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Monday.com <> Quickbooks Invoicing Integration

Users can create, send, and manage invoices (that send through Quickbooks) without having to leave the Monday.com ecosystem.

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Overview
Features
Requirements
Deployment

Streamline Your Workflow and Eliminate the Hassle‍

Stop wasting time switching between QuickBooks and Monday.com! Our seamless integration simplifies your invoicing and payment tracking process.

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‍Key Features:

• Dedicated Invoicing Board - Access a fully integrated invoicing board within your Monday.com workspace, connected to QuickBooks Online.

• Real-Time Dashboard Metrics - Get instant insights into outstanding invoices, overdue payments, and gross revenue—all in one place.

• Simplified Payment Tracking - Create and track payments directly in Monday.com, giving your team visibility into invoice statuses without revealing sensitive financial data.

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‍Why This Integration?

• Time-Saving Efficiency - No more jumping between platforms. Manage everything from a single interface.

• Reduced Manual Errors - Avoid mistakes by seamlessly syncing client, customer, and project data between systems.

• Full Control, Easy Access - Keep your operations and sales aligned by allowing your team to view invoice statuses while keeping financial details private.

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From setup to everyday use, this integration is designed to save you time and ensure smooth collaboration. Make invoicing easier today!

Invoicing Board (Accounts Receivable)

  • A functional board on Monday.com for creating, managing, and sending invoices.
  • Direct integration with Quickbooks to automatically compile and send invoices to the specified contact or organization.
  • Auto-detection and creation of new customers in Quickbooks based on customer email to avoid duplicate entries.
  • Pre-configured Quickbooks settings to ensure minimal input is required from Monday.com.
  • Configurable automated reminders set at 15-day intervals for following up on overdue invoices, with an option to activate automated customer reminders.
  • Automated notifications to the "Accounting" team on Monday.com when invoices are paid.

Contacts Board

  • A basic board to manage contacts (used to link to vendors in Quickbooks or as customer contacts to send to associated emails).

Organizations Board

  • A board to manage general vendor/contractor information including legal names, billing addresses, billing contacts, etc.
  • Magic button to create Quickbooks vendor records - first searches to prevent duplicates being created, then does a one-way sync with Quickbooks and Monday.com

Accounts Receivable Dashboard

  • High level dashboard to view upcoming, outstanding and overdue, and month over month revenue.

Training Materials​

  • Training video on how the invoicing board works.

Special Requirements

*All software costs are covered by the client unless otherwise stated.

Standard Requirements

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Admin access to Monday.com

  • Monday.com admin access will need to be sent to InterAutomate and must remain active during the setup process and retain access for any maintenance plans.
  • Monday.com subscription must be Pro level or higher.
  • Integration works on any of the following Monday.com products:
    • Monday Work Management
    • Monday Sales CRM
    • Monday Developers

*See our Monday.com security & privacy policy here

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Admin access to Make.com

  • Make.com admin access is required for the integration to be live.
  • InterAutomate must retain access to the account through the duration of the setup process and any live maintenance plans.
  • Subscription must be on or higher than the following plans:
    • Core with 10,000 operations per month

*See our Make.com security & privacy policy here

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Admin access to Quickbooks Online

  • Admin access will need to be sent to InterAutomate to wire the integration through the account.
  • InterAutomate will need to retain admin access to the Quickbooks online account throughout the duration of the setup process and through any maintenance plans.
  • A paid subscription - must be at least one of the following plans:
    • Simple Start
    • Plus
    • Advanced

*See our Quickbooks Online security & privacy policy here

Deployment can commence once the following items are completed:

  • Payment for the integration is paid.
  • Relevant account access has been granted.

Estimated deployment time: 1-3 business days

What Our Clients Are Saying

"Gideon (from InterAutomate) has been patient every step of the way, taking the time to thoroughly understand our needs, and offering incredibly useful suggestions to enhance our workflows. They really know how to take Monday.com to the next level of automation, making our processes smoother and more efficient. The level of automation he helped us achieve has saved us a ton of time and effort."

Casilda Moran

Managing Partner, TrustServe

"Gideon (from InterAutomate) is a problem solver. They have written many excellent programs for us, including scheduling, invoicing, and delivery. I highly recommend InterAutomate to any type of business; they have been an invaluable asset for us."

