QuickBooks to Trello Integration | MESA

Connect QuickBooks to Trello and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's QuickBooks to Trello integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Trusted by 1,000+ Shopify merchants

Why integrate QuickBooks with Trello

The QuickBooks to Trello integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Data integration →

Send every Shopify order to QuickBooks automatically

When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.

Order automation →

Create QuickBooks invoices from Shopify orders

When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.

Customer experience →

Keep customer records consistent across both platforms

When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.

Order automation →

Keep Trello boards current as orders arrive

When a Shopify order is placed, MESA automatically creates or updates a Trello card with the order details. Your team sees what needs action without manual data entry.

Fulfillment operations →

Alert your team when Trello card status changes

When a card moves to a new list, MESA notifies the right people in Slack or email. Nothing stalls waiting for someone to notice an update.

Data integration →

Log Shopify activity to Trello without lifting a finger

Every fulfillment, refund, or high-value order gets logged as a Trello card automatically. Your board stays up to date and your team stays in the loop.

Build any QuickBooks and Trello automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Board Updated

Starts when a board is updated.

Card Created

Starts when a card is created.

Card Deleted

Starts when a card is deleted.

Card Moved from Board

Starts when a card is moved from a board.

Card Moved to Board

Starts when a card is moved to a board.

Card Updated

Starts when a card is updated.

Comment Created

Starts when a comment is created in a board.

List Created

Starts when a list is created.

List Moved from Board

Starts when a list is moved from a board.

List Moved to Board

Starts when a list is moved to a board.

List Updated

Starts when a list is updated.

Credit Memo Created

Starts when a credit memo is created.

Customer Created

Starts when a customer is created.

Customer Deleted

Starts when a customer is removed.

Customer Updated

Starts when a customer is modified.

Invoice Created

Starts when an invoice is created.

Invoice Deleted

Starts when an invoice is removed.

Invoice Updated

Starts when an invoice is modified.

Item Created

Starts when an item is created.

Item Deleted

Starts when an item is removed.

Item Updated

Starts when an item is modified.

Add Comment to Card

Create a new comment on a card.

Add Label to Card

Add a label to a card.

Add Member to Board

Add a member to a board.

Add Member to Card

Add a member to a card.

Archive Cards in List

Archive all cards in a list.

Archive or Unarchive List

Archive or unarchive a list.

Create a Label on a Board

Create a label on a board.

Create a List on a Board

Create a list on a board.

Create Attachment on Card

Create an attachment on a card.

Create Board

Create a board.

Create Card

Create a new card.

Create Checkitem on Checklist

Create a check item on a checklist.

Create Checklist

Create a checklist.

Create Checklist on Card

Create a new checklist on a card.

Create Custom Emoji for Member

Create a custom emoji for a member.

Create Label

Create a label.

Create Label on a Card

Create a new label for the board and add it to a card.

Create List

Create a new list.

Create Tag for Board

Create a tag for a board.

Delete Board

Remove a board.

Delete Card

Remove a card.

Delete Card's Attachment

Remove an attachment from a card.

Delete Card's Check Item

Remove a check item from a card.

Delete Checkitem from Checklist

Remove a checkitem from a checklist.

Delete Checklist

Remove a checklist.

Delete Checklist from Card

Remove a checklist on a card.

Delete Label

Remove a label.

Get Card's Field

Grab all details about a field on a card.

Get Card's Members

Obtain a list of members of a card.

Get List of Available Emojis

Obtain a list of available emojis.

Get List of Board's Cards

Obtain a list of cards on a board.

Get List of Board's Checklists

Obtain a list of checklists on a board.

Get List of Board's Members

Obtain a list of members who have access to a board.

Get List of Card's Attachments

Obtain a list of attachments on a card.

Get List of Card's Checklists

Obtain a list of checklists on a card.

Get List of Card's Completed Checklist Items

Obtain a list of completed checklist items on a card.

Get List of Cards the Member is on

Obtain a list of cards a member is on

Get List of Checklist's Checkitems

Obtain a list of checkitems on a checklist.

Get List of Filtered Cards on Board

Obtain a list of cards on a board that matches a given filter.

Get List of Filtered Lists on a Board

Obtain a list of filtered lists on a board.

Get List of Labels on a Board

Obtain a list of labels on a board.

Get List of List's Cards

Obtain a list of existing cards in a list.

Get List of Member's Boards

Obtain a list of boards that the user is a member of.

Get List of Member's Custom Emojis

Obtain a list of a member's uploaded custom emojis.

Get List of Member's Invited Boards

Obtain a list of boards a member has been invited to.

Get Lists on a Board

Get the lists on a board.

Get the Board a List is on

Get the board a list is on.

Get the Board the Card is on

Get the board associated with the card.

Get the Board the Checklist is on

Get the Board the Checklist is on.

Get the Card the Checklist is on

Get the Card the Checklist is on.

Get the List of a Card

Get the list a card is in

Invite Member to Board via email

Invite a member to the board via email.

Mark Board as Viewed

Mark a board as viewed.

Move Cards in List

Move all Cards in a List

Move List to Board

Move a list to a different board.

Remove Label from Card

Remove a label from a card.

Remove Member from Board

Remove a member from the board.

Remove Member from Card

Remove a member from a card.

Retrieve Board

Grab all details about a board.

Retrieve Card

Grab all details about a card.

Retrieve Card's Attachment

Grab all details about an attachment on a card.

Retrieve Card's Check Item

Grab all details about a check item on a card.

Retrieve Checklist

Grab all details about a checklist.

