QuickBooks Online

Connect QuickBooks Online and your assistant can work with your books — searching customers, invoices, accounts, items, and vendors, and creating customers, vendors, invoices, bills, and payments.

What’s included

With QuickBooks connected, your assistant can:

Look things up — search customers, invoices, accounts, items, and vendors, or run a custom search query
Read records — get customers, invoices, bills, payments, and your company info
Create records — add customers and vendors, create invoices, enter vendor bills, and record payments
Send invoices — email an invoice to a customer

Connecting QuickBooks Online

Choose a personal or team connection. For yourself, open Integrations. For a team, open Integrations on that team’s Powers page.
Find QuickBooks Online and click Connect for a personal connection, or Connect for [team name] for a team connection. Keep or edit the label, then click Continue.
Authorize Town in Intuit (sign in when prompted).
Return to Town.

Your assistant is limited to the company files your QuickBooks account can access. You can revoke access anytime from your Intuit account settings.

What your assistant can do

Capability	What it does	Makes changes?
Search records	Find customers, invoices, accounts, items, vendors	No
Read records	Get customer, invoice, bill, payment, and company details	No
Create customers	Add new customers	Yes
Create vendors	Add new vendors	Yes
Create bills	Enter an unpaid bill from a vendor (doesn’t pay it)	Yes
Create invoices	Draft new invoices	Yes
Send invoices	Email an invoice to a customer	Yes
Create payments	Record payments received	Yes

Use cases

Invoice from email — “create and send an invoice to Acme for last month’s work.”
Receivables check — “which invoices are still unpaid?”
Bookkeeping summaries — routines that summarize new invoices and payments.

Good to know

One company at a time. You can connect one QuickBooks company for yourself and one for each team. To switch companies, reconnect and choose a different one. This replaces the previous connection.
Invoices and payments are real financial records — set the tool to Ask each time in routines that create or send them.

Integrations overview — How integrations give your assistant context
Routines — Automate bookkeeping workflows