Get a head-start on your accounting by letting your projects provide the signal to wrap up automatically. This Wrike-QuickBooks Online integration, once active, will listen for Wrike tasks in a specific folder. Any new ones you create will be sent to QuickBooks Online automatically, matching up your task name with a customer email and adding the task description as a line item description to a new invoice.
How It Works
- A new task is created on Wrike
- Zapier automation creates a new QuickBooks Online invoice
What You Need
- Wrike account
- QuickBooks Online account
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Create Wrike tasks for new QuickBooks Online estimates
The hard part was crunching those numbers. Set up this QuickBooks Online-Wrike integration and save yourself the time of letting the team know they're ready: Once you've set it up, this Zap will trigger whenever you create a new estimate on QuickBooks Online, adding a task to Wrike so you can automatically assign the next steps to whoever is waiting for the data.
How It Works
- A new estimate is created on QuickBooks Online
- Zapier automatically creates a task on Wrike
What You Need
- QuickBooks Online account
- Wrike account
Create QuickBooks invoice for new Wrike tasks
Get a head-start on your accounting by letting your projects provide the signal to wrap up automatically. This Wrike-QuickBooks Online integration, once active, will listen for Wrike tasks in a specific folder. Any new ones you create will be sent to QuickBooks Online automatically, matching up your task name with a customer email and adding the task description as a line item description to a new invoice.
How It Works
- A new task is created on Wrike
- Zapier automation creates a new QuickBooks Online invoice
What You Need
- Wrike account
- QuickBooks Online account
It's easy to connect QuickBooks Online + Wrike and requires absolutely zero coding experience—the only limit is your own imagination.
Triggered when a payment is received (with line item support).
Adds a new customer.
Triggered when a new vendor is added.
Adds a new sales receipt (with line item support).
Triggered when you add a new estimate.
Adds a new invoice (with line item support).
Triggered when you add a new customer.
Create a new task.
Triggered when you add a new account.
Creates a new journal entry.
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