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Set up your first integration
Quickly connect QuickBooks Online to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
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Practical ways you can use QuickBooks Online and Trello
Track invoices on Trello
When a new invoice is added in QuickBooks, Zapier creates a card in Trello. This helps the business owner visualize outstanding invoices and their due dates, ensuring nothing falls through the cracks.
Business OwnerSync project tasks with accounting
When a new project is created in QuickBooks, Zapier automatically creates a corresponding board in Trello with preset lists to outline project stages. This keeps budgeting and task management aligned.
Project ManagementOrganize customer invoices in Trello
Each time a new customer invoice is added in QuickBooks, Zapier creates a card in Trello, helping the sales operations team keep billing and follow-ups organized.
Sales OpsLearn how to automate QuickBooks Online on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about QuickBooks Online + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Trello
How do I connect QuickBooks Online with Trello?
To connect QuickBooks Online with Trello, you'll need to use a third-party integration service like ours. You'll start by setting up an account and authorizing connections to both QuickBooks and Trello through our platform. Once authorized, you can create Zaps that define specific triggers and actions, such as adding a card on Trello when an invoice is created in QuickBooks.
Can I automate the creation of Trello cards based on QuickBook Online transactions?
Yes, you can automatically create Trello cards from QuickBooks Online transactions. For instance, when a new expense is recorded in QuickBooks, our integration can trigger the creation of a card in your specified Trello board.
Is it possible to sync customer information from QuickBooks Online to Trello?
You can set up a trigger to sync customer information from QuickBooks Online to Trello by creating customizable Zaps. This could involve adding a checklist item or comment on an existing card whenever there’s an update or new entry in your customer list on QuickBooks.
What types of updates can be pushed from Trello back into QuickBooks Online?
Currently, our integration primarily supports one-way data automation from QuickBooks Online into Trello. Real-time updates from Trello back into QuickBooks are limited; however, we encourage exploring specific use-case needs as we continuously work on improving bidirectional communication between these apps.
Can I set up notifications in Trello for payment reminders recorded in QuickBooks?
Yes, you can configure our system to send notifications or even create tasks/cards in Trello for payment reminders that are entered or updated within your QuickBooks account using custom triggers.
Are there any limitations I should be aware of when integrating these two platforms?
Some limitations include the lack of real-time two-way data synchronization and certain field mapping restrictions based on the complexity of your accounts. We aim to provide solutions for most standard automation scenarios but suggest consulting with our support for complex setups.
What are some common use cases for integrating these apps?
Common use cases include managing invoices by creating checklist tasks in Trello when payments are due in Quickbooks, monitoring expenses by syncing them into board lists, and tracking income entries through card updates across team projects.
