I’m looking for a way to integrate QuickBooks to our Monday.com workflow. Our primary interest is syncing information from QBO to Monday (not sending or creating invoices) and importing invoice and revenue data in such a way that it will populate in our Sales Dashboard as well as account board so that our sales team can track their success in relation to their goals. Any help would be greatly appreciated.
There are a number of apps in the app marketplace that you may want to check out. If none of those will meet your needs, you could potentially use Make or similar to create your own custom solution. If you are inclined to have someone create a custom integration for you, we have created a number of custom integrations for QuickBooks.