QuickBooks Integration for Support Teams

Explore Triggers and Actions

New Customer Updated

Trigger new event when a customer is updated.

New Customer Created

Trigger new event when a new customer is created.

New Employee Created

Trigger new event when a new employee is created.

New Employee Updated

Trigger new event when an employee is updated.

New Invoice Created

Trigger new event when a new invoice is created.

New Invoice Updated

Trigger new event when an invoice is updated.

New Item Created

Trigger new event when a new item is created.

New Item Updated

Trigger new event when an item is updated.

New Purchase Created

Trigger new event when a new purchase is created.

Search Invoices

Searches for invoices. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#query-an-invoice)

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/apagingdetail#query-a-report)

Create Customer

Creates a customer. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer#create-a-customer)

Create Bill

Creates a bill. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/bill#create-a-bill)

Create Estimate

Creates an estimate. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/estimate#create-an-estimate)

Create Invoice

Creates an invoice. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice#create-an-invoice)

Create Payment

Creates a payment. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)

Create Purchase Order

Creates a purchase order. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/purchaseorder#create-a-purchaseorder)

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online. [See the documentation](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/profitandloss#query-a-report)

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

We’re adding more usecases, triggers and actions - check back soon!

QuickBooks

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up QuickBooks integration in Ayudo?

To use QuickBooks integration in Ayudo, add the QuickBooks node to your workflow. Authenticate using OAuth credentials. Create support tickets from QuickBooks events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle QuickBooks data in support conversations.

Do I need any special permissions or API keys to integrate QuickBooks with Ayudo?

You'll need OAuth credentials from QuickBooks. Find these in QuickBooks’s app settings under API connections. Ensure permissions for accessing customer data, transactions, and invoices. Admin access may be required. Ensure your credentials have access to transaction data for full support automation capabilities.

Can I combine QuickBooks with other apps in Ayudo workflows?

Yes! QuickBooks works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For example, when a high-value QuickBooks event occurs, create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These workflows are support-centric, enhancing customer service efficiency.

What are some common use cases for QuickBooks integrations with Ayudo?

Auto-create support tickets from QuickBooks events, sync customer data between QuickBooks and support tools, trigger AI agent responses based on QuickBooks activities, send proactive support messages via voice/text agents, and update QuickBooks records after support conversations. Each use case is action-oriented and support-specific.

How does Ayudo's pricing model benefit me when integrating QuickBooks?

Ayudo uses per-seat pricing ($119-$179/seat/month) ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making QuickBooks automation cost-effective as your support volume scales.

Integrate QuickBooks with 2800+ apps and services

Explore Triggers and Actions

How it works

Popular App Usecases

About QuickBooks

QuickBooks

Integrates With

Frequently asked questions

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