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Manage connections

In the QuickBooks Complete Control Panel, the Connections tab is the control center for how QuickBooks data maps to monday boards.

Each row represents one data type synced between QuickBooks and monday. The dashboard shows:

  • Data Type: The QuickBooks data type, such as Customers, Vendors, Invoices, etc.
  • Sync Status: The current sync state for that data type.
  • Board Name: The connected monday board for that data type.
  • Count in QuickBooks: Total records detected in QuickBooks. This updates occasionally as you enter more data in QuickBooks.
  • Synced to monday: Total records currently mirrored into monday by the app. If you manually create other items in that same board, which we don’t recommend, they will not be included in this count.
  • Context Menu: Board-level actions for that linked board. Re-sync behavior is documented on the Syncing Data page.

For each data type, you can link to an existing board or create a new one. We recommend creating a new board as the app will automatically include all of the columns of data that can be synced with reasonable names.

  • Default board naming: New boards use [Data Type] - [QuickBooks Company Name].
  • Sync date options: For transaction data (Invoices and Expenses), choose full history or a Sync from date to limit initial import size.

If the Count in QuickBooks for a data type is above 10,000 (or 100,000 on monday Enterprise), set a Sync from date to sync only your more recent data.

Synced boards sidebar

Organize synced boards

Synced boards can be moved into folders (for example, Accounting Data) without breaking synchronization. The app tracks board identity by internal monday board ID, so folder changes and board renames are safe.

More boards

QuickBooks connection

Your connection to QuickBooks generally stays active long term. In most accounts, no regular reconnect steps are needed.

However, account changes or other unexpected factors can require reconnecting. Examples include a QuickBooks administrator change or other authorization changes in QuickBooks.

If reconnect is needed, the app will prompt you to reconnect the next time you open the application screen.