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.
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: [email protected] or the Kipwise help center.
Legal
See our terms of service and privacy policy.