How can I define what constitutes a 'large' transaction?

DryMerge allows you to set a threshold amount for what you consider a large transaction. Specify this amount, and DryMerge will notify you for transactions meeting this criterion.

Can I use this alert for all types of transactions?

Yes, you can set the automation to notify you for all types of large transactions or specify certain types, such as expenses or payments.

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

This automation is valuable for CFOs and auditors who need to monitor significant financial transactions for financial reporting and compliance.

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Microsoft To Do + QuickBooks

Flag Large Transactions in QuickBooks with Microsoft To-Do Tasks

Keep an eye on significant financial activities by creating a task in Microsoft To-Do for large transactions recorded in QuickBooks. This ensures that high-value transactions are promptly reviewed, aiding in better financial oversight.

Large Transaction

Triggers when QuickBooks records a large transaction.

Create Review Task

Creates a task in Microsoft To-Do for review.

See more Microsoft To Do to QuickBooks integrations or use AI to customize your automation.

or pick a common variation below

Track Unbilled Charges in QuickBooks with Microsoft To-Do Tasks

Microsoft To Do + QuickBooks

Monitor QuickBooks Sales Receipts with Microsoft To-Do Tasks

Microsoft To Do + QuickBooks

Track QuickBooks Payroll Entries with Microsoft To-Do Tasks

Microsoft To Do + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Flag large transactions in QuickBooks with Microsoft to-do tasks"

Flag large transactions in QuickBooks with Microsoft to-do tasks

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 Microsoft To Do + QuickBooks.

Create Microsoft To-Do List

Creates a new list in Microsoft To-Do

List Microsoft To-Do Lists

Lists all the lists in Microsoft To-Do

Create Microsoft To-Do Task

Creates a new task in a Microsoft To-Do list

Update Microsoft To-Do Task

Updates an existing task in Microsoft To-Do

Mark Microsoft To-Do Task as Completed

Marks a task as completed in Microsoft To-Do

List Microsoft To-Do Tasks

Lists all tasks in a Microsoft To-Do list

New Microsoft To-Do Task

Triggers when a new task is created in Microsoft To-Do

Completed Microsoft To-Do Task

Triggers when a task is marked as completed in Microsoft To-Do

Updated Microsoft To-Do Task

Triggers when a task is updated in Microsoft To-Do

New Customer

Triggers when a new customer is created in QuickBooks

New Invoice

Triggers when a new invoice is created in QuickBooks

New Payment

Triggers when a new payment is recorded in QuickBooks

App details

Microsoft To Do

Microsoft To Do is a cloud-based task management application. Create to-do lists, set reminders, and collaborate on shared tasks to boost productivity.

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.