Slack
QuickBooks

Slack and Quickbooks Integration

Seamlessly connect Slack with QuickBooks to streamline your financial workflows and keep your team informed in real-time.

Explore Triggers and Actions

New User Mention (Instant)
New event when a username or specific keyword is mentioned in a channel.
New Saved Message (Instant)
New event when a message is saved.
New User Added (Instant)
New event when a new member joins a workspace.
New Reaction Added (Instant)
New event when a member has added an emoji reaction to a message.
New Keyword Mention (Instant)
New event when a specific keyword is mentioned in a channel.
New Direct Message (Instant)
New event when a message was posted in a direct message channel.
New Interaction Events (Instant)
New events on new Slack interactivity events sourced from Block Kit interactive elements.
New Channel Created (Instant)
New event when a new channel is created.
New Message In Channels (Instant)
New event when a new message is posted to one or more channels.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Slack and Quickbooks?

Our Slack and QuickBooks integration empowers your team to access key financial data, receive invoice and payment notifications, and manage accounting tasks directly within Slack. Stay updated on your business finances without switching apps, improving collaboration and speeding up decision-making.

Connect
Slack
and
QuickBooks
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What features does the Slack and QuickBooks integration offer?

The integration allows you to receive real-time notifications about invoices, payments, and expenses in Slack channels, create and send invoices directly from Slack, and quickly access financial summaries and reports without leaving your workspace.

How do I set up the Slack and QuickBooks integration?

To set up, simply connect your QuickBooks account within Slack via the Apps directory. Authorize the integration by logging into QuickBooks, then customize notification preferences and permissions to fit your team’s workflow.

Is my financial data secure when using this integration?

Yes, security is our top priority. The integration uses encrypted connections and adheres to industry-standard security protocols to ensure your QuickBooks data remains safe and confidential.

Can I customize which notifications I receive in Slack?

Absolutely. You can tailor notifications by type—such as invoices, payments, or expenses—and choose which Slack channels or direct messages they appear in, ensuring your team only gets relevant updates.

Does this integration support multiple QuickBooks accounts?

Yes, you can connect multiple QuickBooks accounts to different Slack channels or workspaces, making it easy to manage finances across various business units or clients.

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