Can I filter invoices by client priority?

Absolutely. You can filter invoices based on client priority to update tasks only for high-priority clients.

Can I update tasks with custom statuses?

Yes, you can update tasks with custom statuses beyond 'Overdue', such as 'Follow-up Required' or 'Critical'. Make these specifications during the setup.

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

This automation is a favorite among account managers and financial officers to ensure that overdue invoices are promptly followed up by updating the task statuses in ClickUp accordingly.

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ClickUp + QuickBooks

Update ClickUp Tasks for Overdue Invoices in QuickBooks

Stay on top of your overdue invoices by updating relevant ClickUp tasks. This automation updates the status of tasks in ClickUp to 'Overdue' whenever an invoice in QuickBooks exceeds its due date. Account managers and financial officers can benefit by keeping an accurate reflection of financial obligations within their project management environment.

Invoice Overdue

Triggers when an invoice exceeds its due date in QuickBooks.

Update Task Status

Updates the relevant ClickUp task's status to 'Overdue'.

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

or pick a common variation below

Archive ClickUp Tasks for Paid Invoices in QuickBooks

ClickUp + QuickBooks

Create ClickUp Tasks from QuickBooks Estimates

ClickUp + QuickBooks

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update ClickUp tasks for overdue invoices in QuickBooks"

Update ClickUp tasks for overdue invoices in QuickBooks

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.