monday.com + QuickBooks Online

Create sales receipts in QuickBooks Online for new items in monday.com boards

Effortlessly streamline your sales process with this intuitive workflow that connects monday.com and QuickBooks Online. When a new item is added to a board in monday.com, a sales receipt is instantly created in QuickBooks Online. This seamless integration enables efficient management of your sales pipeline and financial records, eliminating manual data entry and errors while saving time.

Effortlessly streamline your sales process with this intuitive workflow that connects monday.com and QuickBooks Online. When a new item is added to a board in monday.com, a sales receipt is instantly created in QuickBooks Online. This seamless integration enables efficient management of your sales pipeline and financial records, eliminating manual data entry and errors while saving time.

  1. When this happens...
    monday.commonday.com
    New Item in Board

    Triggers when an item is created in a specific board.

    TriggerInstant
  2. automatically do this!
    QuickBooks OnlineQuickBooks Online
    Create Sales Receipt

    Triggers when a new sales receipt is added (with line item support).

    ActionWrite
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Supported triggers and actions

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New User

    Triggers when a new user joins your monday.com account.

    Trigger
    Scheduled
    Try It
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monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

Related categories

  • Accounting

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