1.Detect new invoice paid
Integrate QuickBooks Online and accounting systems to capture invoice number and payment details to confirm paid invoices.
Mark invoice board item as paid when payment posts
Automatically monitor new invoice paid events across QuickBooks Online and monday.com. Create and update board records when invoice paid, payment reference captured, or payment amount postedβso you can mark items paid, write reconciliation notes, and close billing without manual reconciliation paperwork.
How this automation closes billing with paid invoice matches
When new invoice payments arrive but board items lag, reconciliation notes get missed and billing can stall. This automation matches invoice numbers in monday.com, updates payment fields, and creates reconciliation notesβso billing can close faster.
QuickBooks Onlineor swap with your favorite app
2.Search board items by invoice number
Integrate monday.com and data lookup tools to find the matching board item by invoice number to qualify updates.
monday.comor swap with your favorite app
3.Update payment and reconciliation columns
Integrate monday.com and workflow fields to change status, payment date, and payment amount to mark items as paid.
4.Create reconciliation update on item
Integrate monday.com and notes tracking tools to create an update with reconciliation notes to surface the payment reference.
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