monday.com + QuickBooks Online

Create items in monday.com from new transactions in QuickBooks Online

Stay on top of your financial operations with this workflow. When a new transaction hits your QuickBooks Online, it will instantly create an item in your monday.com app. This enables you to keep your financial tracking and project management in one place, making it easier to manage your business operations. This automation saves you time and reduces the risk of errors from manual data entry.

Stay on top of your financial operations with this workflow. When a new transaction hits your QuickBooks Online, it will instantly create an item in your monday.com app. This enables you to keep your financial tracking and project management in one place, making it easier to manage your business operations. This automation saves you time and reduces the risk of errors from manual data entry.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Bank Transaction

    Triggers when a new bank transaction is created.

    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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