QuickBooks for your voice agent

Your voice agent can look up invoices in QuickBooks on every plan. It connects in one click.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to QuickBooks from Connected apps and approve access. There's no API key to paste.
What it reads
Look up invoices.
What it changes
Create invoices and payments.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on. Switched on when you connect: look up invoices.
Custom work
None for the actions listed here. Anything they don't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Ready-made actions added 10 November 2026, with a connection test you run after connecting ("Read your latest invoice"). Action list checked 14 November 2026.

Ready-made actions

  • Look up invoicesFind a caller's invoices and what is still owed.On when connected
  • Create invoices and paymentsRaise an invoice or record a payment.Off until you switch it on

QuickBooks actions

Reads 71

  • Aged Receivables Report
  • Get Attachable
  • Get Balance Sheet Report
  • Get Bank Account
  • Get Bill
  • Get Bill Payment
  • Get Changed Entities
  • Get Company Info
  • Get Credit Memo
  • Get Credit Memo PDF
  • Get Department
  • Get Deposit
  • Get Estimate
  • Get Estimate PDF
  • Get Exchange Rate
  • Get General Ledger Report
  • Get Inventory Valuation Summary
  • Get Invoice PDF
  • Get Item
  • Get Journal Entry
  • Get Payment
  • Get Payment Method
  • Get Payment PDF
  • Get Company Preferences
47 more
  • Get Profit and Loss Detail Report
  • Get Profit and Loss Report
  • Get Purchase
  • Get Purchase Order
  • Get Purchase Order PDF
  • Get Refund Receipt
  • Get Refund Receipt PDF
  • Get Report - Account List
  • Get Report - Aged Payable Detail
  • Get Report - Aged Payables
  • Get Report - Aged Receivable Detail
  • Get Report - Cash Flow
  • Get Report - Class Sales
  • Get Report - Customer Income
  • Get Report - Customer Sales
  • Get Report - Department Sales
  • Get Report - Item Sales
  • Get Reports
  • Get Report - Trial Balance
  • Get Sales Receipt
  • Get Sales Receipt PDF
  • Get Tax Rate
  • Get Term
  • Get Time Activity
  • Get Transaction List Report
  • Get Transfer
  • Get Vendor Credit
  • Get Vendor Expenses Report
  • List Cards
  • List Departments
  • List Invoices
  • Query Account Entities
  • Query Attachable Entities
  • Query Bills
  • Query Customer Entities
  • Query QuickBooks Entities
  • Query Estimate Entities
  • Query Invoices
  • Query Item Entities
  • Query Payment Entities
  • Query Vendor Entities
  • Read Account
  • Read Class
  • Read Customer
  • Read Employee
  • Read Invoice
  • Read Vendor

Changes 40

  • Capture Charge
  • Create Account
  • Create Bank Account
  • Create Bill
  • Create Bill Payment
  • Create Class
  • Create Credit Memo
  • Create Customer
  • Create Deposit
  • Create eCheck Payment
  • Create Employee
  • Create Estimate
  • Create Invoice
  • Create Item
  • Create Journal Entry
  • Create Payment
  • Create Purchase
  • Create Purchase Order
  • Create Refund Receipt
  • Create Sales Receipt
  • Create Tax Agency
  • Create Tax Code via TaxService
  • Create Time Activity
  • Create Vendor
16 more
  • Create Vendor Credit
  • Customer Balance Detail
  • Customer Balance Report
  • Execute Batch Operation
  • Send Credit Memo
  • Update Attachable
  • Update Company Info
  • Update Department
  • Update Full Invoice
  • Update Payment Method
  • Update Preferences
  • Update Sparse Invoice
  • Update Term
  • Update Transfer
  • Vendor Balance Detail
  • Vendor Balance Report

Deletes 2

  • Delete Bank Account
  • Delete Item

QuickBooks setup

  1. Signing in to QuickBooks

    Choose QuickBooks in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    The ready-made actions start in their default state. Switch any of them on or off for each agent.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

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