Jesse Tieman
Owner, Majik Cleaning Services

"As my business grew, managing multiple projects, content creation, and social media became overwhelming.
Gideon (from InterAutomate) came in, researched the best system for our agency, and built automations that streamlined our workflow."

Paul Edwards
Founder, Emissary Publishing

Frequently Asked Questions

How long does it take before we can start using it?

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Standard implementation for pre-packaged integrations (like this one) take on average 1-4 business days AFTER relevant account access has been provided.

How much will Make.com cost per month?

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Make.com charges for buckets of "operations" which are units of processing. Each time this integration is activated it will use some amount of "operations" to complete the execution successfully. On average an completed execution costs between 10-25 operations.
For light integration usage you can expect to pay $9-15/month in operations cost, with moderate usage charge on average between $30-50 per month, and high usage can go as high as $150/month.

Still have questions? Email us at gideon.harris@interautomate.com

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Monday.com <> Quickbooks

The scope of this project encompasses the development and integration of a invoicing board in Monday.com to streamline invoicing (accounts receivable).

Monday.com <> Quickbooks

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Overview

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Features

*  Invoicing Board (Accounts Receivable)

  • A functional board on Monday.com for creating, managing, and sending invoices.
  • Direct integration with Quickbooks to automatically compile and send invoices to the specified contact or organization.
  • Auto-detection and creation of new customers in Quickbooks based on customer email to avoid duplicate entries.
  • Pre-configured Quickbooks settings to ensure minimal input is required from Monday.com.
  • Configurable automated reminders set at 15-day intervals for following up on overdue invoices, with an option to activate automated customer reminders.
  • Automated notifications to the "Accounting" team on Monday.com when invoices are paid.
  • Contacts Board
    • A basic board to manage contacts (used to link to vendors in Quickbooks or as customer contacts to send to associated emails).
  • Organizations Board
    • A board to manage general vendor/contractor information including legal names, billing addresses, billing contacts, etc.
    • Magic button to create Quickbooks vendor records - first searches to prevent duplicates being created, then does a one-way sync with Quickbooks and Monday.com
  • Contracts Board
    • Manage quotes, estimates, and contracts (integrated with a third party software eg. PandaDoc/DocuSign).
    • Sync'd eSignature, automatically updating the contract in Monday.com with the live status of the document agreement.
    • Linked to Projects board to manage contract requirements.
  • Accounts Receivable Dashboard
    • High level dashboard to view upcoming, outstanding and overdue, and month over month revenue.
  • Training Materials​
    • Training video on how the invoicing board works.

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    Delivery

    - Standard ongoing service agreements are only applicable if there is an associated line item on the invoice, if not, the following standard maintenance services are NOT included.

    - The scope of the service maintenance provided by [Sender.Company] includes basic break/fix of the automations, minor configuration changes, and access to a basic service desk for requesting changes. Please note that minor configuration changes may incur additional charges based on the hours required to implement them.

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    Requirements

    1. Admin access to Monday.com
      • An account will need to be provisioned to run the integration through. An existing account can be used, however it's generally recommended to setup a new "service" account to make it easier to control, maintain, and manage the integration.
    2. Admin access to Make.com
      • If a Make.com account is not yet setup, a new one will need to be provisioned before the project can begin. Admin access will need to be sent to [Sender.Company] ([Sender.Email]) which can be found under the "Users" tab on the dashboard screen, and once invited the role will need to be changed to "Admin".
      • Make.com will need to be on a paid plan (the lowest tier "Core" with 10,000 operations/month should be more than sufficient to manage this integration).
    3. Admin access to Quickbooks Online.
      • Admin access will need to be sent to [Sender.Company] Streamlined ([Sender.Email]) to wire the integration through the account.
      • Quickbooks Bill Pay is required to automate the payment sending.
    4. Admin access to PandaDoc.
      • Admin login details will need to be sent to [Sender.Company] ([Sender.Email]​) to wire the integration through the account.
      • DO NOT add above contact info as a user to the account, rather, login details will need to be sent to that email address for the existing account ownership to wire everything together.
      • PandaDoc at minimum needs to be on the "Starter" plan with 1 seat. NOTE: Business plan is not required for this integration.

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