Payments and financeQuickBooks

QuickBooks with Website: your products and prices, on your site

The products and services you sell are already in QuickBooks. Connect it and the AI builds pricing pages from them and answers questions about your finances in the chat.

What you can do

  • Pages from your items

    The AI reads your QuickBooks products and services and builds a services page or a price list with your real rates.

  • Your numbers in the chat

    Ask about open invoices, this month's sales or your top customers and the AI answers from QuickBooks. This data stays private.

  • Invoices after you confirm

    Ask the AI to create an invoice or add a customer. It shows a card with every line and nothing is saved until you click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

  • Build a Price list page from my QuickBooks services.

  • What were my total sales in QuickBooks last quarter?

  • Create a QuickBooks invoice for Pasticeri Tirana for 40 custom cakes.

How to connect it

  1. 1

    Step 1

    Open Integrations

    In Studio, open Integrations in the website where you want to use QuickBooks and find it in the Browse tab.

  2. 2

    Step 2

    Click Connect

    Click Connect, sign in to your QuickBooks account in the window that opens and approve access. The connection applies to this website only.

  3. 3

    Step 3

    Ask the AI

    In the chat, say what you need from QuickBooks. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

Frequently asked questions

No. The AI reads it only to help you, and nothing from QuickBooks goes on the website unless you ask.

More integrations

Integrations

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