QuickBooks
Customers ask about invoices, balances, and payment status. Your AI agent queries QuickBooks in real time, retrieves financial records, and answers billing questions without your accounting team getting interrupted. Invoice lookups in seconds, customer balance checks on demand, vendor details at a glance.
Your AI agent reads directly from your QuickBooks company file, turning customer billing inquiries into instant answers backed by real financial data.
QuickBooks
Real scenarios where AI turns QuickBooks data into instant customer answers, reducing the back-and-forth between your support team and accounting department.
A client calls asking whether invoice #4521 has been paid. Your AI Agent queries QuickBooks, finds the invoice, and reports the total amount, balance remaining, and due date. If the balance is zero, it confirms payment was received and shares the transaction date. The client gets a definitive answer in seconds. Your accounts receivable team stays focused on collections, not status inquiries.
A prospect finalizes a deal during a chat. Your AI Agent collects their company name, contact person, and billing details, then creates the customer record in QuickBooks immediately. It follows up by generating the first invoice with the agreed line items and amounts. By the time the sales rep logs into QuickBooks, the customer and their first invoice already exist in the system.
A customer with an overdue balance reaches out about a new request. Your AI Agent checks their customer balance report in QuickBooks and notices an outstanding amount aged over 60 days. It tactfully mentions the overdue invoice while addressing their current question. The customer can resolve both matters in one conversation, improving your cash flow without a separate collections outreach.
QuickBooks
FAQs
The agent uses QuickBooks Online API to fetch invoices by ID or query for recent invoices. It retrieves the document number, total amount, balance due, line items, and payment status. All data is fetched live from your QuickBooks company file during the conversation.
Yes. When a customer agrees to a service or purchase, the agent creates an invoice in QuickBooks with the customer reference, line items, amounts, and other details. You can configure rules for when automatic invoice creation is allowed versus when it requires manual approval.
Tars connects via OAuth with scopes for QuickBooks Accounting and Payments. This grants read and write access to customers, invoices, vendors, employees, and accounts. You authorize these scopes during the one-click OAuth flow and can revoke access from your Intuit developer settings at any time.
No. Tars queries QuickBooks Online in real time during conversations. Invoice details, customer records, and balance reports are fetched live and used only for the current conversation. No financial data is cached or stored in a separate database by Tars.
Yes. The agent generates customer balance detail reports from QuickBooks, including open invoices, due dates, and aging buckets. It can filter by specific customers, date ranges, or departments if your QuickBooks file uses those classifications.
The QuickBooks customer portal lets clients view invoices by logging in. Tars brings that information into a live conversation on your website, WhatsApp, or SMS. Customers ask questions in natural language and get answers instantly, without needing to remember login credentials or navigate a separate portal.
Each Tars tool connection links to one QuickBooks Online company. If you manage multiple companies, you can configure separate tool connections for each and route conversations to the appropriate company based on your business logic.
The agent accesses your full QuickBooks transaction history. Invoices, customers, and vendor records created before the Tars integration are fully accessible. If the data exists in your QuickBooks company file, the agent can retrieve and report on it.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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