We’re proud to be Monday.com partners and development experts, and we’d love to help you implement a solution for processing ACH payments directly from your Monday boards. Your use case is both unique and feasible, and there are a couple of ways we can achieve it:
Option A: Integration with Two QBO Accounts
We can set up a custom integration with two separate QuickBooks Online (QBO) accounts, enabling you to handle payments from both accounts seamlessly. This setup can:
Process ACH payments from either account, based on your workflow.
Sync data with Monday.com automatically, avoiding duplication.
Option B: Two-Way Integration with a Third-Party Service
If you prefer to explore other options, we can integrate a two-way payment processing service that connects with Monday.com. This ensures:
Real-time updates between Monday.com and the payment service.
Avoidance of double entry, saving time and reducing errors.
Next Steps:
Let’s schedule a call to discuss your workflow in detail so we can tailor the best solution for your needs. If you have any questions or need further assistance, feel free to reach out to me via email at mail@creativebits.us or Contact Creative Bits. We’d be happy to help!