QuickBooks integration - Virtenia Sync

App metadata

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  "description": "<p><strong>Over 4000 installs, proven and trusted since 2022!</strong></p><p><br></p><p>Work with your QuickBooks account inside&nbsp;monday.com:</p><p><br></p><p>🛠️ <strong>Invoices</strong></p><p><br></p><ul><li>Your invoices are <strong>synced</strong> to a monday board.</li><li><strong>Create and Edit QuickBooks invoices</strong>&nbsp;from monday.</li><li>Create QuickBooks invoices from Automations - streamline business processes.</li><li>Tally your <strong>sales data</strong>&nbsp;in monday.</li><li><strong>Build dashboard widgets</strong>&nbsp;based on invoice data using monday's dashboard views.</li></ul><p><br></p><p>🛠️ <strong>Customers</strong></p><p><br></p><ul><li>Your customers are synced from QuickBooks to a monday board.</li><li><strong>Create and edit QuickBooks customers</strong>&nbsp;from monday.</li><li><strong>Use </strong>customer data in automations.</li><li><strong>Edit customers</strong>: address, contact info, balance, invoices.</li></ul><p><br></p><p>🛠️ <strong>Products and Services List</strong></p><p><br></p><ul><li>Create, view and edit - manage your products and services list from monday.</li><li>Sync products and services to monday.</li><li>Products and Services list available for your monday automations, linked boards, etc.</li></ul><p><br></p><p><strong>$ € ¥ £ ¥ International currency and tax support</strong></p><p><br></p><ul><li>Support any <strong>currency</strong> you select in QuickBooks</li><li><strong>VAT</strong> and Sales Tax support - works in US and other countries</li><li>True multi-currency (i.e. you send invoices in multiple currencies) coming soon</li></ul><p><br></p><p>Features are available to your monday users - even those without a QuickBooks account.</p><p><br></p><p>Works with QuickBooks Online - not QuickBooks Desktop.</p><p><br></p><p>✅ 14-Day Free Trial</p><p><br></p><p>✅ Watch our<strong>&nbsp;</strong><a href=\"https://virtenia.com/integration-for-quickbooks/docs\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>demo video</strong></a> to see it in action, right now.</p><p><br></p><p>✅ Or <a href=\"http://virtenia.com/sales-cal\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>schedule a live demo + discussion</strong></a> - we're eager to understand your needs.</p><p><br></p><p>Benefits:</p><p><br></p><p>🕒 Save Time - skip manually copying data between QuickBooks and monday.</p><p><br></p><p>🧠 Work Smarter - automate to grow your business.</p><p><br></p><p>🎯 Maximize Data Quality - no copy-paste mistakes.</p><p><br></p><p>✨ <strong>Proven solution</strong>, launched in 2022, still in <strong>active development</strong> - reach out at our <a href=\"https://virtenia.com/support\" rel=\"noopener noreferrer\" target=\"_blank\">support page</a> with feature requests, or review our <a href=\"https://virtenia.com/sync/changes\" rel=\"noopener noreferrer\" target=\"_blank\">history of changes</a>.</p>",
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      "detailedAnswer": "The application functionality includes the ability to manage QuickBooks data from monday. So yes, at user request, data is sent from monday to QuickBooks."
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      "detailedAnswer": "Logs are stored on Datadog, the leading provider of secure, robust application logging."
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      "detailedAnswer": "We run on a platform that has thorough ongoing testing and are studying how to supplement that with application-level penetration testing."
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      "detailedAnswer": "Yes, we have a dedicated email security@virtenia.com to ensure any privacy for security issues are escalated promptly to the right team members."
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      "detailedAnswer": "Yes, the app limits API endpoints to write specific necessary data fields."
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      "detailedAnswer": "Application logs contain metadata and other information of debugging assistance, not actual user data or secrets."
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      "detailedAnswer": "Yes, MFA is used and set as required on all systems."
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      "detailedAnswer": "Yes, all input is sanitized automatically."
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      "detailedAnswer": "Yes, or policy is to notify relevant partners/vendors (including monday.com) or any relevant breach via normal channels for this purpose."
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  "created_at": "2022-06-13T18:19:14.030Z",
  "updated_at": "2025-07-28T12:37:55.673Z",
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