Who can use this feature

Available on monday CRM, monday AI work platform, monday service, and monday dev

Available on Ultimate plan

Overview

The QuickBooks Integration enables you to sync data between QuickBooks and monday.com to get a complete view of the customer, streamline your payment processes, and maintain accurate financial records. This article will show you how to import your QuickBooks data to a monday.com board and also set up the integration to seamlessly connect your data moving forward.

Maintaining data integrity

To maintain data integrity, we recommend importing your data from QuickBooks before setting up the QuickBooks Integration. For monday CRM users, this will ensure that product items are available for selling and that prices are up-to-date.

Create your board

First, we recommend setting up a board for your products and services on monday.com. If you're a monday CRM user, you can use one of the product's default boards or create a new one.

Preparation in QuickBooks

These are a few steps that we recommend taking before exporting your QuickBooks data:

• Turn off the custom transaction number setting in QuickBooks. To avoid generating conflicting invoice numbers after importing your data to monday.com, we recommend turning off this setting.
• Turn on the setting that locks closed accounting periods in QuickBooks. This will ensure that closed accounting periods remain protected.

Export your data from QuickBooks

In QuickBooks, you can export Customers and Suppliers, Items, and Reports to CSV. For instructions, check out the Import/export CSV files article on the QuickBooks support site.

Import your data from QuickBooks

After exporting your CSV from QuickBooks, you can bring your data into monday.com using the standard import flow, into either a new or existing board.

For step-by-step instructions, see Import files from Excel.

Integrate with QuickBooks

Set up the integration

To set up the integration, open the Board Automations Center by clicking Automate or Integrate in the top right corner:

Search "QuickBooks" and select the QuickBooks icon:

Choose the integration template that you'd like to set up:

Connect your account

When you select a template, click QuickBooks account and then Connect to begin connecting your account:

You will be redirected to Intuit to sign in to your account. Enter your credentials to sign in:

You must agree to the proposed permissions to finish setting up the integration.

Create the sync

After connecting your account, you will be redirected back to monday CRM:

You can then set up your integration to customize which fields in monday CRM will connect with QuickBooks:

Fields that can be filled out

Fields that can be filled out from monday to QuickBooks and the other way around:

• monday to QuickBooks:

  Customer

  Display name, Title, Bill to Email, Phone, Company name, Open balance, Billing address, City, Postal code, Country/State. All optional except for name.

• QuickBooks to monday:

  Invoice

  Balance, Currency, Customer name, Discount, Document number, Invoice sharable link, Private note, Total amount, Total tax (Need to choose QuickBooks fields for each monday column)

  Product/Service

  Description, Display name, Price, Quantity on hand, SKU, Type (Need to choose QuickBooks fields for each monday column)

• Supported fields from monday to QuickBooks:

  text, date, email, numbers, status, long text, item ID

• Fields not supported from monday to QuickBooks:

  formula, phone, connect boards, link, files, dropdown, location, tags, timeline