Can I filter by project completion date?

Absolutely. You can filter which invoices to archive based on the project completion date, helping manage specific time frames.

Can I archive invoices in specific folders?

Yes, you can specify which folders within QuickBooks to archive the invoices. Define your folder preferences during the setup.

Which people use this automation? What do they use it for?

Business owners and accountants use this automation to ensure that once projects are completed in ClickUp, the associated invoices in QuickBooks are archived appropriately, streamlining financial management.

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ClickUp + QuickBooks

Archive QuickBooks Invoices for Completed ClickUp Projects

Keep your QuickBooks invoicing system organized by archiving invoices associated with completed projects in ClickUp. This automation enhances financial management by ensuring that finished projects in ClickUp lead to the corresponding invoices being archived in QuickBooks, reducing clutter and improving records management. Business owners and accountants can maintain a cleaner, more navigable invoicing system.

Project Marked Completed

Triggers when a project is marked as completed in ClickUp.

Archive Related Invoices

Archives the related invoices in QuickBooks.

See more ClickUp to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Generate QuickBooks Invoices from ClickUp Task Lists

ClickUp + QuickBooks

Send QuickBooks Invoice Reminders for ClickUp Due Dates

ClickUp + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Archive QuickBooks invoices for completed ClickUp projects"

Archive QuickBooks invoices for completed ClickUp projects

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + QuickBooks.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

New Customer

Triggers when a new customer is created in QuickBooks

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

QuickBooks

QuickBooks is an accounting software package for managing sales and expenses and keeping track of daily transactions. Sync financial data and automate accounting tasks.