Managing finance operations often requires constant coordination between your accounting system and internal teams. QuickBooks handles invoices, payments, and customer records efficiently, but that data often stays siloed unless it’s manually shared. Jugl, on the other hand, is built for structured task management and team execution.
In this guide, you’ll learn how to:
Trigger Jugl tasks from QuickBooks events (like new invoices or customers)
Use Jugl boards to track and assign finance-related work
Explore future two-way use cases where Jugl updates flow back to QuickBooks
Why Connect QuickBooks to Jugl?
QuickBooks is great at handling financial data. Jugl is great at organizing tasks and collaboration. When you combine both, you unlock smarter workflows.
Here’s what this integration helps you do:
Get notified when a new customer signs up or an invoice is created
Automatically create tasks in Jugl when a payment is received
Track financial activity without logging into QuickBooks every time
Assign responsibilities to internal teams (like Finance or Sales)
Reduce missed follow-ups and overdue invoice collections
Example Benefits
QuickBooks Event | What Jugl Can Do |
New Customer Added | Create onboarding task for sales team |
New Invoice Created | Notify finance to review details |
Payment Received | Close open task, notify account manager |
Customer Updated | Trigger a review task for account owner |
Step 1: Select QuickBooks as Your Source
You begin by choosing QuickBooks Online from your available apps in the automation setup tool.
🖼️ Image A: Selecting QuickBooks from the available applications.
This is where the automation will listen for new events like invoices, customers, or payments.
Tip: Make sure your QuickBooks account has access to all data you want to sync. Admin permissions are preferred.
Step 2: Choose a Trigger from QuickBooks
Once you’ve picked QuickBooks, you’ll be asked to choose a trigger. This defines when the automation will run.
🖼️ Image B: List of QuickBooks triggers such as “New Customer” or “New Invoice”.
Popular triggers include:
New Customer – When someone is added in QuickBooks
New Invoice – When an invoice is generated
New Payment – When payment is logged
Updated Customer – When changes are made to customer info
For example, if your team needs to follow up on every new customer, choose “New Customer” as the trigger.
Step 3: Connect QuickBooks to the Automation Platform
Once your trigger is chosen, you’ll need to link your actual QuickBooks account.
Here’s what the connection screen usually asks:
🖼️ Image C: Connection window showing authentication and project setup.
Note: You’ll need to click “Connect to QuickBooks” and authorize the integration using your Intuit login. This is a one-time step.
Step 4: Define What Happens in Jugl
Once QuickBooks is connected, the next part is choosing what action Jugl should take when the trigger fires.
🖼️ Image D: Workflow diagram showing “New Customer in QuickBooks” → “Create Task in Jugl”.
A typical workflow looks like this:
A new customer is added in QuickBooks
A task is created in Jugl in the “Customer Onboarding” board
The task includes details like name, contact, date added
Jugl assigns the task to the sales or operations team
If there’s an error, the system tries again. If it still fails, it stops and logs the issue.
QuickBooks to Jugl in Action: Real-World Use Cases
When financial data enters QuickBooks, whether it's a new invoice, customer update, or payment, you can automate follow-up work using Jugl. These workflows ensure that finance, operations, and sales teams are alerted, tasks are tracked, and nothing falls through the cracks.
Below are practical scenarios where data from QuickBooks is automatically converted into structured, actionable tasks in Jugl for better team coordination and faster execution.
Use Case 1: Sync Customer Records for Coordinated Communication
When customer records are added or updated in QuickBooks, you can automatically push those updates into Jugl. This is useful for onboarding teams, customer support, or sales follow-ups, ensuring everyone works with the latest info.
Step | Action | System |
New/Updated customer in QB | Trigger fires | QuickBooks |
Task created in Jugl | “Customer Updated – ACME Construction” | Jugl |
Assigned to | Customer Success or Sales | Jugl |
Status | “Pending Contact” or “Review Changes” | Jugl |
🟢 Note: This helps ensure no account falls through the cracks when important details change, like billing address, contact name, or payment terms.
Use Case 2: Sync Inventory Items to Improve Visibility
Keeping track of inventory changes is critical for product-based businesses. This use case lets you sync new or updated inventory items from QuickBooks to Jugl as tasks or logs, so your operations, procurement, or warehouse teams stay in the loop.
Step | Action | System |
Inventory item added/updated | Trigger fires | QuickBooks |
Task created in Jugl | “Inventory Item Updated – Steel Brackets” | Jugl |
Assigned to | Warehouse/Inventory Manager | Jugl |
Due Date | Immediate or scheduled review | Jugl |
🟢 Tip: Use labels like "Restock Needed" or "Track Price Fluctuation" to help categorize tasks.
Sending Updates from Jugl to QuickBooks: What You Can Automate
While the current QuickBooks-to-Jugl integration handles task creation, a future two-way setup opens the door for pushing updates back to QuickBooks when internal work is completed in Jugl. This can help reduce manual updates in QuickBooks and improve accuracy across customer, invoice, and inventory data.
Here’s what a two-way sync could enable:
Jugl Action | Update in QuickBooks | Why It Matters |
Onboarding task completed | Mark customer record as "Engaged" | Ensures customer lifecycle is current |
Payment follow-up closed | Tag invoice as "Reviewed" | Avoids duplicate follow-up by finance |
Issue resolution task marked done | Add note to customer profile | Maintains clean account histories |
Inventory task triggers restock | Update inventory quantity in QBO | Improves inventory accuracy |
Refund task completed | Record refund in QuickBooks | Keeps payment and customer data in sync |
Tip: Once bi-directional sync is supported, you can also automate conditional actions, such as triggering invoice creation from Jugl after a deal closes.
Best Practices for QuickBooks Integration
🟢 Keep task names clean
Use naming templates like New Customer – {{CompanyName}} or Invoice #{{InvoiceNumber}}.
🟢 Test before going live
Start with a few triggers and test them end-to-end to avoid clutter.
🟢 Use Tags and Boards wisely
Create separate boards for customers, payments, and invoices to keep things organized.
🟢 Error monitoring matters
Make sure retry and stop paths are configured properly to avoid missed actions.
Future Possibilities
While this setup is one-way, you can expand it over time:
Add Email notifications when high-value payments are received
Build dashboards inside Jugl for finance overview
Use Jugl’s mobile app to track tasks on the go
Tag customers with issues and notify support automatically
This integration lays the foundation for a more streamlined, finance-aware workflow.
Final Note
Integrating QuickBooks with Jugl lets you manage financial activities like onboarding, invoice reviews, and payment confirmations without switching between tools.
You can set this up once, and let your team focus on execution instead of tracking updates manually.
If you're managing customer onboarding or watching payment flows, this setup turns your QuickBooks data into organized, actionable work inside Jugl.