Looking to integrate QuickBooks into your monday.com account?

This App Is Your Solution!

Install QuickBooks Invoicing App now, click below

Key Features

Simplified Invoicing Process

Create, update and send invoices directly from monday.com board having the invoice data synced back to monday.com board once it’s changed in QuickBooks.

Real-time Data Sync

Keep your data up-to-date with real-time synchronization between monday.com and QuickBooks. Changes made on the monday.com board are automatically reflected in QuickBooks allowing users to stay focused on one platform.

Automated Workflows

Use prebuilt templates for customer and invoice records managing or set up your own workflow using a range of available integration recipes to match your unique business processes.

Key Benefits

Why automating your QuickBooks invoicing workflow on monday.com is your best choice

The integration of the QuickBooks invoicing app with monday.com offers several additional benefits that can further enhance business operations:

Centralized
Data Management

Improved
Collaboration

Customizable
Workflows

Real-time
Financial Insights

Reduced Administrative
Overhead

Enhanced Customer
Experience

Scalability

These benefits illustrate how the QuickBooks invoicing app on monday.com can significantly enhance not just financial management, but overall business efficiency, collaboration, and growth.

Monday Magic automate busines star sparkle

Pricing

Small

$30
monthly

($25 annual payment)

Medium

$60
monthly

($50 annual payment)

Large

$85
monthly

($70 annual payment)

XL

$115 monthly

($100 annual payment)

Up to 50 monthly actions
Each recipe run is charged as 1 action

Up to 150 monthly actions
Each recipe run is charged as 1 action

Up to 250 monthly actions
Each recipe run is charged as 1 action

Up to 500 monthly actions
Each recipe run is charged as 1 action

Frequently Asked Questions

Small – Up to 50 monthly actions $30 monthly / $25 annually
Medium – Up to 150 monthly actions $60 monthly / $50 annually
Large – Up to 250 monthly actions $85 monthly / $70 annually
XL – Up to 500 monthly actions $115 monthly / $100 annually

This is an additional cost to your monday.com and QuickBooks subscriptions.

Each recipe run is charged as 1 action and a record update, status change, and product/service/terms integration would cost 1 action each. Let’s say you have 2 active recipes and run 50 invoices a month, the estimated monthly actions are 100.

Installation

  • 1. Install the QuickBooks Invoicing app from monday.com apps marketplace.
  • 2. Once the app is installed, there are two available options to move forward with
      • A. Start with a template

        • If selected, the app will be installed in the selected workspace having
          ‘QuickBooks Invoicing’ folder automatically created. Folder contains the following

          1. ‘QuickBooks Onboarding’ board having all onboarding and support info collected in one centralized place.
          2. ‘QB Suite CRM Sales Pipeline’ board containing all required columns and corresponding integration recipes pre-configured and ready for use.
          3. ‘Customers’ board containing all required columns and corresponding integration recipes pre-configured and ready for use.
          4. ‘QB Suite CRM Dashboard’ having a list of widgets already pre-configured and ready for use.
          5. Note: ‘QB Suite CRM Sales Pipeline’ and ‘Customers’ boards also will have ‘QuickBooks Invoicing’ board view with the Sign Out option automatically installed on the board.

    B. Start with your own workspace

      • If selected, the app will be installed in the selected workspace on the specified board giving a user the ability to fully configure the integration flow in accordance to their business processes and needs. ‘QuickBooks Invoicing’ board view will be automatically installed on the appropriate board having onboarding info and the Sign Out option presented for users.

Contact us at qbsupport@workflowmagic.co, and we’ll out a customized solution for you.

Submit a support request here