Can I filter for transactions of a certain amount?

Yes, you can filter for transactions exceeding a specific amount. Define your criteria and DryMerge will handle the filtering.

Can I map specific transaction types to different story points?

Yes, you can map various transaction types to different story points in Pivotal Tracker. Describe the mapping you need and DryMerge will set it up for you.

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

Project managers and accountants use this automation for aligning financial and project records to ensure accuracy.

Pivotal Tracker + QuickBooks

Reconcile Quickbooks Transactions with Pivotal Tracker Story Points

Improve your financial reconciliation by matching Quickbooks transactions with the story points assigned in Pivotal Tracker. This ensures alignment between project work and financial records.

New Transaction in Quickbooks

Triggers when a new transaction is recorded in Quickbooks.

Update Story Points

Updates the story points in Pivotal Tracker based on the Quickbooks transaction.

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

or pick a common variation below

Sync Quickbooks Invoice Payments with Pivotal Tracker Completion Status

Pivotal Tracker + QuickBooks

Create Quickbooks Invoices for Accepted Pivotal Tracker Stories

Pivotal Tracker + QuickBooks

Update Quickbooks with Time Spent on Pivotal Tracker Stories

Pivotal Tracker + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Reconcile quickbooks transactions with Pivotal Tracker story points"

Reconcile quickbooks transactions with Pivotal Tracker story points

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 Pivotal Tracker + QuickBooks.

App details

Pivotal Tracker

Pivotal Tracker is an agile project management tool. Plan and track software development projects, manage user stories and tasks, and collaborate with team members to deliver high-quality software.

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.