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Fiverr Pro
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I will integrate quickbooks online or xero with monday com for automated data sync
AI Developer, Automation Expert, Monday CRM, n8n, Custom Integrations
300+ projects across operations, automation, AI, and custom software, for businesses that needed more than off-the-shelf tools.
That range isn't accidental. A CRM that doesn't connect to invoicing is...
Geprüft von Fiverr Pro
Michael Hayles wurde vom Fiverr Pro-Team aufgrund besonderer Expertise ausgewählt.
Geprüft für
Softwaremanagement
Über diesen Service
Still copying invoices and customer data between QuickBooks or Xero and Monday.com by hand? Let me fix that.
I'm an automation specialist with 200+ builds across Make.com, n8n, and direct API work. I'll connect your accounting software to Monday.com so data flows automatically no double entry, no missed updates.
Here's how it works:
Basic ($65) 30-min strategy call. We map your QB/Xero-to-Monday workflow and I deliver a recorded action plan you can build from or hand off.
Standard ($475) I build 1 Make.com automation connecting QuickBooks or Xero to Monday.com. Up to 3 data sets (invoices, customers, payments), error handling included.
Premium ($950) Full 2-way sync. Up to 6 data sets flow between QB/Xero and Monday in both directions. Error alerts, logging, and full documentation included.
Every build includes:
Make.com scenario with error handling, testing with your live data, a walkthrough video, and 30 days of post-delivery support.
Tools I work with:
QuickBooks Online, Xero, Monday.com, Make.com, n8n, Zapier
Message me your current setup and I'll tell you exactly what's possible.
Note: Builds require active API access on your QuickBooks or Xero account.
Technologie:
Zapier
•
Andere
Expertise:
API-Integration
Mein Portfolio
FAQ
What data sets can be integrated between Monday.com and QuickBooks/Xero?
Common data sets include invoices, customer details, and financial reports. We can customize based on your specific needs.
How secure is the integration process?
Security is a top priority. We use Make.com's secure platform to ensure all data transfers are encrypted and protected.
Can I choose which data sets to sync?
Yes, you can select as many as the gig choice allows to best fit your business requirements.
Can I integrate other tools besides QuickBooks or Xero?
While this gig focuses on QuickBooks and Xero, I can discuss additional integrations with other tools as a separate service.
What happens if there is an update to Monday.com or my finance software?
I will ensure the integration is adaptable to updates in software, and I offer support to address any issues that arise from such changes.
Bewertungen
2 Bewertungen für diesen Service
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rickxx92
Puerto Rico
Mike and his team have truly deliverd. I needed a complex sync between my Monday CRM and Zero. They understood what was needed and had the proficiency to do it thru Make. My project took longer thna what was projected. They did not charge more, but where comited to teh project. The only thing that...
600 $-800 $
Preis
4 Wochen
Dauer
T 
Antwort des Freelancers
Hilfreich?A 
alturexllc
Vereinigte Staaten
Excellent work. Very knowledgeable and great at understanding your needs.
200 $-400 $
Preis
8 Tagen
Dauer
Hilfreich?
Bewertungen
2 Bewertungen für diesen Service
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
Am relevantesten
R rickxx92
Puerto Rico
Mike and his team have truly deliverd. I needed a complex sync between my Monday CRM and Zero. They understood what was needed and had the proficiency to do it thru Make. My project took longer thna what was projected. They did not charge more, but where comited to teh project. The only thing that...
600 $-800 $
Preis
4 Wochen
Dauer
T Antwort des Freelancers
Hilfreich?A alturexllc
Vereinigte Staaten
Excellent work. Very knowledgeable and great at understanding your needs.
200 $-400 $
Preis
8 Tagen
Dauer
Hilfreich?
