Can I filter tasks by project type?

Definitely. You can filter tasks to update only when changes occur in specific types of projects. Set up your project criteria as needed.

Can I sync specific status changes only?

Yes, you can choose to sync only specific status changes, such as 'In Progress' to 'Completed', to update corresponding estimates.

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

Project managers and financial analysts use this automation to maintain accurate and updated estimates in QuickBooks based on the real-time status updates in ClickUp.

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ClickUp + QuickBooks

Update QuickBooks Estimates from ClickUp Status Changes

Keep your estimates in QuickBooks current by updating them when task statuses change in ClickUp. This automation ensures that any progress or changes made in ClickUp are reflected in QuickBooks estimates, providing up-to-date financial projections. It's perfect for project managers and financial analysts who need real-time consistency between their project and financial data.

Task Status Changed

Triggers when a task status changes in ClickUp.

Update Estimate

Updates the relevant estimate in QuickBooks.

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

ClickUp + QuickBooks

Generate QuickBooks Invoices from ClickUp Task Lists

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, "Update QuickBooks estimates from ClickUp status changes"

Update QuickBooks estimates from ClickUp status changes

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.