Summary
BoostSync for QuickBooks Desktop gives monday.com teams a board view for sending QuickBooks Desktop invoice and bill values into the boards where work is already tracked. The monday.com app works with Accounting Relay. The Accounting Relay connects to your QuickBooks Desktop ledger, and the monday.com board view lets you configure column mappings and send invoice or bill data into monday.com items.
Getting started
1. Install the app
Install the app from the monday.com App Marketplace using this install link.
2. Add the board view
Go to the monday.com board where you want to sync invoices and bills, then add the QuickBooks Desktop board view.
3. Log in to Accounting Relay
Log in to your Accounting Relay account. If you do not have an account yet, you can sign up here and connect your QuickBooks Desktop ledger. It is free.
4. Open your linked ledger
Navigate to your linked QuickBooks Desktop ledger in Accounting Relay. Confirm that you see the monday-specific actions for sending invoices and bills to monday.com.
5. Configure the mapping
Open the sidebar to configure the mapping. The monday.com columns are on the left, and the invoice or bill values you can map are on the right. Choose the values that should populate each monday.com column, then press Save.
6. Send a record to monday.com
Click the Send to Monday button and confirm that a new item has been synced to your board.
