Best fit
- monday built-in
- Basic CRM-oriented QuickBooks workflows
- Make / Zapier
- Specific event automations between apps
- QuickBooks Complete
- Teams that use QuickBooks data throughout monday
QuickBooks Complete for monday.com
Connect QuickBooks to your monday workflows
Connect accounting to day-to-day operations, automate the handoff to QuickBooks, and give your team live financial information without leaving monday.
14 QuickBooks data types
No per-user fees
QuickBooks Online only. 14-day free trial.
app marketplace partner
Sync
Bring existing QuickBooks data into monday
QuickBooks Complete imports the records you already have, then continues syncing additions, updates, and deletes automatically.
- Connect any of 14 data types, including Accounts and Projects
- Choose full history or a sync-from date for transaction boards
- Sync QuickBooks attachments to monday
Automations
Create QuickBooks records from monday automations
Use an approval, status change, or other monday trigger to create customers, invoices, bills, purchase orders, time activities, and other QuickBooks records.
- Map fields from items, subitems, and connected boards
- Build transaction lines from subitems or connected items
- Send new invoices and estimates from QuickBooks
monday workflow
When this happens
Purchase request changes to Approved
QuickBooks Complete action
Create purchase order in QuickBooks
Reusable mappingSubitemsConnected boards
View and edit
Work with live QuickBooks data in monday
Open a monday item to see current customer or transaction details, create a record, or save changes to QuickBooks.
- See balances, open invoices, estimates, and recent payments
- Add customer status to any monday board
- Give authorized teammates access without a QuickBooks login
Dashboard widgets
Add QuickBooks financials to monday dashboards
Show finance and operations teams current QuickBooks numbers without building reports from synced boards.
- Track accounts receivable and accounts payable aging
- Show a live balance for a selected QuickBooks account
- Compare profitability by customer or project
Accounts receivable
Current and overdue
Profitability
By customer or project
Accounts payable
Aging and open balances
Account balance
Live from QuickBooks
Reliability
Automatic recovery with a clear activity feed
QuickBooks Complete retries temporary monday and QuickBooks errors, works within both platforms' rate limits, and records activity so you can check what happened or run a resync.
Compare integration options
Which QuickBooks integration fits your monday workflow?
The built-in integration and automation platforms work well for focused workflows. QuickBooks Complete combines broad sync with monday workflows and live financial data.
monday plan requirement
- monday built-in
- Available on monday CRM Ultimate, the CRM equivalent of monday Enterprise
- Make / Zapier
- Depends on the automation tool and monday features used
- QuickBooks Complete
- Works with any monday.com plan
QuickBooks data coverage
- monday built-in
- Narrower built-in coverage
- Make / Zapier
- Depends on each trigger and action configured
- QuickBooks Complete
- 14 QuickBooks data types
Sync
- monday built-in
- Limited to the built-in workflow
- Make / Zapier
- Usually configured one event at a time
- QuickBooks Complete
- Initial import plus ongoing additions, updates, and deletes
What you can do in monday
- monday built-in
- CRM-focused invoice and quote workflow
- Make / Zapier
- Actions built separately for each workflow
- QuickBooks Complete
- Create records, view and edit live data, and add financial widgets
Comparison based on monday's published QuickBooks support article, the category behavior of trigger-based automation tools, and Virtenia's product documentation.
Supported QuickBooks data
Connect 14 QuickBooks data types
Accounts
Projects
Customers
Invoices
Estimates
Vendors
Bills
Bill Payments
Purchase Orders
Products & Services
Expenses
Employees
Classes
Time Activity
Any monday.com plan
Use QuickBooks Complete without upgrading to monday Pro or Enterprise.
QuickBooks Online
All QuickBooks Online editions are supported. QuickBooks Desktop is not.
Permissions by user and company
Choose who can view, edit, automate, or manage each company.
International workflows
Reflect QuickBooks currency values and VAT or tax behavior in monday.
Multiple QuickBooks companies
Use the Pro plan to connect more than one QuickBooks company to a monday workspace.
Pricing
Choose the plan that fits your QuickBooks edition
Every plan includes unlimited syncs, all monday users, support, and a 14-day free trial.
Basic
$29/month USD
Price if billed yearly. Or $35/month.
For QuickBooks Essentials or QuickBooks Simple Start
Standard
$49/month USD
Price if billed yearly. Or $59/month.
For QuickBooks Plus
- Create QuickBooks records with monday automations
Pro
$79/month USD
Price if billed yearly. Or $99/month.
For QuickBooks Advanced
- Create QuickBooks records with monday automations
- Connect multiple QuickBooks companies
Setup help
Help from the team that builds the integration
Our support team will help you get QuickBooks Complete up and running. If you also need help with workflow design, automation, or board structure, additional consulting is available.
FAQs
Questions before you install
Get started
Ready to connect QuickBooks and monday?
Install QuickBooks Complete, or book a demo to walk through your workflow with our team.