QuickBooks Complete for monday.com

Integrate and automate your business operations

Sync everything you need from QuickBooks into monday.com

Sync 12 types of QuickBooks data
Edit QuickBooks data in monday.com
Multi-company
Multi-currency

QuickBooks Online only. 14-day free trial.

Intuit QuickBooks

app marketplace partner

QuickBooks Complete dashboard

Data coverage

Invoices, customers, estimates, bills, expenses, vendors, and more.

Workflow depth

AutoCreate invoices from monday boards and subitems.

Admin control

Link boards by data type and re-sync when needed.

Team fit

Built for teams running real accounting and ops workflows in monday.

What you can do

Run the QuickBooks workflows that matter in monday

QuickBooks Complete is built for teams that need to sync broader QuickBooks data into monday, automate invoice creation in QuickBooks, and manage operational work inside monday.

Sync breadth

Sync more QuickBooks data into monday

Bring QuickBooks records into monday and keep them current as QuickBooks changes.

  • Initial sync for existing QuickBooks data
  • Ongoing sync for additions, updates, and deletes
  • Transaction boards can use full history or a sync-from date
Syncing Data documentation
QuickBooks Complete dashboard

Workflow automation

Create invoices from monday workflows

Use AutoCreate to turn a monday status change into a QuickBooks invoice, with invoice fields mapped from your board and line items mapped from subitems.

  • Trigger from a board status value
  • Map invoice-level fields from monday columns
  • Map subitems into QuickBooks invoice line items
AutoCreate documentation

Controlled editing

Edit supported QuickBooks records from monday

Open the live item view from monday, edit supported fields, and save those changes back to QuickBooks without leaving your workspace.

  • Edit supported fields from the item view
  • Work directly from monday instead of re-keying elsewhere
  • Keep QuickBooks as the accounting source of truth
Editing QuickBooks data documentation

Administration

Link the right QuickBooks data to the right boards

Set up boards by data type, re-sync when needed, and keep multiple QuickBooks companies organized inside one monday workspace.

  • Use the connections dashboard to link or create boards
  • Re-sync boards when you need a fresh pull
  • Support multiple QuickBooks companies in one workspace
Manage Connections documentation

Supported data

Sync more than just invoices and products

Broad sync coverage is one of the core reasons to choose QuickBooks Complete. This is not just a narrow invoice connector.

Projects
Customers
Invoices
Estimates
Vendors
Bills
Bill Payments
Products & Services
Expenses
Employees
Classes

QuickBooks Online plans

Works with all QuickBooks Online plans. Desktop is not supported.

monday workspace fit

Works across monday use cases instead of being tied to a CRM-specific workflow model.

International workflows

Reflects QuickBooks currency values and VAT/tax behavior for international use.

Why teams switch

Go beyond monday's built-in QuickBooks integration

Comparison point monday built-in QuickBooks Complete
Target use case monday CRM workflows Built for broader finance, ops, and service workflows
QuickBooks data coverage Invoices, products/services, customers 12 data types
Ongoing sync Adds only Adds, updates, and deletes
Catch-up sync Manual export-import Automatic
Invoice workflows Quotes and invoices appear in CRM-oriented workflows AutoCreate invoices from board automations with subitems as line items
Editing QuickBooks data from monday - Edit supported records from live item view
Operational control Limited visibility Connections dashboard with status and control

Comparison based on monday's published QuickBooks support article and Virtenia's product documentation.

Pricing

Choose the plan that fits your QuickBooks edition

Pick your plan based on the QuickBooks edition you run. Every plan includes unlimited syncs of supported records, access for all of your monday users, and a 14-day free trial.

Basic

$29 /month USD

Price if billed yearly. Or $35/month.

For QuickBooks Essentials or QuickBooks Simple Start

  • Unlimited syncs of all supported QuickBooks records
  • Access for all of your monday.com users
  • Support
14-day free trial
Add to monday.com

Standard

$49 /month USD

Price if billed yearly. Or $59/month.

For QuickBooks Plus

  • Unlimited syncs of all supported QuickBooks records
  • Access for all of your monday.com users
  • AutoCreate invoice workflows
  • Support
14-day free trial
Add to monday.com

Pro

$79 /month USD

Price if billed yearly. Or $99/month.

For QuickBooks Advanced or multiple QuickBooks companies

  • Unlimited syncs of all supported QuickBooks records
  • Access for all of your monday.com users
  • AutoCreate invoice workflows
  • Multi-company support
14-day free trial
Add to monday.com

Setup help

Generous setup support, more services if you need them

When you install QuickBooks Complete, our support team will help you get up and running. It's only a slight exaggeration to say we bundle in consulting with every new account.

If your team also needs help with workflow design, automation, board structure, or operational handoffs beyond monday-QuickBooks integration, we offer consulting services for that work as well.

FAQs

Questions teams ask before they install

Get started

Put QuickBooks Complete in your monday workspace

Install QuickBooks Complete to start syncing today, or book a demo to walk through your workflow and rollout plan.