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01. IntegrationAccountingProductivity

Turn QuickBooks activity into Ticktick tasks, with your approval before anything changes

Inbound: capture work where it happens

Every invoice, bill, and payment in QuickBooks can land as a task in Ticktick before you've even thought to add it. You review each proposed action from your phone and approve only what makes sense.

02. Overview

Connect QuickBooks to Ticktick with an approval on every action

The QuickBooks Ticktick integration on Rills is built for solopreneurs and small teams who want their accounting activity to drive their task list without the risk of automation running unchecked. When something happens in QuickBooks, a corresponding task appears in Ticktick so nothing falls through the cracks.

Rills sits between the two apps and proposes each action before it executes. You get a notification on your phone, swipe to approve or reject, and the task is created or updated only after you say so. Approvals and logic are always free. You only pay when a real action runs. Over time, the system learns from your decisions.

With quickbooks to ticktick automation, you can create follow-up tasks the moment an invoice is issued, log bill payment reminders as soon as an expense lands, kick off vendor onboarding steps when a new supplier is added, and mark tasks complete when a payment is recorded. The result is a task list that reflects your books in real time.

03. Use cases

What QuickBooks can hand to Ticktick, with you in the loop

Create a follow-up task when an invoice is issued

Each time a new invoice is created in QuickBooks, a corresponding task is proposed in Ticktick to track client follow-up or payment collection. You always have a logged next step tied to every outstanding invoice.

Build this workflow
04. Triggers and actions

QuickBooks triggers and Ticktick actions

  • Create InvoiceCreate Task

    When an invoice is created in QuickBooks, a task can be automatically generated in Ticktick to track follow-up actions such as payment collection or client communication.

  • Create BillCreate Task

    New bills in QuickBooks can trigger task creation in Ticktick to ensure expense tracking, approval reminders, or payment scheduling are logged and monitored.

  • Create VendorCreate Task

    Adding a new vendor in QuickBooks can automatically create a task in Ticktick to initiate onboarding procedures, document review, or relationship management workflows.

  • Create PaymentUpdate Task

    When a payment is created in QuickBooks, an associated task in Ticktick can be updated to mark payment confirmations, record reconciliation notes, or transition task status to reflect completion.

Actions in Ticktick

  • List All Tasks

    Retrieve all pending tasks across your entire account in a single view, helping you stay on top of everything that needs to be done without navigating through individual projects.

  • Create Task

    Creates a new task in TickTick with customizable details like title, due dates, reminders, and subtasks to organize your work and projects.

  • Complete Task

    Mark a task as complete in TickTick to track progress on your projects and keep your task list organized. Completed tasks are automatically hidden from active views, helping you focus on what still needs to be done.

  • Update Task

    Modify an existing task's details such as title, due date, priority, tags, and description to keep your to-do list current and organized. Use this to reschedule work, adjust priorities, or add information as project needs change.

  • Delete Task

    Permanently removes a task from your TickTick project, allowing you to clean up completed, cancelled, or no-longer-needed items from your task lists.

  • Get Project By ID

    Retrieve detailed information about a specific TickTick project using its ID, including tasks, settings, and project metadata. Use this when you need to access or verify project details for reporting, automation, or integration purposes.

  • Get project with data

    Retrieves all incomplete tasks and structure information for a specific TickTick project, helping you see what work remains to be done. This is useful for understanding project progress and managing active workload.

  • Get Task By Project And ID

    Retrieve detailed information about a specific task in TickTick by providing the project and task IDs. Use this when you need to check task details, progress, deadlines, or status for project management and planning.

View all 14 Ticktick actions
05. How approvals work

Every action waits for a tap.

  1. 01

    Workflow proposes

    When a QuickBooks event fires, the agent drafts the Ticktick action and pauses.

  2. 02

    You approve from your phone

    A push notification lands on your phone. Swipe to approve or reject in seconds.

  3. 03

    Action runs, then learns

    Confidence climbs each time you approve. Repeated approvals graduate to auto-execute.

Queue 3

QuickBooks → Ticktick
82

Create a follow-up task when an invoice is issued?

Trigger: New event in QuickBooks

Action: Run in Ticktick

Pause until you approve.

SWIPE → APPROVE
06. Setup

How to connect QuickBooks to Ticktick

  1. 01

    Start your free trial

    Go to Rills and create an account. No credit card is needed and your 14-day trial gives you full access to set up and test automations.

  2. 02

    Connect your QuickBooks account

    In the Rills dashboard, add QuickBooks as your source integration and authorize access to your company file. Rills only requests the permissions it needs to read trigger events.

  3. 03

    Connect your Ticktick account

    Add Ticktick as your target integration and grant Rills permission to create and update tasks on your behalf. The authorization takes about a minute.

  4. 04

    Choose your first trigger and action

    Select Create Invoice as the QuickBooks trigger and Create Task as the Ticktick action. Map the invoice details to the task fields, such as the client name and due date, so the task arrives ready to act on.

  5. 05

    Approve your first run from your phone

    When a new invoice is created in QuickBooks, Rills will propose a task in Ticktick and send you a notification. Swipe to approve on your phone and watch the task appear in Ticktick.

07. FAQ

Common questions about connecting QuickBooks to Ticktick

How do I connect QuickBooks to Ticktick?

Start a free Rills trial, then authorize both your QuickBooks and Ticktick accounts inside the Rills dashboard. Pick a QuickBooks trigger like Create Invoice, pair it with a Ticktick action like Create Task, and your first automation is ready to run in a few minutes.

How much does the QuickBooks to Ticktick integration cost?

Rills offers a free 14-day trial with no credit card required. Approvals and automation logic are always free. You only pay for real actions that execute, such as creating or updating a task in Ticktick, so you never pay for proposals you reject.

Can I automatically create a Ticktick task every time I add a new vendor in QuickBooks?

Yes. The Create Vendor trigger in QuickBooks can propose a new task in Ticktick covering onboarding steps, document review, or anything else your new-supplier process requires. You approve the task from your phone before it appears in Ticktick.

Do I have to approve every single action, or can it run automatically later?

By default, each proposed action waits for your approval on your phone before it runs. As Rills learns your patterns, you can choose to auto-approve certain action types you trust. You stay in control and can change that setting at any time.

Which QuickBooks events can trigger tasks in Ticktick?

The supported triggers include Create Invoice, Create Bill, Create Vendor, and Create Payment. Each event can map to a Create Task or Update Task action in Ticktick, giving you coverage across invoicing, expenses, supplier management, and payment reconciliation.

What happens if I reject a proposed Ticktick task?

Rejecting a proposal means the action does not run and nothing changes in Ticktick. Rills logs your decision, which helps the system understand your preferences over time. You are never charged for a rejected action, and you can review the proposal history in your dashboard.

08. Get started

Start with: Create a follow-up task when an invoice is issued

Free to try. Approvals are always free. You only pay when your workflows take real actions.