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How to Integrate Asana with Quickbooks



How to Integrate Asana with Quickbooks: step-by-step guide

  1. Log in to Zapier, click on "Create," and then select "Zaps" to get started.

  2. Click "Trigger" to proceed.

  3. Search for "Asana" to set it as Trigger App.

  4. Choose an event under Asana.

  5. Sign in to your Asana account then click "Continue."

  6. Choose a value under "Workspace/ Organization" then click "Continue" to proceed.

  7. Click "Test trigger."

  8. Click "Continue with selected record."

  9. Search and select "Quickbooks Online" as the action app. This is a Pro feature so you may need to buy a plan to proceed.

  10. Choose an event under Quickbooks.

  11. Click on the dropdown to customize then select "Yes, Continue to Quickbooks Online."

  12. After signing in to your Quickbooks account, select a company then hit "Next."

  13. Click "Connect" to grant Zapier access to your Quickbooks.

  14. Answer the question, then click "Submit."

  15. Complete and customize the required fields to proceed.

  16. Click “Test step.”

  17. After testing the step, click "Publish" to complete the integration.

Quick answer: To connect your workflow with Quickbooks Online, log in to Zapier, set Asana as the trigger app, test the trigger, select Quickbooks Online as the action app, sign in and connect your account, complete the required fields, test the step, and publish the integration.

About this Asana tutorial

Integrate Asana with Quickbooks Online using Zapier by setting up triggers, connecting accounts, customizing fields, and publishing. This guide shows how to integrate Asana with Quickbooks in 17 steps, starting with "Log in to Zapier, click on 'Create,' and then select 'Zaps' to get started" and finishing with "After testing the step, click 'Publish' to complete the integration". The interactive demo above is a click-through copy of the real Asana interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to integrate Asana with Quickbooks?

17 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Asana data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Asana and QuickBooks. Related guides: How to Integrate Asana with Semrush, How to Integrate Asana with Smartsheet and How to Integrate Asana with Squarespace. Last reviewed 05 Oct 2026.

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