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 four capabilities:
- Sync QuickBooks data into monday.com Existing QuickBooks records and ongoing changes are synced to monday boards, including additions, updates, and lifecycle changes.
- Trigger specific QuickBooks actions from monday automations monday workflows can create supported QuickBooks records, such as customers, invoices, bills, and time activities.
- View and edit QuickBooks data live from monday Users can work with live QuickBooks data in item views, then save supported edits directly back to QuickBooks, subject to all the normal QuickBooks consistency checks. This is especially helpful when team members occasionally need to update something in QuickBooks but are not QuickBooks users.
- Display essential QuickBooks information on monday dashboards Dashboard widgets bring important QuickBooks status and financial information into monday dashboards.
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.
- Account
- Bill
- Bill Payment
- Class
- Customer
- Employee
- Estimate
- Expense
- Invoice
- Purchase Order
- Projects
- Product/Service
- Time Activity
- Vendor