Importing Projects from monday.com

Greetings,

We are a professional services firm, and we use project codes/billing codes for our billable assignments.

We use monday.com as our project management system, and once a project has been completed, and is ready to be invoiced, we manually enter all the details as a new project in QuickBooks. This is time-consuming, and leaves room for human error.

We can export the data from monday.com in .csv format, but we are unable to import that as a project on QuickBooks.

QuickBooks Time appears to be one solution for this, but we may also need to consider other options.

We would be keen to hear from advisors to other professional services firms who work in a similar way, and who have found solutions for importing projects, which are essentially distinct billable assignments with project codenames or billing codes.

Best regards,

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CEO

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