Introduction¶
QuickBooks Complete (formally Virtenia Sync - QuickBooks Complete Integration for monday) connects QuickBooks Online and monday.com so teams can see, integrate, and enter/edit QuickBooks business data inside monday.
Most organizations treat their accounting software as the system of record for financial data. Therefore the bulk/automatic sync mechanism is from QuickBooks to monday, with explicit actions for propagating data from monday to QuickBooks.
Typically this will be configured by the monday.com expert or QuickBooks expert in an organization, with our team available through the Support page.
Core capabilities¶
The app is centered around three capabilities:
- Sync QuickBooks data into monday.com Existing QuickBooks records and ongoing changes are synced to monday boards, including additions, updates, and deletes.
- Trigger specific QuickBooks actions from monday automations monday workflows can trigger actions in QuickBooks, such as creating an invoice.
- View and edit QuickBooks data live from monday Users can work with live QuickBooks data in Item view, then save supported edits directly back to QuickBooks, subject to all the normal QuickBooks consistency checks.
That third capability is especially helpful in organizations where certain job roles occasionally require updating something in QuickBooks, but those team members are not QuickBooks users.
QuickBooks data types¶
The app is called QuickBooks Complete because the goal is to be a complete solution for integration between QuickBooks and monday. It handles the main data types below; we add more over time. If you need a data type that is not yet handled, go to our Support page.
- Bill
- Bill Payment
- Class
- Customer
- Employee
- Estimate
- Expense
- Invoice
- Purchase Order
- Projects
- Product/Service
- Vendor