Integrate QuickBooks Online with Trello to automate your work
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Trello - no code necessary. See how you can get setup in minutes.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Set up your first integration
Quickly connect QuickBooks Online to Trello with a Zapier template.
Our most popular template
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
How do I connect QuickBooks Online with 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.
Can I automate the creation of Trello cards based on QuickBook Online transactions?
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.
Is it possible to sync customer information from QuickBooks Online to Trello?
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.
What types of updates can be pushed from Trello back into QuickBooks Online?
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.
Can I set up notifications in Trello for payment reminders recorded in QuickBooks?
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.
Are there any limitations I should be aware of when integrating these two platforms?
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.
What are some common use cases for integrating these apps?
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 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.
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.