Create Trello card for new Quickbooks Online order
Quickbooks Online + Trello Integration
Quickbooks Online + Trello Integration
Integrate Quickbooks Online to Trello in one click, or tell Integrately AI how you want each invoice handled. Track financials, create tasks, assign team members, and manage your projects automatically.
Free forever.Use premium features free for 14 days.1.
Credit memo is created in Quickbooks Online- Employee is updated in Quickbooks Online
- Account is updated in Quickbooks Online
- Account is created in Quickbooks Online
- Incoming account is created in Quickbooks Online
- Customer is created in Quickbooks Online
- Customer is updated in Quickbooks Online
- Invoice is created in Quickbooks Online
- Payment is created in Quickbooks Online
- Sales receipt is created in Quickbooks Online
- Estimate is created in Quickbooks Online
- Estimate is created or updated in Quickbooks Online
- Bill is created in Quickbooks Online
- Employee is created in Quickbooks Online
- Item is created in Quickbooks Online
- Expense is created in Quickbooks Online
- Time activity is created in Quickbooks Online
- Tax code is created in Quickbooks Online
- Vendor is created in Quickbooks Online
- Asset account is created in Quickbooks Online
Card is created in Trello- Card is moved to list in Trello Instant
- Card is updated in Trello Instant
- Comment is added to a card in Trello
- Card is archived in Trello
- Label is added to card in Trello Instant
- Notification is created in Trello
- Checklist is created in Trello
- Activity is created in Trello Instant
- Member is added to card in Trello
- Board is added in Trello
- Label is created in Trello
- Attachments is added to card in Trello
- List is created in Trello
2.
- Create journal entry in Quickbooks Online
- Search invoice by Invoice number in Quickbooks Online
- Update invoice in Quickbooks Online
- Delete invoice in Quickbooks Online
- Get estimate pdf by id in Quickbooks Online
- Search product/service by FullyQualifiedName in Quickbooks Online
- Create invoice in Quickbooks Online
- Create customer in Quickbooks Online
- Search customer by name in Quickbooks Online
- Update customer in Quickbooks Online
- Get estimate pdf by id(deprecated) in Quickbooks Online
- Create sales receipt in Quickbooks Online
- Send sales receipt in Quickbooks Online
- Create estimate in Quickbooks Online
- Find estimate in Quickbooks Online
- Search customer by email in Quickbooks Online
- Get invoice pdf in Quickbooks Online
- Get invoice by id in Quickbooks Online
- Search payment method by name in Quickbooks Online
- Create credit memo in Quickbooks Online
- Search term by name in Quickbooks Online
- Search class by name in Quickbooks Online
- Search active tax code by name in Quickbooks Online
- Create time activity in Quickbooks Online
- Create payment in Quickbooks Online
- Search product/service in Quickbooks Online
- Create product/service in Quickbooks Online
- Search multiple items in Quickbooks Online
- Create purchase order in Quickbooks Online
- Create bill in Quickbooks Online
- Get customer by id in Quickbooks Online
- Get tax rate by id in Quickbooks Online
- Search vendor in Quickbooks Online
- Create vendor in Quickbooks Online
- Find account by name in Quickbooks Online
- Create refund receipt in Quickbooks Online
- Create expense in Quickbooks Online
- Update product/service in Quickbooks Online
- Find card in Trello
- Get checklist item by id in Trello
- Find checklist item in Trello
- Get board by ID in Trello
- Get list by ID in Trello
- Get member by ID in Trello
- Get organization by ID in Trello
- Get label by ID in Trello
- Create card in Trello
- Update card in Trello
- Move card to list in Trello
- Add member to card in Trello
- Archive card in Trello
- Get attachments of card in Trello
- Get card by ID in Trello
- Create board in Trello
- Search board in Trello
- Copy board in Trello
- Close board in Trello
- Create checklist Item in Trello
- Add attachment to card in Trello
- Complete checklist Item in card in Trello
- Search list on board in Trello
- Create custom field in Trello
- Assign member to board in Trello
- Search member in Trello
- Add checklist to card in Trello
- Find checklist in Trello
- Delete checklist in card in Trello
- Create list in Trello
- Create comment in Trello
- Add label to card in Trello
- Add existing label to card in Trello
- Remove label in Trello
- Add label to board in Trello
- Find label on board in Trello
Trusted by experts at...
Ready Workflows for Quickbooks Online + Trello Integration
Capture invoices, organise tasks, keep boards updated, alert your team, and track project progress, all in just one click.
Most popular automations
Create Trello card for new Quickbooks Online customer
Quickbooks Online + Trello Integration
Create Quickbooks Online time activity for new Trello card
If you use Trello to manage your projects, there's an easy way to track time spent on each task. Just create a card in Trello, and then create a time activity in Quickbooks Online for that same card.
But this automation takes things a step further. It brings Trello and Quickbooks Online together as one so that each card has an automatic time activity in Quickbooks Online.
Setting up this automation will save you time and make it much easier for you to keep track of your projects and how much time you're spending on each task. Give it a try!
See moreBut this automation takes things a step further. It brings Trello and Quickbooks Online together as one so that each card has an automatic time activity in Quickbooks Online.
Setting up this automation will save you time and make it much easier for you to keep track of your projects and how much time you're spending on each task. Give it a try!
Create Trello card for new Quickbooks Online employee
Quickbooks Online + Trello Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Quickbooks Online + Trello flow
Log financial records in your database, alert your team in chat, and trigger follow-up tasks instantly. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) +
Google Drive (2)
Google Drive (2) +
Gmail (2)
Gmail (2) +
Asana (2)
Asana (2) +
Google Sheets (2)
Google Sheets (2) S
Q
T
Create a Quickbooks Online customer and a Trello card when a new customer signs up in Stripe
New Stripe customers automatically generate a QuickBooks Online record and a Trello card, removing manual entry between billing and project boards.
