HeartBeatAgents

QuickBooks

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Manage invoices, expenses, customers, vendors, and financial reports in QuickBooks Online.

What it does

Connects an agent to QuickBooks Online. Agents can list and create invoices, send an invoice, manage customers and vendors, list and create expenses, list accounts, and pull a profit-and-loss or balance sheet report.

Setup

  1. Go to Settings → Integrations → QuickBooks.
  2. Click Connect and authorize via OAuth 2.0.
  3. Choose which QuickBooks company file the agent should work with.
  4. Assign the connection to an agent.

Scopes requested

Full accounting access on the connected QuickBooks company.

Typical use

An agent that creates and sends an invoice the moment a deal closes, or one that pulls a profit-and-loss report when you ask how the business is doing this quarter.

  • Integrations Guide: the full catalog and security model these connections share
  • Xero: a similar accounting alternative