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Manage Connections

The QuickBooks Complete main screen

The main screen for QuickBooks Complete displayed when you choose "QuickBooks Complete" in your workspace folder looks like this. The dashboard tab shown is coming soon. We will focus on the connections tab:

Main screen

In older installations with the "Welcome to IQ" or similar language, typically that workspace item will bring up older, obsolete getting-started information.

To add this new primary starting point for QuickBooks Complete on an older installation:

  • Navigate to the workspace folder where you'd like this UI to be available
  • Click the three-dot menu to the right of the folder name
  • Click "Create in Folder"
  • Click "Installed Apps"
  • From that list, choose "QuickBooks Complete".

Once you are in the connections tab, you can use the link button to connect your boards created to your QuickBooks data. The link button will automatically select one of the pre-created boards or create a new board for you with appropriate columns.

As of August 2025, the supported data includes:

  • Customers
  • Invoices
  • Estimates
  • Purchases
  • Products and Services

Also, as of August 2025, on the Action tab you can connect additional QuickBooks companies and link their data to additional boards. This capability is available in the Pro tier of the product.

Contact Virtenia with any detailed feature requests.

(This is the documentation for Virtenia Sync / QuickBooks Complete integration for monday.com)