Can I generate invoices for specific clients only?

Yes, you can filter task lists to generate invoices only for specific clients. Set the criteria for client-based billing during setup.

Can I include specific task details in the invoice?

Absolutely. You can include details such as task descriptions, hours worked, and rates in the QuickBooks invoice.

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

Freelancers and small business owners use this automation to convert completed task lists in ClickUp into invoices in QuickBooks, ensuring every billable task is accounted for.

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ClickUp + QuickBooks

Generate QuickBooks Invoices from ClickUp Task Lists

Convert your completed task lists in ClickUp directly into invoices in QuickBooks. This automation helps freelancers and small business owners to ensure that all billable hours and tasks are turned into invoices without hassle, maintaining a streamlined billing process.

Completed Task List

Triggers when a task list is marked as complete in ClickUp.

Create Invoice

Generates an invoice in QuickBooks with task details included.

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

or pick a common variation below

Generate QuickBooks Reports from ClickUp Milestones

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Archive QuickBooks Invoices for Completed ClickUp Projects

ClickUp + QuickBooks

Create QuickBooks Clients from ClickUp Contacts

ClickUp + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate QuickBooks invoices from ClickUp task lists"

Generate QuickBooks invoices from ClickUp task lists

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.