ClickUp + QuickBooks Online

Update tasks in ClickUp when new invoices get paid in QuickBooks Online

When a new invoice gets paid in QuickBooks Online, keep your team in the loop by updating tasks instantly in ClickUp. This streamlined workflow keeps your financial and operational aspects aligned, ensuring no task details are missed as soon as an invoice has been settled. Always stay on top of both billing and task management with this efficient process.

When a new invoice gets paid in QuickBooks Online, keep your team in the loop by updating tasks instantly in ClickUp. This streamlined workflow keeps your financial and operational aspects aligned, ensuring no task details are missed as soon as an invoice has been settled. Always stay on top of both billing and task management with this efficient process.

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

    Triggers when an invoice is paid in full. (Balance changes to zero)

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp
    Update Task

    Updates an existing task.

    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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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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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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