Frequently
Asked Questions

Install QuickBooks Invoicing App now, click below

Pricing

Integrate QuickBooks with your monday.com account to simplify your invoicing process, sync data in real-time, and automate workflows to streamline your business practices.

Small Plan

$ 30 Monthly
  • ($25 annual payment)
  • Up to 50 monthly actions Each recipe run is charged as 1 action

Medium Plan

$ 60 Monthly
  • ($50 annual payment)
  • Up to 150 monthly actions Each recipe run is charged as 1 action

Large Plan

$ 85 Monthly
  • ($70 annual payment)
  • Up to 250 monthly actions Each recipe run is charged as 1 action

XL Plan

$ 115 Monthly
  • ($100 annual payment)
  • Up to 500 monthly actions Each recipe run is charged as 1 action

Pricing

Integrate QuickBooks with your monday.com account to simplify your invoicing process, sync data in real-time, and automate workflows to streamline your business practices.

Small Plan

$

30

/Monthy

($25 annual payment)

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

Medium Plan

$

60

/Monthy

($50 annual payment)

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

Large Plan

$

85

/Monthy

($70 annual payment)

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

XL Plan

$

115

/Monthy

($100 annual payment)

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

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 sync between monday.com and QuickBooks. Any changes on monday.com are instantly reflected in QuickBooks, so you can work seamlessly from 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.

Boost Bussines Efficiency
with Quickbooks Invoicing

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.

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

Lower Admin
Work

Enhanced Customer
Experience

Frecuently
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
  3. 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.

 

  1. 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.

 

Centralized Data Management

This integration centralizes financial and project data, providing a unified view of your business operations. You can easily track projects and related financials in one place, improving organization and reducing the risk of errors.

Improved
Collaboration

Team members can collaborate more effectively with shared access to financial data and project updates. This real-time collaboration ensures everyone is on the same page, leading to better decision-making and project management.

Customizable Workflows

The app allows you to customize workflows to suit your business needs. You can set up automated invoicing, reminders, and other financial tasks, tailored to your specific operational requirements.

Real-time Financial Insights

Gain real-time insights into your business’s financial health. Track expenses, monitor cash flow, and view financial reports directly within monday.com, enabling more informed financial decisions.

Lower Admin
Work

By automating invoicing and financial reporting, the app reduces the time and effort spent on administrative tasks, allowing your team to focus on more value-added activities.

Enhanced Customer Experience

Quick and accurate invoicing, along with better project management, contributes to a better customer experience. Clients appreciate timely, accurate billing and the transparency it provides into the work being done.