Monday is an online collaboration application that is used by organizations to keep track of their work. In simpler words, it is more than a project management application and is like a collection of highly customized spreadsheets in which every team member logs their tasks to be completed and updates them with status reports and other important information. Subsequently, every team member in the organization can view all active tasks and their progress. It has a striking interface and is user-friendly. Users can generate invoices and can automatically process payments in QuickBooks Online and can stay ahead in the task list by automatically creating, updating, and organizing this information in the Monday app. It can be done by integrating Monday with QuickBooks Online.
There are some mandatory steps to be followed for the effective integration of Monday with QuickBooks online. Let us discuss them so that we can connect QuickBooks to Monday for effective and flawless outcomes to maintain the accounts of your organization.
1. Users should first authenticate their accounts in Monday.com and QuickBooks Online
2. Then pick one of the apps as a trigger that will kick off your automation
3. Users should properly choose a resulting action from the other app.
4. Hence, select the data to be sent from one app to the other
Follow these steps cautiously and in the right pattern to sync QuickBooks and Monday quickly and swiftly.