QuickBooks, ready to run.
The QuickBooks integration brings your books into a case. Floowed pulls the customer or vendor, the invoices and the payment history, applies your rules, and writes the outcome back where your team will see it.
What it does.
What Floowed reads from QuickBooks
- Customers and vendors
- Invoices, bills, payments and credit memos
- Deposits, expenses, transfers and journal entries
- Accounts receivable and payable aging reports
What it writes back
- A new or corrected customer or vendor, with payment terms and a note on the decision
- A credit memo or an invoice, where the decision creates one
- The supporting file, attached to the transaction
This is QuickBooks Online. Desktop is a genuinely different product with a different interface for integrators, so if that is what you run, tell us and we will scope it separately rather than pretend it is the same job.
A new customer account case, from signed deal to customer record.
- Gather
A deal is marked won in HubSpot. Floowed opens a case, pulls the company and contacts, and checks QuickBooks for an existing customer.
- Interpret
Floowed reads the signed order form and the tax certificate, scanned or native, and checks the billing entity, address and tax details against the deal.
- Chase
A missing tax certificate goes back to the customer's finance contact by email from Gmail. The account owner is asked in Slack or the Floowed Dashboard to confirm the billing contact.
- Decide
Your account rules run in the deterministic policy engine and set the payment terms. An account outside them goes to the finance lead to decide.
- Act
Floowed creates the customer in QuickBooks with its terms and a note on the decision, raises the first invoice with the order form attached, and updates the deal in HubSpot.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect QuickBooks
Using OAuth 2.0 authorization code flow against the QuickBooks Online company. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with QuickBooks?
Yes. The QuickBooks integration connects to QuickBooks Online over OAuth 2.0 across customers, vendors, invoices, bills, payments and credit memos.
How does the QuickBooks integration connect?
Through Intuit's OAuth 2.0 sign-in against your company, with the accounting scope. Several companies can be connected, each with its own rules.
What can Floowed do with QuickBooks data?
It reads exposure and payment behavior out of the books, including the aging reports, combines that with the documents and anything else the decision needs, and records the outcome back on the customer, the vendor or the transaction.
Do I need to build anything to use it?
No. Describe the operation in the Floowed Dashboard, Slack or Microsoft Teams, connect QuickBooks, and set your rules and the point at which a person still decides.
Is my QuickBooks data secure?
Access is granted through Intuit's sign-in and can be revoked from QuickBooks at any time. Every case keeps a full record: what was read, who was asked, which rule decided it and what was written where.
What does the QuickBooks integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call.
Start with QuickBooks. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.