How can I filter for specific types of bank deposits?

DryMerge allows you to filter bank deposits by their type, such as checks or ACH transfers. Provide your criteria, and DryMerge will only notify you for those types.

Can I set reminders for the tasks created from deposits?

Yes, you can include reminders or deadlines in the tasks created. Specify your preference, and DryMerge will add them to the task details.

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

This automation is useful for treasurers and financial managers who need to ensure that all bank deposits are properly recorded and reviewed.

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Microsoft To Do + QuickBooks

Track QuickBooks Bank Deposits with Tasks in Microsoft To-Do

Ensure your bank deposits are always tracked by creating a task in Microsoft To-Do for each deposit recorded in QuickBooks. This automation helps ensure all deposits are reviewed and matched correctly, aiding in better financial oversight.

New Bank Deposit

Triggers when a new bank deposit is recorded in QuickBooks.

Create Deposit Task

Creates a task in Microsoft To-Do for the deposit review.

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

or pick a common variation below

Track QuickBooks Payroll Entries with Microsoft To-Do Tasks

Microsoft To Do + QuickBooks

Track Bank Deposits in QuickBooks with Microsoft To-Do

Microsoft To Do + QuickBooks

Manage QuickBooks Discounts 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, "Track QuickBooks bank deposits with tasks in Microsoft to-do"

Track QuickBooks bank deposits with tasks in Microsoft to-do

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.