected QuickBooks Online to Trello

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your QuickBooks Online to Trello 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 QuickBooks Online + Trello integrations

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

To connect QuickBooks Online with Trello, you'll need to use a third-party integration service like ours. You'll start by setting up an account and authorizing connections to both QuickBooks and Trello through our platform. Once authorized, you can create Zaps that define specific triggers and actions, such as adding a card on Trello when an invoice is created in QuickBooks.

Yes, you can automatically create Trello cards from QuickBooks Online transactions. For instance, when a new expense is recorded in QuickBooks, our integration can trigger the creation of a card in your specified Trello board.

You can set up a trigger to sync customer information from QuickBooks Online to Trello by creating customizable Zaps. This could involve adding a checklist item or comment on an existing card whenever there’s an update or new entry in your customer list on QuickBooks.

Currently, our integration primarily supports one-way data automation from QuickBooks Online into Trello. Real-time updates from Trello back into QuickBooks are limited; however, we encourage exploring specific use-case needs as we continuously work on improving bidirectional communication between these apps.

Yes, you can configure our system to send notifications or even create tasks/cards in Trello for payment reminders that are entered or updated within your QuickBooks account using custom triggers.

Some limitations include the lack of real-time two-way data synchronization and certain field mapping restrictions based on the complexity of your accounts. We aim to provide solutions for most standard automation scenarios but suggest consulting with our support for complex setups.

Common use cases include managing invoices by creating checklist tasks in Trello when payments are due in Quickbooks, monitoring expenses by syncing them into board lists, and tracking income entries through card updates across team projects.

Connect QuickBooks Online and Trello to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect QuickBooks Online and Trello to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.