Syncing data¶

QuickBooks Complete syncs selected QuickBooks data types into monday boards so teams can work from current accounting data while keeping QuickBooks as the system of record.

What syncing does¶

For each configured data type (for example Customers, Invoices, or Vendors), the app creates or links a monday board and mirrors QuickBooks records to that board.

This includes existing data and ongoing changes, including additions, updates, and deletes.

Initial sync¶

During setup, initial sync time depends on data volume and API throughput. Large datasets take longer to complete. Initial backfill runs in chunks, so progress updates appear in batches rather than one item at a time.

If needed, you can use the board context menu in the configuration screen to request a fresh re-sync. This repeats the initial sync process for that board and will take about as long as the original initial sync. It is useful if board data was accidentally deleted or otherwise damaged and you want to restore it from QuickBooks.

Ongoing sync behavior¶

After initial setup, ongoing sync is triggered by QuickBooks webhooks. This mechanism generally triggers the data to appear in your monday boards within seconds.

In the past, the QuickBooks webhook mechanism has been mostly reliable, but has occasionally had delays or outages. Therefore, a scheduled fallback process also runs periodically to catch any changes that might be missed, helping keep monday aligned with QuickBooks over time.

Attachments¶

The app supports syncing file attachments for Bills, Customers, Employees, Estimates, Invoices, Purchases, Purchase Orders, and Vendors.

Attachments sync one way from QuickBooks to monday. Attachments are only added to monday, never removed.

QuickBooks sometimes restricts which files can be attached. If QuickBooks does not allow a certain file, the sync skips that file.

Using the boards¶

monday boards are mirrors of QuickBooks data. Let these boards, or at least the columns that the app created, be updated by the sync process. Don’t edit them yourself.

Some users prefer to add their own additional columns to the boards that are created automatically. This works well for very simple cases, but we recommend a more sophisticated monday.com usage approach. Leave these boards as data lookup boards and then create separate boards to manage your process workflow. Use the various monday features like the connect board feature, etc. to bring data from the synced lookup boards to where you need it.