Retrieve Checklist's Checkitem

Grab all details about a checkitem on a checklist.

Retrieve Checklist's Field

Grab all details about a field on a checklist.

Retrieve Field on Board

Grab all details about a field on a board.

Retrieve Label

Grab all details about a label.

Retrieve List

Grab all details about a list.

Retrieve Member

Grab all details about a member.

Retrieve Member

Grab all details about a member.

Retrieve Member's Custom Emoji

Grab all details about a member's custom emoji.

Retrieve Member's Field

Grab all details about a member's field.

Update Board

Modify a board's details.

Update Card

Modify a card's details.

Update Card's Check Item

Modify the details of a checkItem on a card.

Update Card's Check Item in Checklist

Modify an item in a checklist on a card.

Update Checklist

Modify a checklist's details.

Update Field in Checklist

Modify a checklist's field.

Update Label

Modify a label's details.

Update Label's Field

Modify a field on a label.

Update List

Modify a list's details.

Update List's Field

Modify a field on a list.

Update Member

Modify a member's details.

Create Account

Create an account.

Create Attachable

Create an attachable.

Create Bill

Create a bill.

Create Class

Create a class.

Create Credit Memo

Create a credit memo.

Create Customer

Create a customer.

Create Department

Create a department.

Create Invoice

Create an invoice.

Create Item

Create an item.

Create Journal Entry

Create a journal entry.

Create or Update Estimate

Create or modify an estimate.

Create Payment

Create a payment.

Create Purchase

Create a purchase.

Create Purchase Order

Create a purchase order.

Create Sales Receipt

Create a sales receipt.

Create Tax Agency

Create a tax agency.

Create Tax Service

Create a tax service.

Create Time Activity

Create a time activity.

Create Transfer

Create a transfer.

Delete Employee

Remove an employee.

Delete Vendor Credit

Remove vendor credit.

Query Account List Report

Request an account list report.

Query Aged Payable Detail Report

Request an aged payable detail report.

Query Aged Payables Report

Request an aged payables report.

Query Aged Receivable Detail Report

Request an aged receivable detail report.

Query Aged Receivables Report

Request an aged receivables report.

Query Balance Sheet Report

Request a balance sheet report.

Query Cash Flow Report

Request a cash flow report.

Query Class Sales Report

Request a class sales report.

Query Credit Memo

Query for credit memos.

Query Customer

Query for customers.

Query Customer Balance Detail Report

Request a customer balance detail report.

Query Customer Balance Report

Request a customer balance report.

Query Customer Income Report

Request a customer income report.

Query Customer Sales Report

Request a customer sales report.

Query Department Sales Report

Request a department sales report.

Query for Invoice

Query for invoices.

Query for Item

Query for items.

Query General Ledger Report

Request a general ledger report.

Query Journal Entry

Query for journal entries.

Query Profit and Less Report

Request a profit and less report.

Query Profit and Loss Detail Report

Request a profit and loss detail report.

Query Report

Request a report.

Query Sales by Product Report

Request a sales by product report.

Query Transaction List Report

Request a transaction list report.

Query Transfer

Query for a transfer.

Query Trial Balance Report

Request a trial balance report.

Query Vendor Balance Detail Report

Request a vendor balance detail report.

Query Vendor Balance Report

Request a vendor balance report.

Query Vendor Expenses Report

Request a vendor expenses report.

Retrieve Account

Grab all details about an account.

Retrieve Attachable

Grab all details about an attachable.

Retrieve Bill

Grab all details about a bill.

Retrieve Bill Payment

Grab all details about a bill payment.

Retrieve Class

Grab all details about a class.

Retrieve Company Information

Grab all details about the company.

Retrieve Credit Memo

Grab all details about a credit memo.

Retrieve Customer

Grab all details about a customer.

Retrieve Department

Grab all detail about a department.

Retrieve Deposit

Grab all details about a deposit.

Retrieve Employee

Grab all details about an employee.

Retrieve Estimate

Grab all details about an estimate.

Retrieve Exchange Rate for Individual Currency Code

Grab all details about an exchange rate for a specific currency code.

Retrieve Invoice

Grab all details about an invoice.

Retrieve Item

Grab all details about an item.

Retrieve Journal Entry

Grab all details about a journal entry.

Retrieve Payment

Grab all details about a payment.

Retrieve Payment Method

Grab all details about a payment method.

Retrieve Preference

Grab all details about a preference.

Retrieve Purchase

Grab all details about a purchase.

Retrieve Purchase Order

Grab all details about a purchase order.

Retrieve Refund Receipt

Grab all details about a refund receipt.

Retrieve Sales Receipt

Grab all details about a sales receipt.

Retrieve Tax Agency

Grab all details about a tax agency.

Retrieve Tax Code

Grab all details about a tax code.

Retrieve Tax Rate

Grab all details about a tax rate.

Retrieve Term

Grab all details about a term.

Retrieve Transfer

Grab all details about a transfer.

Retrieve Vendor

Grab all details about a vendor.

Retrieve Vendor Credit

Grab all details about a vendor credit.

Update Bill Payment

Modify a bill payment.

Update Credit Memo

Modify a credit memo's details.

Update Customer

Update a customer.

Update Deposit

Modify a deposit.

Update Journal Entry

Modify a journal entry's details.

Update Payment Method

Modify a payment method.

Update Preference

Modify a preference.

Update Purchase Order

Modify a purchase order's details.

Update Refund Receipt

Modify a refund receipt.

Update Term

Modify a term.

Update Vendor

Modify a vendor.

Upload Attachments

Upload and link new attachments.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate QuickBooks with Trello today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

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