Retail and eCommerce Case study
Invoicing between Monday.com and QuickBooks Online
Multi-step Zaps: a status change in Monday.com sends an invoice, and a payment in QuickBooks Online marks the Monday.com item as paid.
- Client
- Online store using Monday.com
- Service
- Integrations, eCommerce
- Years
- 2024
- Stack
- Zapier, Monday.com, QuickBooks Online
- Platforms
- Web
Client details are private, so this study describes the client by type.
Overview
An online store managed orders and invoices on a Monday.com board and kept its accounts in QuickBooks Online. Its existing Zaps failed at the invoicing steps. We fixed and changed them so the board and the accounts stay in step.
What we built
- Fixes to the failing steps of the existing Zaps
- A status change in Monday.com that sends the invoice
- An update of the Monday.com item to 'QBO paid' when the invoice is paid in QuickBooks Online
- Changes to the Zaps after review with the client, and work with Zapier support on one issue
Technology used
| Layer | Choice | Purpose |
|---|---|---|
| Automation | Zapier | multi-step order and invoice flow |
| Work management | Monday.com | order and invoice status |
| Accounting | QuickBooks Online | invoices and payments |
What happened next
- Delivered
The work described above was delivered to the client.
- Operational facts
- Our work on this project took place in 2024.
Could this be your project?
- Your product has to connect to payment, accounting, messaging or other third-party systems.
- You run a retail brand or an online store and need custom ordering, checkout, catalogue or customer-loyalty rules. eCommerce solutions
- You work in retail and ecommerce and want a team that has built for it before. Retail and eCommerce work
Questions about this project
How long did this project take?
Our work on it took place in 2024.
What technology was used?
Zapier, Monday.com, QuickBooks Online.
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