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
Daily AI voice collections calls on overdue QuickBooks invoices
Every weekday at 9am, an AI voice agent calls customers with past due QuickBooks invoices, captures who will pay and who is disputing, and drops a bucketed digest in Slack.
Auto-file emailed vendor invoices as QuickBooks bills
Every 30 minutes, an agent turns labeled invoice PDFs in Gmail into clean vendor bills in QuickBooks, and flags anything shaky for review.
Auto-file your monthly Craigslist bill in QuickBooks
On the first business day of each month, pull last month's Craigslist bulk-posting invoice, file it as a bill in QuickBooks, and recap totals in Slack.
Auto-file forwarded receipt emails into QuickBooks
Every weekday at 6pm, turn forwarded receipt emails into clean QuickBooks expense entries with the right category and the original receipt attached.
Create QuickBooks invoices the moment HubSpot deals close won
When a HubSpot deal flips to closed won, an agent finds or creates the customer in QuickBooks, drafts the invoice, and confirms it in your finance Slack channel.
Monday morning financial pulse in Slack from QuickBooks
Every Monday at 7am, get a written summary of last week's revenue, margin, cash, and AR delivered to a Slack channel so you walk into the week knowing where you stand.
Monday AR aging digest in Slack from QuickBooks
Every Monday at 8am, post a risk ranked list of overdue accounts to your collections Slack channel so the team knows exactly who to chase that week.
Post Stripe payments to QuickBooks with fee splits
When a Stripe payment lands, automatically record a clean QuickBooks sales receipt with the processing fee broken out on its own line, so month-end reconciles cleanly.
