QuickBooks Online
Accounting platform for managing invoices, customers, payments, expenses, and financial reports.
Three ways to use QuickBooks Online
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with QuickBooks Online.
Batch Operations
Execute multiple API operations in a single HTTP request for better performance.
Change Data Capture
Retrieve all entities that have changed since a given timestamp, useful for syncing data.
Create Account
Create a new account in the chart of accounts (e.g., expense, income, bank, or asset account).
Create Bill
Create a new bill (accounts payable) from a vendor with line items and due date.
Create Bill Payment
Record a payment to a vendor against one or more bills.
Create Company Currency
Add an active currency to a multicurrency-enabled company.
Supported triggers
Start a workflow when something happens in QuickBooks Online.
New Customer in QuickBooks
Triggers when a new customer is added in QuickBooks Online.
New Invoice in QuickBooks
Triggers when a new invoice is added in QuickBooks Online.
New Paid Invoice in QuickBooks
Triggers when an invoice balance becomes zero (fully paid) in QuickBooks Online.
New Invoice Due Soon in QuickBooks
Triggers when an unpaid invoice is due within the specified number of days.
New Estimate in QuickBooks
Triggers when a new estimate is added in QuickBooks Online.
Updated Estimate in QuickBooks
Triggers when an existing estimate is modified in QuickBooks Online.
Get started automating QuickBooks Online
Ready-to-use workflows
Prompts using QuickBooks Online
See which HoneyBook packages and seasons make you money
Compare weddings against portraits against corporate work, with real costs from your books, so you know what to raise, hold, or retire.
Run your monthly Freshdesk support billing in one sitting
Review every client's billable support hours for the month, trim what should not go out, then raise the invoices in QuickBooks without leaving the screen.
Turn finished CompanyCam jobsites into QuickBooks invoices
A billing desk where your office manager reviews the jobsite photos and crew notes, then raises the QuickBooks invoice on the same screen.
Turn ClickUp tracked time into QuickBooks invoices each Friday
Open one screen every Friday to review the week's tracked hours client by client, fix what is wrong, then raise draft invoices in QuickBooks.
Review unbilled Clockify time and bill it in QuickBooks
Open one screen at month end to check every client's unbilled hours and expenses, fix what is wrong, then bill approved clients in one click.
Braintree settlement reconciliation workbench for month end
Line up every day of Braintree settlements against what your books say, jump straight to the days that disagree, and sign each one off in the same screen.
Reconcile Authorize.Net settlements against QuickBooks
A month end workbench that lines up every card settlement batch against what your books recorded, so finance can spot the gaps and sign off in one place.
Build quotes on your Bigin deals and invoice them in QuickBooks
Open a deal, build a line-item quote from your product list, and turn it into a QuickBooks invoice without retyping a thing.
