Update Monday.com column with Quickbooks Invoice Amount Paid

Platform discussions monday apps & integrations
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1

Hello,

I am trying to update an item column called “Amount Paid” with the amount paid by a customer in Quickbooks. I have been trying to use make.com but it seems like I can only update a specific item column with a specific value. I cannot update a column based on a parameter. Example: Invoice # is 1001 in Monday.com. Make.com looks up Invoice # in Quickbooks and returns amount paid on that invoice to Monday.com and populates the “Amount Paid” column.

Thanks in advance for suggestions.

Charlie

2

I did that recently, faced no issue at all. Let me know if we can do quick zoom to fix that.

3

To update a Monday.com column with QuickBooks invoice amounts paid, integrate the two platforms using a tool like Zapier or Integromat. Set up an automation that pulls the paid amount from QuickBooks and updates the corresponding Monday.com column whenever a payment is recorded.

4

@Rizwan86 FYI, Integromat was rebranded to Make.com (i.e., the OP is already trying to do what you’ve suggested, and has encountered an obstacle.)

@Charlie_F As Rehan said, that should be easily doable with Make.com—but their UI isn’t always intuitive! I’m also willing to take a look and point you in the right direction if that’d be helpful—you’re welcome to use the free consultation scheduling button on my website if interested. Either way, good luck!

5

I ended up just using the Integration for Quickbooks app. It does exactly what my client needs without having to do any additional manual updates in Make.com whenever a new customer, invoice or payment is made.

6

Glad that worked for you! :smile:

For anyone else looking for similar functionality, you should be aware of the following considerations when deciding whether to go with the same solution:

  • The Integration for Quickbooks is a third-party app developed by a company called Platform Pioneers LLC, available to install from the Monday marketplace.
  • It has its own subscription cost (in addition to any other costs related to your Monday account) - as of Sept 2024, it’s $95 - $145 per month, with discounts for annual billing.
  • In general, it’s important to be very cautious when it comes to having third-party companies process your sensitive data—like financials and PII.