monday.com + QuickBooks Online

Update items in monday.com when new estimates are created in QuickBooks Online

When a new estimate is prepared in QuickBooks Online, the details are instantly updated in the related item on Monday.com. This automated process helps manage your financial forecasts more efficiently, saving time on manual data entry. Stay on top of financial changes as your Monday.com items immediately reflect any estimates added or amended in QuickBooks Online.

When a new estimate is prepared in QuickBooks Online, the details are instantly updated in the related item on Monday.com. This automated process helps manage your financial forecasts more efficiently, saving time on manual data entry. Stay on top of financial changes as your Monday.com items immediately reflect any estimates added or amended in QuickBooks Online.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Estimate

    Triggers when you add a new estimate.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Update Item

    Change multiple column values of an item

    ActionWrite
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Supported triggers and actions

What does this mean?
  • QuickBooks Online triggers, actions, and search

    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search

    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search

    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    Try It
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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.

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  • Project Management

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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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