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.

Create QuickBooks records from monday workflows¶

Some companies run most of their workflow in monday and want an approval, status change, or other event to create a QuickBooks record.

With Automations, data collected in monday can create invoices, customers, bills, purchase orders, time activities, and other supported QuickBooks data. Mappings can also read subitems or connected items for transaction lines.

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.