QuickBooks for monday.com

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  "description": "<p><strong>Seamlessly connect QuickBooks with monday to streamline your financial workflow!</strong></p><p><br></p><p>Invoices, estimates, customers, and more - integrate QuickBooks with&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>&nbsp;to view, create, update, and manage them all in one place.</p><p><br></p><p>No more manual entry, app switching, or scattered data - keep everything synced and organized effortlessly</p><p><br></p><p>🌍 Works Everywhere – Supports US and international QuickBooks accounts, including Sales Tax, VAT, and multi-currency support</p><p><br></p><p>⏳ Save Hours Weekly – Automate data syncing and eliminate duplicate entries</p><p><br></p><p>✅ Make Smarter Decisions – Access real-time financial insights directly inside monday ⚡ Easy 3-Step Setup – Connect, configure, and start syncing in minutes</p><p><br></p><p><strong>Key Features</strong></p><ul><li>Automated Two-Way Sync</li><li>Instantly sync changes between QuickBooks and monday - no manual updates.</li><li>Keep your team working with the most accurate, up-to-date information.</li></ul><p><br></p><p><strong>Effortless Invoice Management</strong></p><ul><li>Create, download, and send invoices without leaving monday</li><li>Edit invoices directly within monday</li><li>Quickly find invoices and track overdue payments</li><li>View key invoice details at a glance</li><li>Build dashboard widgets for real-time invoice insights</li></ul><p><br></p><p><strong>Seamless Estimate Tracking</strong></p><ul><li>Create, track, manage, and send estimates within monday</li><li>Simplify client proposals, track and monitor approvals</li><li>Easily find estimates and monitor their status</li><li>Build dashboard widgets to visualize estimate data</li></ul><p><br></p><p><strong>Customer Data in One Place</strong></p><ul><li>Keep customer records in sync between QuickBooks &amp; monday</li><li>View contact details, balances &amp; linked invoices/estimates</li><li>Quickly find and edit customer details</li><li>Product &amp; Services Management</li><li>Create and manage QuickBooks products/services inside monday</li><li>Keep product catalogs updated across both platforms</li></ul><p><br></p><p><strong>Custom Board Mapping &amp; Permissions</strong></p><ul><li>Map QuickBooks fields to monday boards for a structured workflow</li><li>Assign role-based permissions to control access within your team</li></ul><p><br></p><p>🚀 Try it now with a&nbsp;<strong>14 day free trial!</strong></p><p>💬 Have feedback or need help? Email us at&nbsp;<a href=\"mailto:[email protected]\" rel=\"noopener noreferrer\" target=\"_blank\">[email protected]</a></p>",
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  "created_at": "2025-05-09T08:02:03.602Z",
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