1.Captures new paid invoice
Integrate QuickBooks Online and accounting tools to capture payment details and invoice references from the paid invoice event.
Mark invoices as paid on your billing board
Automatically monitor new paid invoices across QuickBooks Online and monday.com. Create and update your billing board when payments post—so you can mark items as paid, log payment dates, and share audits without manual follow-up.
How this automation keeps your paid invoices accurate
When paid invoices land but board statuses lag, collections reporting and reconciliation can drift. This automation captures paid invoice events, finds the matching billing board item, and updates paid status and dates—so your team has an auditable record.
QuickBooks Onlineor swap with your favorite app
2.Finds board item by reference
Integrate monday.com and billing boards to search for the matching item using the invoice reference column value.
monday.comor swap with your favorite app
3.Formats payment date
Integrate Formatter by Zapier and date and time tools to convert the payment timestamp into a board friendly date format.
Formatter by Zapieror swap with your favorite app
4.Updates status and paid date
Integrate monday.com and workflow automation to set the item status to Paid and update the paid date and amount.
5.Sends escalation email on miss
Integrate Gmail and email notifications to send an escalation email with payment summary when no board match is found.
Gmailor swap with your favorite app
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