Displaying QuickBooks Accounts Payable/Billing Information in Monday.com
I am attempting to integrate QuickBooks data with Monday.com, but am having a difficult time finding information on how to display AP/Billing information within the platform for some reason.
I can easily sync QuickBooks with Monday.com for invoicing details as I was able to sync them all through the Integration for QuickBooks by Platform Pioneers LLC connector in the Monday.com app marketplace, but it will only load Invoice and Customer details. Does anyone know if this is possible through a program such as Zapier or another third-party connector? I simply want to have live access to the financial reports in Monday.com as my organization is attempting to centralize dashboards and other relevant information.
Any guidance you can offer would be greatly appreciated. Thank you!
The short answer is:
Yes, displaying Accounts Payable, Bills, and other detailed financial report data in monday.com is absolutely possible, but you will almost certainly need to move beyond the simple Marketplace app.
You are correct in thinking that a platform like Zapier or Make.com can do this, as they connect to the full QuickBooks Online API, which includes AP data and reports.
However, the most robust, real-time, and cost-effective solution for a high-volume data sync to power your centralized dashboards is a custom bridge using the QuickBooks API and monday.com’s webhooks, managed by a lightweight server environment.
The long answer is:
The reason the existing Marketplace app is limited is that it’s designed for simplicity and common use cases, not for deep, bi-directional financial syncing.
For your goal of centralized dashboards featuring AP/Billing and report details, you have two primary options beyond the Marketplace app.
The first is to use an off-the-shelf integration platform like Zapier or Make.com, both of which have connections to QuickBooks Online that allow you to trigger workflows based on events like New Bill or New Bill Payment, and then create a new item in monday.com with that data.
This is a great no-code solution, but the transaction costs can escalate quickly if you have a high volume of monthly bills and payments.
The more advanced and cost-efficient solution, especially for high-volume or real-time needs, is your custom server bridge idea.
The true “pro” solution involves creating a lightweight, server-side environment like a Google Cloud Platform (GCP) Cloud Function or a container in Google Tag Manager Server Container, potentially using Stape for hosting, to act as a permanent, always-on connection point.
This bridge communicates directly with the respective APIs: The QuickBooks API allows you to pull all the necessary Accounts Payable data, including Bill details, Vendor information, and payment status.
Unlike invoices, AP/Bills often require a different pull methodology, typically involving scheduled API calls or using Intuit’s change data capture methods to check for updates.
The bridge then uses the monday.com Platform API to push this financial data into a dedicated monday.com board, perhaps a “Financial Health” or “AP Tracking” board, using a unique Bill ID from QuickBooks as the primary key for syncing.
This approach is superior because it uses cheap, serverless computing to execute the sync logic, bypassing the per-task costs of middleware.
You get granular control over which fields are mapped and how the data is displayed, which is essential for transforming raw financial reports into digestible board data for your centralized dashboards.
This gives you not only access to the data, but the flexibility to structure it perfectly for your reporting needs without reliance on a third-party app’s predefined limitations.
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