AgentDesk + QuickBooks
Your agent reads your QuickBooks data to trigger payment reminders, flag overdue invoices, and keep your AR process running without manual follow-up.
What Your Agent Can Do with QuickBooks
Read Access
- ✓Read invoices, payment status, and due dates
- ✓Pull customer and vendor records with contact data
- ✓Query overdue invoices and aging reports
- ✓Read expense categories and vendor payment history
- ✓Access P&L summaries and cash flow data
Write Actions
- ✓Mark invoices as sent or paid based on external confirmation
- ✓Add payment notes and customer communication logs
- ✓Create reminders and follow-up tasks in connected tools
- ✓Trigger email or SMS sequences for overdue accounts
- ✓Update customer contact information from CRM sync
Real-World Use Cases
Automated AR Follow-Up
Overdue invoices in QuickBooks trigger a multi-touch follow-up sequence — email day 7, SMS day 14, final notice day 21 — automatically halted when payment is received.
New Invoice Notification
When you create a new invoice in QuickBooks, your agent sends the client an email with the invoice attached, a payment link, and a due date reminder scheduled automatically.
Monthly AR Report
Your agent reads your QuickBooks aging report every Monday and delivers a prioritized AR summary — who owes what, how overdue, and what action is scheduled next.
Get Connected in 3 Steps
Connect QuickBooks Online
Authorize AgentDesk with your QuickBooks Online account via OAuth. Select the company file your agent should access.
Configure Follow-Up Rules
Set the overdue thresholds, follow-up timing, and message templates your agent should use for each AR scenario.
Activate AR Automation
Your agent monitors QuickBooks and manages your AR follow-up automatically from day one.
Ready to connect QuickBooks?
Setup takes under 10 minutes. Your agent starts working immediately.