Deprecated features¶

Do not use deprecated board views¶

These legacy board views are deprecated and are not recommended for current use. They date from earlier years when monday boards had fewer built-in filtering and viewing capabilities. Today, teams should use standard monday board features to filter, group, and analyze synced QuickBooks data.

The remaining content on this page is historical reference only.

Historical context¶

Customers who have been using the product for a long time may be familiar with the old so-called “board view”. This feature is an unusual mix of searching data in monday, but then showing data from QuickBooks, and it has been rendered impractical by 2025 updates to the QuickBooks API. It still works for small companies (with hundreds of invoices or customers), but we recommend moving away from these board views as soon as possible.

Here are the old directions for the BoardView setup.

Setting up the invoices sync¶

If you didn’t use the link buttons in the connections tab, it is also possible to set up invoice and customer connections directly from your invoices and customers boards. Here are the details for this older method:

1. Open the “Invoices” board in a new tab.

1. Click on the QuickBooks board view (its name may vary).

1. Click “Connect to QuickBooks”.

1. Sign in to QuickBooks Online.

2. Ensure the correct monday.com account has been selected.

1. Click “Authorize”.

1. Choose “Invoice” in the QuickBooks Entity Selector dropdown.

1. Notice that we auto-populate the field mapping for you. Please adjust as needed.

2. Click “Confirm”.

3. Notice that your QuickBooks Invoices are now syncing into monday.com.

   Note: please feel free to navigate away from the board and come back to it later.

Setting up the customers sync¶

1. Open the “Customers” board in a new tab.

2. Click on the QuickBooks Integration Board View.

1. Choose “Customer” in the QuickBooks Entity Selector dropdown.

2. Notice that we auto-populate the field mapping for you. Please adjust as needed.

3. Click “Confirm”.

4. Notice that your QuickBooks Customers are now syncing into monday.com.

Note: please feel free to navigate away from the board and come back to it later.