monday.com + QuickBooks Online

Create new items in monday.com when new invoices are received in QuickBooks Online

This workflow simplifies your financial and project management by connecting QuickBooks Online to monday.com. When a new invoice is created in QuickBooks Online, this automation will generate an item in monday.com effortlessly. Ideal for accounting and project management teams, this workflow ensures accurate and timely tracking of invoicing information across your platforms.

This workflow simplifies your financial and project management by connecting QuickBooks Online to monday.com. When a new invoice is created in QuickBooks Online, this automation will generate an item in monday.com effortlessly. Ideal for accounting and project management teams, this workflow ensures accurate and timely tracking of invoicing information across your platforms.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice

    Triggers when you add a new invoice.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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