THE DECISION PLATFORM
QuickBooks, ready to run
Choose. Adapt. Run.
The QuickBooks integration reads the books behind a decision. 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.
THE INTEGRATION
What the QuickBooks integration does
QuickBooks is cloud accounting for small and mid-sized business. Floowed connects to it, reads what a decision needs, and puts the outcome back where your team already works. Nothing migrates and nothing is replaced.
Some of what we read from QuickBooks
- Customers and vendors
- Invoices, bills, payments and credit memos
- Posted transactions once they are in the books: deposits, expenses, transfers, journals
- Aged receivable and payable reports
Some of what we write back to QuickBooks
- A credit memo or an invoice, where the decision creates one
- The supporting file, attached to the record
- Corrected customer or vendor details, read from the documents themselves
Examples, not a list of limits. A decision can read anything the QuickBooks API exposes and write back wherever it allows it, so tell us what yours needs to see.
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.
THE LIBRARY
Decisions that run on QuickBooks
These are library flows, already built. Choose one, adapt it to your systems and your rules, and Floowed runs every case: reading and interpreting what arrives, chasing what is missing, and deciding what happens next.
- Supplier onboardingProcurement
- Credit limit increasesFinance
- Vendor risk reviewRisk
- Refunds and goodwillRetail
- Loan approvalLending
These are where QuickBooks comes up most. A decision is described rather than picked from a menu, so if yours is not here, it is a conversation rather than a no.
AND FURTHER
It goes further than QuickBooks
The same decisions reach the systems most platforms cannot. Core banking, credit bureaus, KYC providers and insurance cores have no app to install: they start with an agreement and credentials issued to you. Some are a modern OAuth API once you have them, others are SFTP, SOAP or mTLS. We connect whichever it turns out to be.
- Notion
- Sage
- Experian
- Equifax
- SAP
- Temenos
- Salesforce
- Mambu
- NetSuite
- Plaid
- Shopify
- Stripe
Not listed is not the same as not possible. We connect over REST, OAuth, API keys, webhooks, SFTP, SOAP, mTLS and direct database reads, so if a system has an interface of any kind we can reach it. Ask us about the one you are worried about.
SETUP
How the QuickBooks integration connects
Choose
Pick the decision from the library. It arrives already built, carrying what earlier runs taught it.
Adapt
Connect QuickBooks using REST API over OAuth 2.0 (QuickBooks Online), then set the rules and the gates to yours. You decide how much it decides.
Run
Every case runs the same way, with the reasoning attached and a full audit trail. Anything sensitive waits for a person.
NEARBY
QUESTIONS
QuickBooks integration FAQ
Does Floowed integrate with QuickBooks?
Yes. The QuickBooks integration connects to QuickBooks Online over OAuth 2.0 across customers, vendors, invoices, bills and payments.
How does the QuickBooks integration connect?
One-click OAuth against your company file. Multiple companies can be connected and stay separate, with their own rules.
What can Floowed do with QuickBooks data?
It reads exposure and payment behaviour out of the books, combines that with documents and anything else the decision needs, and records the outcome back. Note that the API sees posted transactions rather than the bank feed still waiting for review.
Do I need to build a workflow to use it?
No. Choose a flow from the library, connect QuickBooks, and adapt the rules.
Is my QuickBooks data secure?
Access is scoped at connect time and revocable from Intuit. Every decision carries its reasoning and a full audit trail.
What does the QuickBooks integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case.
Start with QuickBooks. Add the rest.
Free to try, no card, no sales call. We front you $80 of credits to run the first cases.