OpenEmail + QuickBooks

Connect QuickBooks once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

Open mailGet StartedAll connectorsFree to startAsks before it changes anything

Accounting, Payment processing

About QuickBooks

Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

Actions: 114

What the assistant can do in QuickBooks

A few of the things it can do once QuickBooks is connected.

Look things up

These run as soon as you ask.

  • Aged Receivables Report

    Generate an aged receivables report showing outstanding customer balances by age

  • Get Balance Sheet Report

    Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time

  • Get Changed Entities

    Retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API

  • Get Company Info

    Read company information from QuickBooks Online

  • Get General Ledger Report

    Generate a General Ledger report showing all transactions with debits, credits, and running balances

Make changes

It shows you what it is about to do and waits for your OK.

  • Create Bill

    Create a new bill in QuickBooks Online

  • Create Bill Payment

    Create a bill payment in QuickBooks to record payment against one or more bills

  • Create Deposit

    Creates a new deposit in QuickBooks Online

  • Create Estimate

    Creates a new estimate in QuickBooks Online

  • Create Item

    Create a new item in QuickBooks Online

How it works

Three steps

Connect QuickBooks

Sign in to QuickBooks from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in QuickBooks and runs it.

Stay in control

Lookups run at once. Anything that changes QuickBooks waits for your OK.

Price

Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect QuickBooks whenever you like.

More apps

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Square

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Start free

Connect your first app
in a minute.

Create an account, connect an app and ask the assistant about it.