QuickBooks Desktop to monday.com Integration

Learn how to use the QuickBooks Desktop to monday.com Integration Template in DBSync Cloud Workflow

Overview

The QuickBooks Desktop to monday.com Integration Template by DBSync enables users to automate and streamline workflows between accounting and project management platforms. It ensures that data like invoices, customers, projects, and tasks synchronize seamlessly, saving time and minimizing manual efforts. This guide provides a step-by-step walkthrough to set up, configure, and use this integration effectively.

Prerequisites

Before proceeding with the setup, ensure the following:

1. Active Accounts:

   • QuickBooks Desktop

   • monday.com

   • DBSync Cloud Workflow

2. DBSync Requirements:

   • Admin access to DBSync.

   • QuickBooks Web Connector installed for API connectivity.

3. System Requirements:

   • QuickBooks Desktop version: Pro, Premier, or Enterprise (2019 or later).

   • Stable internet connection.

Key Features

• Two-Way Synchronization: Ensures data consistency between QuickBooks and monday.com.

• Pre-Mapped Entities: Includes mapping for common fields such as:

  • QuickBooks Customers ↔ monday.com Clients

  • QuickBooks Invoices ↔ monday.com Tasks

  • QuickBooks Jobs ↔ monday.com Projects

• Customizable Workflow: Modify mappings to suit your specific business requirements.

Installation and Setup

1. Click Add Template > QuickBooks Desktop to monday.com Integration from the Template Library.

1. Click Import. You can choose to provide a custome name for the template and click Next.

2. Go to the Task Screen and click Configure to review pre-built workflows.

Configure the template

1. In the Connect tab, connect your connectors and test the connection before customising the field mappings.

For more information about connecting the monday.com application, click here.

For more informaiton about connecting the QuickBooks Desktop application, click here.

Map Data Fields

1. In the Setup tab, customize the field mappings for entities that you want to map from QuickBooks Desktop to monday.com and click Next.

Run Synchronization

1. Navigate to the Run tab and click Run to start the synchronization.

Common Use Cases

• Customer Onboarding: Sync client data from QuickBooks to monday.com to manage onboarding tasks.

• Project Billing: Sync completed projects in monday.com to generate invoices in QuickBooks automatically.

• Task Management: Automate the creation of tasks in monday.com for new QuickBooks jobs.

Troubleshooting

Issue: Sync Failure Between Platforms

• Solution: Check for API access permissions in both QuickBooks and monday.com.

Issue: Incorrect Data Mapping

• Solution: Review and adjust the mappings in the DBSync Cloud Workflow.

Issue: Web Connector Not Syncing

• Solution:

  • Restart QuickBooks Web Connector.

  • Ensure that your company file is open and selected in QuickBooks.