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lharmer
Level 1

Is any one using the Intergration function with Monday.com?

Hello, am considering Intergrating QB with Monday.com would like to know how successfull this has been, and what problems to look out for.
3 Comments 3
IntuitSheila
Level 8

Is any one using the Intergration function with Monday.com?

Hello lharmer,

 

There are different applications that can integrate with QuickBooks Online. As long as the application is supported you'll be able to connect them to your QuickBooks Online account. If you have your QuickBooks Online account, you can use the steps below to check the integration for Monday.com.

 

  1. Log in to your QuickBooks Online account.
  2. Click on the Apps tab.
  3. On the search box, type in the application name.

You can also visit the Intuit App Center to check the list of supported third-party applications you can integrate into QuickBooks Online.

 

Furthermore, you can also reach out to Monday.com's support developers to get more information on the integration with QuickBooks Online. You can check this link for Intuit Developers.

 

Post again in the Community if you have more questions. I'll be around to help you!

Fiat Lux - ASIA
Level 15

Is any one using the Intergration function with Monday.com?

@lharmer 

You will need a 3rd party connector to integrate both apps. Otherwise, consider another project management app to integrate natively with QBO.

JasonGlances
Level 1

Is any one using the Intergration function with Monday.com?

Connecting QuickBooks to monday.com is a common use-case for our users. Typically, someone needs access to QuickBooks while in monday.com to view invoices, estimates, etc or create new invoices, etc, but without direct access to QB so that the books stay pristine.

 

Here is a quick 1 min overview of how Glances does that: https://www.youtube.com/watch?v=9j3Rjf7QlwY

 

No-risk, easy to start using solution.

Glances is a powerful tool that allows you to complete tasks across apps without leaving your preferred workspace. This video will show you how to create a QuickBooks Estimate directly from monday.com. See more at glances.com or reach out at support@glances.com.