Connect QuickBooks to Trello | Sync QuickBooks and Trello
Trello can be described as a fast-emerging collaboration tool in organizations that organize projects into boards. It’s an effective business tool that informs about the type of work, types of personnel working on various projects, and types of projects in progress. Trello helps organizations in staying ahead of the competition by automatically creating, updating, and organizing tasks.
Trello encourages good teamwork in an organization and makes team’s work a lot easier. It is because it utilizes boards, lists, and cards that can be manipulated to prioritize and utilize projects in a more flexible way. Every tool of this app serves a specific purpose, boards presenting the projects and the information, the list having the titles and cards serving as the basic unit of every card.
For highlighting the progress of the project and individual tasks, users get the option to move the lists to the appropriate boards and can choose to store the finished tasks to the cloud or to the subsequent profile.
It helps in generating invoices and automatically processes payments in QuickBooks Online. By integrating Trello with QuickBooks Online, various tasks in an organization can be performed easily.
Steps for QuickBooks Trello Integration :-
1. Firstly, users should try to authenticate QuickBooks Online and Trello
2. User should pick one of the apps as a trigger that will kick off automation
3. Thereafter, do choose a resulting action from the other app
4. Finally, select the data to be sent from one app to the other
5. Now You Are Done Linking Your QuickBooks with Trello
One of the most popular integrations adapted by users is adding or updating a Card in Trello on a New Payment in QuickBooks Online, adding a Comment in Trello on a New Customer in QuickBooks Online, adding or replacing a Card in Trello on a New Journal Entry in QuickBooks Online, adding or updating a Card in Trello on a New Expense in QuickBooks Online, adding or updating in Trello on a New Purchase Order in QuickBooks Online, adding or updating a Card in Trello on a New Bill Payment in QuickBooks Online, adding or updating a Card in Trello on a New Customer in QuickBooks Online.