S
Q
T
Create a Quickbooks Online invoice and a Trello card when a new charge occurs in Stripe
Every Stripe charge generates a QuickBooks invoice and a Trello task instantly, ensuring your books and project boards match.
S
Q
T
Update the Quickbooks Online invoice and move the Trello card when a Stripe charge is refunded
Refunded Stripe charges automatically update your QuickBooks invoice and move your Trello card, keeping financial records current.
Supported triggers and actions for Quickbooks Online and Trello
Mix and match to build the exact automation you need
Quickbooks Online Triggers & Actions
Employee is updated in Quickbooks Online
Triggers the automation when an employee is updated
Try it → Account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it → Incoming account is created in Quickbooks Online
Triggers the automation when a new account is created
Try it → Customer is created in Quickbooks Online
Triggers the automation when a new customer is created
Try it → Customer is updated in Quickbooks Online
Triggers the automation when customer details are updated
Try it → Invoice is created in Quickbooks Online
Triggers the automation when any invoice is added or modified
Try it → Payment is created in Quickbooks Online
Triggers the automation when a new payment is created
Try it → Sales receipt is created in Quickbooks Online
Triggers the automation when a sales receipt is created
Try it → Estimate is created in Quickbooks Online
Triggers the automation when a new estimate is created
Try it → Estimate is created or updated in Quickbooks Online
Triggers the automation when any estimate is created or updated
Try it → Employee is created in Quickbooks Online
Triggers the automation when an engagement action is created or modified
Try it → Time activity is created in Quickbooks Online
Triggers the automation when a time activity is created
Try it → Asset account is created in Quickbooks Online
Triggers the automation when a new asset account is created
Try it → Trello Triggers & Actions
Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
Try it → Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
Try it → Instant
Activity is created in Trello
Triggers the automation when a new activity is created
Try it → Member is added to card in Trello
Triggers the automation when a member is assigned to a card
Try it → Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
Try it → What can you automate with Quickbooks Online + Trello?
Streamline your accounting and project tracking by connecting financial events to visual workflow boards.
🧾
Create Trello cards from new invoices
Automatically generate a new Trello task card the moment an invoice is created in QuickBooks Online, keeping your project board up to date with active billing.
📋
Capture every submitted invoice field
Map customer names, billing amounts, due dates, and line items from QuickBooks Online directly into custom Trello card descriptions and checklists.
🔔
Notify your team instantly on payment
Trigger instant team notifications and board updates whenever a payment is logged in QuickBooks Online, ensuring everyone knows when funds arrive.
🔀
Route tasks based on invoice amounts
Send high-value QuickBooks invoices to priority Trello lists while standard invoices route to general tracking boards automatically.
🔄
Keep project boards updated as records change
Sync customer profile updates and invoice modifications from QuickBooks Online directly to your active Trello cards in real time.
🔍
Find and update existing cards without duplicates
Search for matching customer records in Trello and update their status rather than creating duplicate cards when QuickBooks data changes.
💳
Handle payment status changes automatically
Move Trello cards to completed or review lists the moment an invoice is paid or refunded in QuickBooks Online.
💬
Extend your workflow with Slack alerts
Connect QuickBooks Online and Trello to Slack so your finance channel receives instant updates whenever a new invoice or payment is recorded.
And much more...
Who is Quickbooks Online + Trello integration for?
Finance managers, project leads, and operations teams tracking financial workflows and project tasks benefit by eliminating manual data entry and keeping everything aligned across systems.
Finance managers
Project managers
Client account leads
Operations teams
Billing assistants
Bookkeepers
📈
Finance managers
You're reviewing financial ledgers and tracking invoices in QuickBooks Online, but your project boards in Trello only update when someone manually checks payments, so your status counts are always a few hours behind — with this integration, every new invoice lands on your board instantly and your reporting data stays current.
⚡
Project managers
You need to act fast on client milestones and project handoffs, but you find out about new QuickBooks payments too late because nobody copied the details over to Trello — connecting these apps means every financial update triggers task creation instantly so your team starts working without delay.
🤝
Client account leads
You answer to external stakeholders who want to see project progress tied to billing, but manual updates between QuickBooks and Trello leave gaps in your timeline — automating both apps means every invoice and payment reflects on your boards immediately for complete transparency.
📊
Operations teams
The volume of invoices and client onboarding requests is too high for anyone to keep up by hand, leading to missed cards and untracked accounts — this integration means every transaction creates structured tasks automatically and your operational volume is handled without errors.
💼
Billing assistants
You own the next step in project setup and depend on someone upstream to hand over customer details from QuickBooks, but information bottlenecks stall your workflow — with this integration, every new customer record appears on your Trello board the moment it is saved.
📁
Bookkeepers
You need a reliable history of all client interactions and project deliverables, but you keep finding gaps between your accounting software and your project boards — automating both apps means every financial record matches your task history with zero missing data points.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Quickbooks Online + Trello
Build and manage your Quickbooks Online + Trello automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Quickbooks Online + Trello with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Quickbooks Online + Trello Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Quickbooks Online to Trello?
You can connect Quickbooks Online to Trello instantly using ready-made templates or ask Integrately AI to build the workflow. You can also integrate apps like Slack, Google Sheets, and Asana in 1-click.
Can I automatically create Trello cards when new invoices are created in QuickBooks Online?
Can I connect Quickbooks Online, Trello, and Slack?
What is a good Zapier alternative for Quickbooks Online and Trello?
How does QuickBooks Online handle invoice triggers in automation?
Can Trello move cards automatically based on invoice status updates?
Do I need coding skills to connect Quickbooks Online and Trello?
Is the Quickbooks Online and Trello integration free?
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