QuickBooks

QuickBooks

Finance & ERP

Connect QuickBooks to JoySuite and give your AI assistants access to your accounting data. Query invoices, expenses, customers, and financial reports using natural language.

Access Mode
Read Only
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Coming Soon

Connect QuickBooks to JoySuite

Enable your AI assistants to query accounting data, surface financial insights, and help your team manage finances efficiently.

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What Your Assistants Can Access

JoySuite securely connects to QuickBooks, making these resources available to your AI assistants.

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Invoices

Access invoices, payment status, and customer balances.

Invoice # Customer Amount Status Due Date
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Expenses

Query expenses, bills, and payment records.

Vendor Amount Category Date Status
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Customers

Access customer records and transaction history.

Name Email Balance Terms Last Transaction
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Vendors

View vendor information and payment history.

Name Balance Terms Last Payment Contact
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Reports

Access P&L, balance sheet, and custom reports.

Report Type Date Range Columns Totals
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Accounts

Query chart of accounts and balances.

Account Name Type Balance Currency Status

Connector Commands

Use these specialized commands to interact with your QuickBooks data directly in conversations.

/quickbooks invoice

Get Invoice

Retrieve invoice details and payment status.

/quickbooks customer

Get Customer

Access customer record and balance.

/quickbooks expenses

List Expenses

Query expenses by date range or vendor.

/quickbooks report

Run Report

Generate P&L, balance sheet, or custom report.

/quickbooks aging

AR/AP Aging

View accounts receivable or payable aging.

/quickbooks search

Search Transactions

Search across all transaction types.

Example Prompts

See how your team can leverage QuickBooks data with natural language queries.

"

Show me all unpaid invoices over 30 days old. What's the total outstanding?

Invoices AR Aging Collections
"

What were our total expenses by category last month?

Expenses Categories Monthly Report
"

Pull the P&L for Q3 and compare it to the same period last year.

P&L Comparison Quarterly
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Which customers have the highest outstanding balances right now?

Customers Balances AR Review

Cross-System Intelligence

Combine QuickBooks data with other connected systems for deeper insights.

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QuickBooks + CRM

Surface customer payment status alongside deal and contact records.

Complete customer view
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QuickBooks + Slack

Get invoice status and financial answers in team channels.

Instant financial info
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QuickBooks + Analytics

Combine accounting data with business intelligence tools.

Enhanced financial analysis
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QuickBooks + E-Signature

Link signed contracts with customer invoices and payments.

Contract-to-cash visibility

Permissions & Access Control

You control exactly what JoySuite can access within QuickBooks.

Default

Read Access

Standard access level for querying QuickBooks data.

  • View invoices and transactions
  • Access customer and vendor records
  • Run financial reports
  • Query account balances
Not Available

Write Access

Write access is not available for this connector.

  • QuickBooks is read-only by design
  • Invoice creation requires QuickBooks
  • Data integrity preserved
  • Full audit trail maintained

Connect in Minutes

1

Click Connect

Select QuickBooks from the connector library

2

Authorize

Log in and approve the connection

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside QuickBooks.

Ready to Connect QuickBooks?

Give your AI assistants access to your QuickBooks data. Get started in minutes.

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