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QuickBooks integration - Virtenia Sync logo

QuickBooks integration - Virtenia Sync

Virtenia Inc.

4.2 (26)

4,147 installs, since June 13, 2022.   112 installs/month.   Updated June 13, 2025.

14 days trial Existing legacy
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Proven, long-trusted integration for QuickBooks & monday

Over 4000 installs, proven and trusted since 2022!


Work with your QuickBooks account inside monday.com:


$ € ¥ £ ¥ International currency support


  • Support any currency you select in QuickBooks
  • VAT and Sales Tax support - works in US and other countries
  • True multi-currency (i.e. you send invoices in multiple currencies) coming soon


🛠️ Invoices


  • Your invoices are synced to a monday board.
  • Create QuickBooks invoices from monday.
  • Quickly access and edit invoices.
  • Tally your sales data in monday.
  • Build dashboard widgets based on invoice data using monday's dashboard views.
  • Available to your monday users - even those without a QuickBooks account.


🛠️ Customers


  • Your customers are synced from QuickBooks to a monday board.
  • Create QuickBooks customers from monday.
  • Easily view all customer data: address, contact info, balance, and all invoices associated.
  • Quickly access and edit customers: address, contact info, balance, invoices.
  • Available to your monday users - even those without a QuickBooks account.


🛠️ Automations


  • Configure automatic creation of invoices in QuickBooks as part of your monday automations and business processes.


Works with QuickBooks Online - not QuickBooks Desktop.


✅ 14-Day Free Trial


✅ Watch our demo video to see it in action, right now.


✅ Or schedule a live demo + discussion - we're eager to understand your needs.


Benefits:


🕒 Save Time - skip manually copying data between QuickBooks and monday.


🧠 Work Smarter - automate to grow your business.


🎯 Maximize Data Quality - no copy-paste mistakes.


Proven solution, launched in 2022, but in active development - reach out at our support page with your ideas, or review our history of changes.

Security & Compliance

Security

Does the developer periodically perform penetration testing?

No
We run on a platform that has thorough ongoing testing and are studying how to supplement that with application-level penetration testing.

Does the developer have a dedicated security and privacy point of contact for such issues or questions?

Yes
Yes, we have a dedicated email [email protected] to ensure any privacy for security issues are escalated promptly to the right team members.

Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?

Yes
Yes, the app internally redirects only to approved URLs as part of the authorization process, and offers no untrusted content features.

Does the app protect against mass parameter assignment attacks?

Yes
Yes, the app limits API endpoints to write specific necessary data fields.

Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?

Yes
Yes, all input is sanitized automatically.

Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?

Yes
Yes, the app has technical protections from CSRF.

Does the developer have mechanisms to notify monday.com in case of a security breach?

Yes
Yes, or policy is to notify relevant partners/vendors (including monday.com) or any relevant breach via normal channels for this purpose.

Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?

Yes
Yes. We use a platform that keeps all OS, database, and system-level packages up to date, as well as mitigating incoming attacks; at the application level we regularly update dependencies.

Compliance

Is the app certified with the information security standard ISO/IEC 27001:2022?

Not answered

Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?

Not answered

Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?

Not answered

Is the app compliant with the General Data Protection Regulation (GDPR)?

Not answered

Data

Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).

Yes
The application functionality includes the ability to manage QuickBooks data from monday. So yes, at user request, data is sent from monday to QuickBooks.

Where does the app store logs data?

other
Logs are stored on Datadog, the leading provider of secure, robust application logging.

Where does the app store the app data?

DB
Application data is stored in a database managed by our platform provider.

Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?

Yes
Application logs contain metadata and other information of debugging assistance, not actual user data or secrets.

Is customer data segregated from the data of other customers (for example logically or physically)?

Yes
All data is siloed by monday account ID.

Privacy

Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?

Yes
Yes, MFA is used and set as required on all systems.

Does the developer protect access to customer data based on the principle of least privilege?

Yes
Yes

Reviews

July 30, 2024

SL: Great company to work with. They helped us get set up and moving in the right direction. Highly recommended

October 27, 2023

DM: Great stuff!

October 26, 2023

MG: Their team is very friendly and quick to respond with tech help. They also are continuing to develop new features based on customer feedback.

October 19, 2023

MS: We are so happy this exists!

October 19, 2023

EM: This integration has been extremely useful and helpful for streamlining our work flow. Our invoicing process is way more efficient now and has relieved a lot of work and stress.

October 19, 2023

JZ: We're so grateful for this!

October 19, 2023

SS: I am so glad someone made an integration for this! We love Monday.com but it was hard making these invoices separately every time we would make a new sale

October 19, 2023

BO: The price for this is super reasonable. Their customer service will walk you through the integration process too!

October 19, 2023

JL: Being the one who runs day to day financials, this is a great way to keep us organized

October 19, 2023

NM: This has made4 it so much easier to do all these invoices. I love that you draft them first so you can refine them as needed

August 15, 2023

FR: Does not work seamlessly from the start. Multiples problems...

March 24, 2023

KH: The app is not stable enough and keeps breaking.

Installation history

We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.

ID: 10000070App ID: 35762Listing updated: June 9, 2025