How to Automate Invoicing from Monday.com to QuickBooks Using NoCodeAPI, Zapier & Google Sheets

Are you spending hours manually copying project data from Monday.com into QuickBooks to create invoices? What if you could generate invoices automatically when a project is marked “Ready for Invoice” and even log everything neatly in Google Sheets?

In this step-by-step guide, we’ll show you how to:

Automatically create QuickBooks invoices from Monday.com projects
Log those invoices in Google Sheets
Update Monday.com with invoice IDs and links

This tutorial uses NoCodeAPI to simplify API calls and Zapier to automate the workflow without writing a single line of code.

🔎 Why Automate This Workflow?

Manually creating invoices is not just time-consuming—it can also lead to errors, missed billing, and inconsistent records.

Benefits of automation:

Save time on manual data entry
Avoid errors in invoice creation
Keep a centralized log in Google Sheets
Improve transparency with your team

🚀 Tools You Will Need

Tool	Purpose	Link
Zapier	Workflow automation	zapier.com
NoCodeAPI	API bridge for Monday, QuickBooks, and Sheets	nocodeapi.com
Monday.com	Project and task management	monday.com
QuickBooks Online	Invoicing and accounting	quickbooks.intuit.com
Google Sheets	Invoice logs (optional but useful)	sheets.google.com

📄 What is Monday.com?

Monday.com is a flexible Work OS (operating system) that allows teams to manage projects, tasks, and workflows using visual boards and automation.

For this tutorial, we’ll assume you have a Monday board where each item represents a project or service for a client. You’ll track:

Project name
Client name
Amount to be invoiced
Status (e.g., Ready for Invoice)

🤝 What is Zapier?

Zapier is a no-code automation platform that connects over 5,000 apps together. It uses “Zaps” (automated workflows) to connect triggers and actions between tools.

In our tutorial, we’ll create a Zap that listens for a project marked as “Ready for Invoice” in Monday.com, creates an invoice in QuickBooks via NoCodeAPI, logs the data in Google Sheets, and updates the original Monday item.

🛠️ Step-by-Step Guide

✅ Step 1: Setup Your NoCodeAPI Endpoints

A. Monday.com

Go to NoCodeAPI
Click Create New API > Choose Monday.com
Connect your Monday.com account and select a workspace
Note the generated endpoint (e.g., https://nocodeapi.com/monday/abcd123)

B. QuickBooks

Create a new API in NoCodeAPI for QuickBooks
Sign in with your QuickBooks Online account
Note the endpoint (e.g., https://nocodeapi.com/quickbooks/xyz456)

C. Google Sheets (Optional)

Create a Google Sheet with columns:
- Project Name, Client, Amount, Invoice ID, Invoice URL, Date
In NoCodeAPI, create a Google Sheets API
Connect your Google account and select the spreadsheet
Save your endpoint

🔄 Step 2: Prepare Monday.com

Create or update your board to have the following columns:

Project Name (text)
Client (text)
Amount (numbers)
Status (dropdown: e.g., “In Progress”, “Ready for Invoice”)
Invoice ID (text)
Invoice Link (text)

We’ll use the Status column to trigger the automation.

Also, install the Monday Webhook integration from the automation center:

When status changes to "Ready for Invoice" → Send webhook

Zapier will listen to this webhook to start the automation.

✨ Step 3: Create the Zap in Zapier

1. Trigger: Catch Webhook from Monday

App: Webhooks by Zapier
Event: Catch Hook
Copy the custom webhook URL Zapier gives you
Paste it into Monday.com’s webhook automation

2. Get Project Info from Monday (via NoCodeAPI)

App: Webhooks by Zapier
Event: Custom Request
Method: GET
URL:https://nocodeapi.com/{your-monday-endpoint}/boards/{boardId}/items/{itemId}
Headers: None

3. Create Invoice in QuickBooks (via NoCodeAPI)

App: Webhooks by Zapier
Event: Custom Request
Method: POST
URL:https://nocodeapi.com/{your-quickbooks-endpoint}/invoice
Payload Type: JSON
Data:

{
  "CustomerRef": { "value": "1" },
  "Line": [
    {
      "Amount": 100.0,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {
          "value": "1",
          "name": "Service"
        }
      }
    }
  ]
}

Replace values with dynamic fields from the Monday item response.

4. (Optional) Log to Google Sheets

App: Webhooks by Zapier
Event: Custom Request
Method: POST
URL:https://nocodeapi.com/{your-sheets-endpoint}/append
Payload Type: JSON
Data:

{
  "values": [
    ["{{Project Name}}", "{{Client}}", "{{Amount}}", "{{Invoice ID}}", "{{Invoice URL}}", "{{Zap Meta Human Now}}"]
  ]
}

5. Update Monday.com Item with Invoice Info

App: Webhooks by Zapier
Event: Custom Request
Method: POST
URL:https://nocodeapi.com/{your-monday-endpoint}/boards/{boardId}/items/{itemId}/column_values
Payload Type: JSON
Data:

{
  "column_values": "{\"invoice_id\": \"{{Invoice ID}}\", \"invoice_link\": \"{{Invoice URL}}\"}"
}

✨ Final Result

Once everything is set up:

A team member marks a project “Ready for Invoice” in Monday.com
Zapier is triggered via webhook
The item data is fetched from Monday
A QuickBooks invoice is generated
The invoice is logged in Google Sheets
Monday.com is updated with the invoice link

💡 Pro Tips

Use Zapier Paths or Filters to trigger invoices only for specific boards or clients
Add Slack or Email notifications when a new invoice is created
Make sure your QuickBooks customer and product IDs exist and match
Test each step individually before going live

⚡ Boost Your Efficiency Today

Automating your invoicing process doesn’t just save time—it makes your team more efficient, accurate, and organized. By combining NoCodeAPI, Zapier, and your existing Monday.com + QuickBooks setup, you create a powerful, scalable system.

Let us know if you’d like a template or walkthrough video next!

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