1.Monitor new deposit events
Integrate QuickBooks Online and reconciliation tools to detect qualifying ACH deposits and continue only for configured destination accounts to reconcile faster.
Create deposit records on your payments tracking board
Automatically monitors new deposit events across QuickBooks Online and monday.com. Create deposit records when qualifying ACH deposits landβso you can format fields, create board items, and reconcile same day without manual reporting.
How this automation streamlines deposit reconciliation with a tracking board
When new deposits arrive with mixed payment types, delays can block same-day reconciliation. This automation filters qualifying ACH deposits, normalizes receipt fields, and creates monday.com deposit recordsβso your team can reconcile faster.
QuickBooks Onlineor swap with your favorite app
2.Filter by deposit criteria
Integrate Filter by Zapier and reconciliation rules to apply deposit criteria and continue only for qualifying ACH destination accounts to reduce manual review.
Filter by Zapieror swap with your favorite app
3.Create tracking board item
Integrate monday.com and payments tracking boards to create a payment receipt item with status set to Received ACH to keep records ready for reconciliation.
monday.comor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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