Hi, folks! Would love any input on my QBO issue.
I have a “Financials” board in monday.com that uses Make to connect to Quickbooks Online. Each item in monday.com represents a QBO project and subitems are expenses/income line items related to the QBO project. The monday.com parent item has “Expenses” and “Paid to Date” columns which are updated via a Make scenario based on the individual subitems.
However, this system is not reliable. Often the information in the Financials board does not align with QBO. I’m looking to approach this differently. The existing Apps Marketplace and Integrations available in monday.com seem to be invoice-focused, where I’m looking to display the expense/income totals.
Here’s what I’d like to happen:
Once per day, the Financials board is updated with the project expenses/income in the parent item for the matching job. The numbers circled in blue below are what I’d like to sync.
Projects aren’t available in the QBO API though they apparently live as sub-customers. I’m not sure exactly what to do with this limitation.
Has anyone been able to do something similar? Are there possible workarounds, apps, integrations that I’m unaware of? Is this a pipedream? What would the API call be?