Can I filter estimates by amount?

Absolutely. You can filter which estimates to convert based on their amounts, setting thresholds to include only estimates over or under a specific value.

Can I include specific details in the ClickUp task?

Yes, you can include specific details from the QuickBooks estimate in the ClickUp task, such as the estimated amount, client name, and due dates.

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

Sales teams and project managers frequently use this automation to ensure that every estimate in QuickBooks gets translated into a task in ClickUp for further action and follow-up.

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ClickUp + QuickBooks

Create ClickUp Tasks from QuickBooks Estimates

Convert your QuickBooks estimates into actionable tasks in ClickUp automatically. This automation ensures that every new estimate created in QuickBooks is followed up by generating a corresponding task in ClickUp. Essentially useful for sales and project management teams, it streamlines converting estimates into project executions.

New QuickBooks Estimate

Triggers when an estimate is created in QuickBooks.

Create ClickUp Task

Creates a new task for every new estimate.

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

or pick a common variation below

Sync ClickUp Tasks with QuickBooks Invoices

ClickUp + QuickBooks

Generate ClickUp Reports from QuickBooks Data

ClickUp + QuickBooks

Update ClickUp Tasks for Overdue Invoices in QuickBooks

ClickUp + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create ClickUp tasks from QuickBooks estimates"

Create ClickUp tasks from QuickBooks estimates

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.