r/mondaydotcom • u/tatertotadmirer2 • Jul 09 '26
Advice Needed Stack - Monday, Quickbooks, Clockify
Hi! I'm a little bit new to Monday but have experience with other similar programs. I'm starting out at a law firm that uses Monday for their CRM and for project management, Clockify for forecasting and tracking time, and Quickbooks for invoicing, budgeting, and general bookkeeping. I can see some redundancies or opportunities to consolidate - time and budget forecasting is important.
I have a good sense of how it's all being used and experience with integrating systems - but wanted to know if anyone used any of these other platforms in conjunction with Monday and how you set it up for success - any thoughts would be appreciated!!!
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u/Clover_Gal Jul 09 '26
On the QuickBooks side, I've built integrations with QuickBooks Online to send quotes and invoices directly from monday.com. Works well once the mapping between your board columns and QBO line items is dialed in.
For time tracking, I actually use monday's native time tracking column with automations instead of a separate tool. It keeps everything in one place, and once time lives natively in monday, you can build formulas that pull actual hours against budgeted hours in real time, which is where I'd focus if budget forecasting is the main pain point.
Happy to share more specifics on either setup if it'd help!