Use cases¶

Invoice status lookup¶

Many teams want monday users to quickly check invoice status, such as whether an invoice has been paid. With QuickBooks Complete, this is usually as simple as syncing the Invoices data type to a monday board.

For many companies, the default synced columns are enough. For others, admins can reduce the board to just the key columns they want users to see. Your monday administrator can then manage access, date limits, views, and filters so the right teams can see the right invoice data.

Automatic invoice creation¶

Some companies run most of their workflow in monday and want the final step to be automatic invoice creation. With AutoCreate, data collected in monday can become a QuickBooks invoice automatically when your configured trigger condition is met.

AutoCreate can also read subitems and create invoice line items from them, so detailed work entries in monday can flow directly into invoice detail in QuickBooks.

Access for non-QuickBooks users¶

Some organizations keep QuickBooks logins limited to a small finance team, but still want broader teams to create or update key business records. For example, the company can sync QuickBooks customers to monday and let authorized monday users create new customers from there.

This allows more people in the business to contribute to customer and workflow data without giving them full QuickBooks user accounts or broader QuickBooks access.