Read-only finance context
The view has no write access to QuickBooks Desktop. Nothing a monday.com user opens or clicks can change the company file.
BoostSync for QuickBooks Desktop
QuickBooks Desktop directly inside monday.com
View QuickBooks Desktop invoice and bill context inside monday.com, without giving monday users company file access. Open status, original files, and key fields from the view, then send selected fields into the board when they need to be tracked.
See finance details from monday.com
View source details from monday.com reflecting accurate, current data instead of screenshots or week-old exports.
Keep QuickBooks Desktop access limited
monday.com users can inspect the accounting view without a QuickBooks Desktop seat, company file access, or permission to change the company file.
Move details from lookup to workflow
Sync select fields into monday.com with minimal mapping, avoiding copy-paste across systems.
A front door for QuickBooks Desktop work
BoostSync for QuickBooks Desktop gives monday.com users the accounting context they need beside their work, without giving every user direct access to QuickBooks Desktop.
Practical access for QuickBooks Desktop companies
For companies that run accounting in QuickBooks Desktop and manage daily work in monday.com.
Fewer finance lookups, faster answers
All the financial infomration you need is available in the view, so getting an answer takes a minute of looking instead of a message to finance and a wait for the reply.
Invoice and bill status is visible
Monitor QuickBooks Desktop statuses directly inside monday.com to instantly catch failed records, missing information, or pending reviews.
Board sync stays focused
Selected fields can sync into monday.com boards without copying every QuickBooks Desktop detail into every workflow.
How this fits into monday.com
Use monday.com to view QuickBooks Desktop context, track invoice and bill status, and sync selected fields into boards while the QuickBooks Desktop company file stays the official record.
Starting point
Where the user begins.
BoostSync for QuickBooks Desktop
Users open the QuickBooks Desktop invoice and bill view from the monday.com app.
Separate process
Users leave monday.com, chase a separate link, or wait for finance to look it up.
Custom internal app
Internal teams build and maintain their own monday.com app view.
Visibility
What non-accounting users can safely see.
BoostSync for QuickBooks Desktop
Users can view invoice and bill details without a QuickBooks Desktop seat or company file access.
Separate process
Users rely on screenshots, exports, or messages from the accounting team.
Custom internal app
The team must decide what accounting data is safe to expose and where to show it.
Invoice and bill status
How users answer where an invoice or bill stands.
BoostSync for QuickBooks Desktop
Monitor invoice and bill status directly in BoostSync for QuickBooks Desktop to instantly catch failures, missing information, or pending reviews.
Separate process
Teams ask finance for updates or search email threads for the latest answer.
Custom internal app
Status tracking depends on what the internal app is built to store and display.
Board sync
How invoice details move into monday.com boards.
BoostSync for QuickBooks Desktop
Users can send selected fields into monday.com with minimal mapping.
Separate process
Someone copies invoice numbers, amounts, dates, and statuses into boards by hand.
Custom internal app
The team must build the sync button, field mapping, permissions, and error handling.
Company file control
How QuickBooks Desktop stays protected.
BoostSync for QuickBooks Desktop
Viewing from monday.com is read-only. Invoices and bills are entered in QuickBooks Desktop through the review flow.
Separate process
Updates happen through messages, manual re-entry, or direct QuickBooks Desktop access.
Custom internal app
The team must design its own rules for who can view, sync, approve, and post.
Billing
How app access is checked.
BoostSync for QuickBooks Desktop
Billing runs through monday.com on the Base Plan, with a 14 day free trial before the $49/mo subscription begins.
Separate process
Access is handled outside the monday.com app subscription.
Custom internal app
The team must build its own subscription checks and billing flow.
Save the configured view in monday.com
Finance or the accounting owner completes the QuickBooks Desktop setup once. BoostSync for QuickBooks Desktop then opens the approved accounting view inside monday.com for the users who need it.
1
Complete the accounting setup
Connect the QuickBooks Desktop company file through Boost Accounting Relay and choose the view monday.com users should see.
2
Save the approved view
Add the Relay view to BoostSync for QuickBooks Desktop so users can open the same read-only accounting context from monday.com.
3
Use it from monday.com
Check invoice and bill status, review original files, and sync selected fields into monday.com boards.
Support for setup and access
If the embedded view, invoice and bill status, board sync, or app access does not behave as expected, contact the team that builds and runs BoostSync for QuickBooks Desktop.
Support
Help from the BoostSync for QuickBooks Desktop team
We help confirm the setup path, embedded view, billing access, and invoice sync behavior for monday.com users.
- Help confirming the QuickBooks Desktop view in monday.com.
- Help when invoice and bill status or original files do not appear.
- Help confirming invoice sync and monday.com access.
Scope
What this monday.com app includes
BoostSync for QuickBooks Desktop gives users the embedded accounting view and a focused way to sync selected invoice details into monday.com.
Read-only QuickBooks Desktop view
IncludedInvoice and bill status
IncludedSelected invoice sync to monday.com
IncludedBilled through monday.com
Pricing
Billing runs through monday.com, where teams already manage their app subscription. BoostSync for QuickBooks Desktop gives teams a single base plan for opening QuickBooks Desktop context from monday.com and syncing the fields that belong in their boards.
Base Plan
$49/mo
- 14 day free trial
- Multiple QBD ledgers
- Custom column mapping
- 24/7 support
Frequently asked questions
Answers to the most common questions about using BoostSync for QuickBooks Desktop inside monday.com.
Get supportIt opens a Boost Accounting Relay view for QuickBooks Desktop inside monday.com. Users can see invoice and bill details, invoice and bill status, original files, and sync selected fields into monday.com boards.
Setup help
Need help setting up BoostSync for QuickBooks Desktop?
We can help with field mapping, workspace structure, and rollout so your team goes live fast without debugging edge cases alone.