QuickBooks Online Slack Integration: Kipwise Agent
This QuickBooks Online Slack integration lets you ask in Slack and act in QuickBooks. Check who owes you and what you owe, create sales invoices and bills, manage customers and vendors, record payments, and pull P&L, balance sheet and aged reports, as you, under your own QuickBooks login.
QuickBooks in Slack: invoices, payments, who owes you
Raise the invoice from the thread
Say who to invoice and for what. The card spells out the customer, the amount and the due date, and the invoice is created in QuickBooks once you approve.
@Kipwise invoice Acme $4,200 for October
Ready when you are.
Create an invoice for Acme Corp, $4,200, due Nov 15, in QuickBooks?
Create an invoice for Acme Corp, $4,200, due Nov 15, in QuickBooks?
✓ Approved by Hollie BrandtCreated.
- Amount
- $4,200.00
- Due
- Nov 15
- Status
- Draft
Sample data
Who owes you, today
Reading never asks for approval. Ask who is overdue and the answer comes back with the amounts and the date they are as of.
@Kipwise who is overdue?
Three customers are overdue:
- Northwind: $3,180, 12 days
- Brightside: $1,450, 5 days
- Fenwick: $960, 2 days
Sample data
Payments, recorded and announced
Ask to record a payment and approve it. Ask the agent to post in a channel when a customer payment is recorded and the whole team sees it.
@Kipwise record the Northwind payment of $3,180
Ready when you are.
Record a payment of $3,180 from Northwind against their open invoice in QuickBooks?
✓ Approved by Declan MossRecorded.
@Kipwise and post here when a customer payment is recorded
Ready when you are.
Post in #finance whenever a customer payment is recorded in QuickBooks?
✓ Approved by Declan MossDone.A customer payment is recorded
Sample data
QuickBooks AI, or asking the QuickBooks AI agent in Slack
QuickBooks AI, called Intuit Intelligence, comes with paid QuickBooks plans and answers inside QuickBooks.
Kipwise Agent works from the Slack thread where the question comes up. Ask who is overdue, record a payment or turn on a post for each payment, and every change waits for an Approve card. It uses your own QuickBooks login and permissions, so it only does what you could do in QuickBooks. Kipwise Agent is $10 per user a month, at least 3 users.
What the QuickBooks Online Slack integration does
Kipwise Agent is a Slack app that adds a QuickBooks layer in your threads. Ask in plain words and it works in the company you connected:
- Sales invoices and bills: create, edit, and void or delete when you confirm.
- Who owes us and what we owe: open invoices, aged receivables and payables.
- Customers and vendors: find, create and deactivate contacts.
- Record payments against invoices, and read purchases and deposits.
- The chart of accounts.
- Reports: profit and loss, balance sheet, aged receivables, aged payables, and cash flow.
- Plain-words automations, for example: “whenever a new customer is added in QuickBooks, tell me here”.
How to connect
Each teammate connects their own Intuit login. Nothing is shared between people.
- Mention @Kipwise in Slack with a QuickBooks request (in a channel or DM).
- Click the private Connect button the agent shows only to you.
- On Intuit’s consent screen, pick the company and approve access.
- Done. Ask again and the agent uses that connection.
What we access
In plain words, Kipwise Agent asks QuickBooks for one scope, QuickBooks accounting:
- Customers and vendors
- Invoices and bills
- Payments
- Purchases and deposits
- Accounts
- Reports
No email sending. Nothing is stored beyond the connection token and your company id, which are encrypted.
Security
- Per-person OAuth: every action runs as the teammate who connected.
- Tokens encrypted at rest.
- Invoices created as drafts unless you say approve.
- Void, delete and deactivate only on explicit confirmation.
- Webhook deliveries verified with Intuit’s signature.
Support
Questions or problems: support@kipwise.com or the Kipwise help center.
Legal
See our terms of service and privacy policy.