monday.com time tracking and invoicing integration with accounting software
We bill clients hourly and need to track time in monday.com, then export to our accounting software for invoicing. What's the best integration setup for this workflow?
3 Answers
Here's the setup that works for us: Enable the native Time Tracking column in your client project boards. Configure it to track by person so you know who's logging time. Create a 'Billable Hours' dashboard using the Time Tracking analytics. For integration, we use Zapier to sync time entries to QuickBooks Online: when a time entry is logged in monday.com, Zapier creates a time entry in QuickBooks with the project/task mapping. This automates 90% of our billing workflow. Alternative: If you're on Enterprise, monday.com's native integrations with Xero and QuickBooks handle this directly.
Important: Make sure to set up proper hourly rates in monday.com. Use the Number column to store each person's billable rate, then create a Formula column to calculate total: {Hours} * {Hourly Rate}. This gives you the billing amount directly in monday.com before export. Also, set up automations to alert when time isn't logged within 48 hours of completing work.
We use the monday.com native integration with Stripe for client billing. Time entries automatically generate invoices in Stripe. The key is setting up the proper mapping between monday.com boards and Stripe products. One limitation: the integration doesn't handle complex billing scenarios like milestone-based billing - we handle those manually.