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How to connect Monday and QuickBooks
Create a New Scenario to Connect Monday and QuickBooks
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or QuickBooks will be your first step. To do this, click "Choose an app," find Monday or QuickBooks, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the QuickBooks Node
Next, click the plus (+) icon on the Monday node, select QuickBooks from the list of available apps, and choose the action you need from the list of nodes within QuickBooks.
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Authenticate QuickBooks
Now, click the QuickBooks node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuickBooks settings. Authentication allows you to use QuickBooks through Latenode.
Configure the Monday and QuickBooks Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and QuickBooks Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, QuickBooks, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and QuickBooks integration works as expected. Depending on your setup, data should flow between Monday and QuickBooks (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and QuickBooks
Monday + QuickBooks + Slack: When a specific column in a Monday board is updated (e.g., status changed to 'Completed'), an invoice is created in QuickBooks for the corresponding project. Then, a message is sent to a designated Slack channel to notify the project team of the completed project and invoice creation.
QuickBooks + Google Sheets + Monday: On a new invoice creation in QuickBooks, the invoice data is exported to a Google Sheet for analysis. After exporting to Google Sheets, the project status in Monday is updated to reflect that the invoice has been created.
Monday and QuickBooks integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About QuickBooks
Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.
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FAQ Monday and QuickBooks
How can I connect my Monday account to QuickBooks using Latenode?
To connect your Monday account to QuickBooks on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and QuickBooks accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create QuickBooks invoices from new Monday deals?
Yes, you can! Latenode lets you automate invoice creation based on Monday deal stages. This saves time and ensures accurate billing, plus scale with JS and AI blocks!
What types of tasks can I perform by integrating Monday with QuickBooks?
Integrating Monday with QuickBooks allows you to perform various tasks, including:
- Automatically create new customers in QuickBooks from Monday.
- Update invoice status in QuickBooks when a payment is received in Monday.
- Generate sales reports in QuickBooks based on Monday deal data.
- Create new projects in QuickBooks when a new board is created in Monday.
- Sync contact information between Monday and QuickBooks for consistency.
What Monday data can I access within Latenode workflows?
Latenode allows access to boards, items, columns, updates, and users. Use this data to trigger actions and build complex automations.
Are there any limitations to the Monday and QuickBooks integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data sync may require custom configuration.
- Complex field mappings might need JavaScript transformations.
- Rate limits apply based on your Monday and QuickBooks plans.
