Custom QuickBooks–Monday.com Integration via Make.com
We developed a custom automation solution that seamlessly connects QuickBooks Online (QBO) with Monday.com using Make.com, ensuring financial data stays fully up to date and organized for easy reporting and analysis.
Each month, the automation automatically pulls the Profit & Loss (P&L) data from QuickBooks, categorizes income and expenses, and updates a structured reporting board in Monday.com. The system also simplifies year-end management by automatically creating a new board for the next year’s reports, eliminating the need to rebuild reporting structures manually.
This setup gives finance teams real-time access to accurate financial insights, enabling faster decision-making and smoother budget tracking across multiple departments or locations.
Key Features:
- Automated monthly retrieval of P&L data from QuickBooks
- Clear categorization of income and expense items in Monday.com
- Organized reporting by month, location, or department
- Automatic creation of new yearly report boards
- Consistent and error-free financial reporting workflow
This integration saves time, reduces manual errors, and keeps financial data accurate, consistent, and ready for review throughout the year.
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Client
Matt Steltenpohl