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ClickUp QuickBooks Integration: What Are the Benefits and Is There a Native Integration?

Jakub
Jakub "Kuba" Grajcar is the Content Marketing Manager at ZenPilot. His obsessions include interviewing smart people; productivity methods; project management; and playing bass in a progressive metal band.

Here's something that won't surprise you: a business needs to both get work done and manage its finances well. And it pays off to pick the right software for both project management and accounting—and make them play well together.

Without a good project management software, you struggle to keep track of tasks, deadlines, and progress.

You risk miscommunication among team members, and make it difficult to prioritize work.

Ultimately leading to wasted time and resources.

Additionally, you may find it challenging to maintain a clear overview of the project's status and to ensure that everyone is aligned with the project goals.

Without a good accounting software, you may be facing expensive accounting errors.

It's possible you'll struggle with compliance and tax preparation; generating reports and financial statements; and cash flow management and forecasting.

But even if you have both and they're not well-integrated, you may run into a whole separate set of problems like:

  • duplicate data entry;
  • discrepancies between project costs and financial records;
  • lack of real-time insights into project financials;
  • increased risk of errors and inaccuracies (very easy to achieve when you move data manually);
  • a lot of wasted time and missed efficiencies in managing projects and finances effectively.

Clearly, this is an important problem to solve, and one valid way is to use ClickUp for your project management and QuickBooks for managing finances.

It would make a lot of sense to use and integrate ClickUp and QuickBooks. But what are your options to achieve such integration?

 

Why would you want to integrate ClickUp and QuickBooks?

There's a lot of upside to creating a strong integration between ClickUp and QuickBooks in your business. For example, you might want to:

  • allow your account management team to view/manage client invoices without direct access to QuickBooks, and without using up the time of your finance team;

  • reflect QuickBooks changes in ClickUp, and vice versa;

  • keep all departments updated on crucial changes to clients and invoices—regardless of whether they spend their days in ClickUp or QuickBooks;

  • leverage the ClickUp public sharing feature to create a public Doc to share with a client, including data from QuickBooks;

  • display invoice data from the perspective of client/contact records on ClickUp—in ways that QuickBooks normally can't.

 

How do ClickUp and QuickBooks complement each other?

ClickUp is primarily a project management platform; it helps you get work done and create visibility and clarity. ClickUp helps you manage projects, assign tasks, track progress, and collaborate with your team.

QuickBooks, on the other hand, is focused on the financial side of your business. It takes care of your accounting needs, including invoicing, expense tracking, financial reporting, and even payroll.

The kicker: ClickUp and QuickBooks can work together like peanut butter and jelly.

Imagine you're working on a project in ClickUp, and you need to track the time spent on each task for client billing. ClickUp has a time tracking feature that lets you record those hours effortlessly.

You can then feed that time tracking data into QuickBooks, where invoices are created. QuickBooks will make sure the invoice gets sent to the client, records the payment when it comes in, and keeps your financial records updated.

But using automations and integrations, we can do even better than this—so that you never need to move data manually between the platforms in the first place.

 

What is possible with ClickUp and QuickBooks integration?

With the right integration between the two platforms, you can make your life so much simpler. It's possible to:

  • enable your account management team to manage client invoices without annoying your finance team;

  • automatically send QuickBooks invoices to a list in ClickUp;

  • automatically update the invoices in both systems and notify account managers as changes are made;

  • display important data in ClickUp such as invoice status, invoice due date, date when the invoice was sent, invoice amount, paid amount—without the need to add too many team members directly to QuickBooks;

  • generate a public link to the invoice accessible by anyone, if necessary;

  • create connections between invoices and relevant client records or contracts for a holistic view of all invoices by client/contract.

 

Is there a native ClickUp QuickBooks integration?

There currently isn't a native ClickUp QuickBooks integration—but thankfully, there are other options that make the above workflows possible.

 

Are there other ways to integrate ClickUp and QuickBooks?

Yes! Using Make.com (formerly Integromat), you can open up a world of possibilities for integrating the two tools to fulfill the different needs of various teams and departments in your business (such as account management, sales, finances, etc.).

 

What are the benefits of integrating ClickUp and QuickBooks?

The benefits of integrating ClickUp and QuickBooks include:

  • faster workflows—less time spent switching between tools;

  • reduced manual entry errors—when data is synced automatically you eliminate the risk of a misplaced copy-paste (which may be 1 row, or it may be 100...);

  • being able to view both financial data and project progress in one place for a holistic view;

  • easier collaboration across teams—both because it's easier to keep all departments up to date, and there's less of a need for e.g. account managers to bother the financial team to relay or modify information in QuickBooks;

  • improved consistency—an automated integration will run a process the same way every time, which will keep your data clean and consistent;

  • improved overall efficiency—every click, DM, and email you can avoid compounds over time and across hundreds of invoices.

 

Who should look into using ClickUp QuickBooks Integration?

An integration like this would be ideal for agencies, freelancers, business owners, project managers, accountants, and anyone who needs to integrate their project management tools with financial accounting systems.

 

Get ZenPilot's ClickUp QuickBooks integration

If integrating ClickUp and QuickBooks is on your radar, we have good news:

We've built an integration you can easily add to your ClickUp/QuickBooks setup and seamlessly sync data between the two platforms. Allowing you to keep all relevant team members appraised about some of the most important data in your business.

Get it here: ClickUp + QuickBooks Integration by ZenPilot

And if you want to learn more about how to get the most out of ClickUp, check out our free, 56-page guide (based on our experience as ClickUp's #1 Solutions Partner): The Ultimate Guide to ClickUp

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