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01. IntegrationProductivityAccounting

Turn completed tasks into invoices and new work into estimates, automatically.

Inbound: keep the books in sync

Rills proposes each QuickBooks action the moment your Ticktick task changes, then waits for your swipe before anything posts. You stay in control of every invoice, estimate, and bill without slowing down your workflow.

02. Overview

Connect Ticktick to QuickBooks with an approval on every action

The ticktick quickbooks integration is built for freelancers and small teams who manage their work in Ticktick and bill through QuickBooks. When a task moves, gets created, or gets updated, the right financial record should follow. This connection closes that gap so you spend less time copying task details into accounting software.

Rills sits between the two apps and proposes each action before it runs. Complete a task and Rills queues a draft invoice for your review. Add a new task and a matching estimate is staged in QuickBooks. You swipe to approve or edit from your phone, and only then does the record post. Approvals and the logic that drives them are always free.

With ticktick to quickbooks automation you can cover the full project billing cycle. Completed tasks trigger invoices to bill clients on time, new tasks generate estimates to quote work before it starts, and task updates with revised scope create bills to track vendor expenses. Each action waits for your approval, so your books reflect decisions you made, not guesses an algorithm made for you. Setting up is straightforward: connect both accounts, pick a pairing, and run your first test to see how it works before you commit to anything.

03. Use cases

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

Create an invoice when a task is marked complete

When you mark a task complete in Ticktick, Rills drafts a corresponding invoice in QuickBooks and holds it for your review. You approve the invoice from your phone and the client gets billed for exactly the work that finished.

Build this workflow
04. Triggers and actions

Ticktick triggers and QuickBooks actions

  • Task CompletedCreate Invoice

    When a task is marked complete in Ticktick, automatically create an invoice in QuickBooks to bill the client for completed work.

  • Task CreatedCreate Estimate

    When a new task is created in Ticktick, automatically generate a corresponding estimate in QuickBooks to quote the work scope and cost.

  • Task UpdatedCreate Bill

    When a task is updated with new scope or vendor information in Ticktick, automatically create or update a bill in QuickBooks to track expenses associated with the work.

Actions in QuickBooks

  • Create Customer

    Add a new customer to your QuickBooks account with their contact details and billing information. This ensures all your sales and invoices are linked to the correct customer records for accurate accounting and reporting.

  • Create Estimate

    Generate a professional pricing quote that you can send to customers before they make a purchase decision, which can later be converted into an invoice when approved.

  • Create Invoice

    Generate a sales invoice in QuickBooks to bill customers for products or services, tracking what they owe and when payment is due.

  • Create Payment

    Records customer payments in QuickBooks, allowing you to apply single or partial payments against invoices and credit memos to keep your accounts receivable accurate.

  • Create Bill

    Record a bill from a vendor or supplier in QuickBooks Online, tracking money you owe for purchases, expenses, or services received.

  • Create Vendor

    Add a new supplier or vendor to your QuickBooks system so you can track purchases, manage payments, and maintain complete vendor information in one place.

  • Create Bank Account

    Add a new bank account to your customer's profile in QuickBooks, enabling you to process ACH transfers and eCheck payments directly from their bank.

  • Read Account

    Read an account in QuickBooks with the given account ID.

View all 105 QuickBooks actions
05. How approvals work

Every action waits for a tap.

  1. 01

    Workflow proposes

    When a Ticktick event fires, the agent drafts the QuickBooks 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

Ticktick → QuickBooks
82

Create an invoice when a task is marked complete?

Trigger: New event in Ticktick

Action: Run in QuickBooks

Pause until you approve.

SWIPE → APPROVE
06. Setup

How to connect Ticktick to QuickBooks

  1. 01

    Start your free trial

    Create a Rills account at no cost and without a credit card. You get 14 days to test the full integration before you decide to continue.

  2. 02

    Connect your Ticktick account

    Authorize Rills to read your Ticktick tasks and projects. This gives Rills visibility into task events like completions, creations, and updates.

  3. 03

    Connect your QuickBooks account

    Authorize Rills to write to QuickBooks on your behalf. Rills will use this to stage invoices, estimates, and bills for your review before posting them.

  4. 04

    Choose a trigger and action pair

    Pick a curated pairing to start, for example Task Completed in Ticktick paired with Create Invoice in QuickBooks. Configure any field mappings, such as client name or line item amount, so the draft records look right.

  5. 05

    Approve your first action from your phone

    Complete a task in Ticktick to fire the trigger. Rills will queue a draft invoice and send you an approval request. Swipe to approve from your phone and watch the invoice post to QuickBooks in real time.

07. FAQ

Common questions about connecting Ticktick to QuickBooks

How do I connect Ticktick to QuickBooks?

Start a free Rills trial, then authorize both your Ticktick and QuickBooks accounts from the integrations page. Choose a trigger, such as Task Completed, pair it with an action like Create Invoice, and run a test. Your first approved action confirms the connection is working.

How much does the Ticktick to QuickBooks integration cost?

Rills offers a free 14-day trial with no credit card required. Approvals and the logic that powers them are always free. You only pay when a real action runs in QuickBooks, such as posting an invoice or creating a bill.

Can I automatically create a QuickBooks estimate from a Ticktick task?

Yes. When you create a task in Ticktick, Rills can stage a matching estimate in QuickBooks. The estimate is held for your approval before it posts, so you review the details and confirm the scope is correct before the client ever sees a quote.

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

By default, Rills waits for your swipe before any action posts to QuickBooks. As you approve or adjust actions over time, Rills learns your preferences and can suggest higher confidence decisions, but a human approval always remains available whenever you want it.

What happens if I reject a proposed QuickBooks action?

Rejecting a proposed action cancels it before it posts. Nothing is written to QuickBooks, and your books are unaffected. You can edit the draft and re-submit it, or dismiss it entirely. The original Ticktick task is not changed either way.

Is this integration suitable for a solo freelancer or only for teams?

It is designed for solopreneurs and small teams of one to five people. The approval flow is lightweight enough for a single person to manage from a phone. You do not need a developer or IT support to set it up or maintain it.

08. Get started

Start with: Create an invoice when a task is marked complete

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