Monday and Quickbooks Invoices 2 way integration

Create, send, and track invoices—without leaving Monday.com.

Eliminate the disconnect between finance and operations. Our custom integration between Monday.com and QuickBooks allows your team to manage the full invoice lifecycle—directly from your Monday boards.

With this solution, you can generate detailed, professional invoices based on project or sales activity, push them to QuickBooks for delivery and payment, and track their status in real-time—all without jumping between platforms.

Key Features:

• Create Quickbook invoices in Monday.com using structured item + sub-item layouts

• Push invoices to QuickBooks with a single click, including line items, quantities, and totals

• Automatically update status when an invoice is sent, paid, or overdue

• Link Quickbooks invoices to Monday items for easy access

• Sync payment data back to Monday with live status updates

• Automated reminders for overdue payments to clients and internal finance teams

• Milestone-based billing support for project-driven businesses (optional with additional charge)

• “Waiting” status to queue upcoming invoices and ensure nothing is forgotten

This integration is perfect for companies that manage operations in Monday.com but want to streamline finance and billing without constantly pinging the accounting team.

What’s Included:

• End-to-end invoice creation and tracking between Monday.com and QuickBooks

• Setup of automations, triggers, and error handling

• Integration delivered in 10 business days

• Optional customizations for reminders, team notifications, and milestone-based billing

Stop chasing payments manually and start managing your invoicing process with clarity, automation, and control—all within Monday.com.

💡 Why It’s Worth $3,000

On average, U.S.-based finance professionals earn $55,000/year, or roughly $26/hour. Manually managing invoices—including data entry, status tracking, email delivery, and follow-ups—can take 10–20 minutes per invoice. If your team handles just 100 invoices per month, that’s up to 33 hours/month, costing ~$850/month in labor—or over $10,000/year. This integration reduces that workload by at least 75%, saving you thousands of dollars annually in labor and improving accuracy, cash flow, and turnaround time. It also allows your team to focus on higher value tasks. Your $3,000 investment pays for itself in under 4 months—and keeps saving you every month after.