Help / Integrations / QuickBooks Online

Integration guide

QuickBooks Online

Connect QuickBooks and your agent runs the money side for you. Who owes you, sending invoices, checking what's paid, all from a text or a voice note, without opening QuickBooks yourself.

NoDesk chat: asking who owes money and sending an invoice through QuickBooks

Real screen. Ask in plain words, it does the work.

What your agent can do

Once QuickBooks is connected, this is the office work it takes off your plate:

See who owes youOpen invoices, overdue balances, and how much, on demand.

Create & send invoices"Invoice the Miller job $4,200." It drafts, saves, and emails it.

Chase late paymentsSends polite reminders and keeps chasing until it's paid.

Look up a customerPast invoices, what they've paid, what's open.

Log a payment"Mark the Davis invoice paid." It updates the books.

Quick money check"What did I bill this month?" You get a straight number.

How to connect it

Takes about 30 seconds. You only do it once.

Open your Connect page

Tap the link in your NoDesk welcome email. You land on your Connect page with every tool listed.

Find QuickBooks Online, tap Connect

It's in the list under "Accounting & invoicing."

Sign in to QuickBooks and approve

QuickBooks' own sign-in opens. Log in and tap Connect to give NoDesk access. This is Intuit's secure screen, not us.

Done

The card flips to "Connected." Your agent can now work your books. Try it: ask "Who owes me money?"

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More than one company in QuickBooks? Pick the company file you want NoDesk to work in when you sign in. You can switch it later by reconnecting.

10 things to ask it

Copy these, or say them your own way. Your agent gets the gist.

Who owes me money right now?

Invoice the Miller kitchen job for $4,200, net 15.

Is the Thompson invoice paid yet?

Send a reminder on anything over 30 days late.

What did I bill this month?

Pull up everything for customer Garcia.

Mark invoice #1043 as paid.

How much is Davis Roofing past due?

Create an invoice from the Wilson estimate.

Email this week's unpaid invoices a nudge.

What it can see

Only your QuickBooks business data, so it can answer money questions and send invoices for you.

That means customers, invoices, payments, and balances. It uses Intuit's secure sign-in, the same one you use, and it never sees your QuickBooks password. You stay in control: connect only if you want it handling the books, and disconnect anytime.

Reconnect or disconnect

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Reconnect if QuickBooks ever shows "disconnected" (sign-ins expire now and then): open your Connect page, tap QuickBooks, sign in again. Takes seconds.

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Disconnect anytime from the same Connect page. Your agent immediately stops touching your books. Your QuickBooks data is never changed by disconnecting.

Common problems

QuickBooks says "disconnected"

Your sign-in expired. Open your Connect page, tap QuickBooks, and sign in again.

It invoiced the wrong company

You have more than one QuickBooks company. Reconnect and pick the right company file at sign-in.

"I can't find that customer"

Make sure the name matches how it's spelled in QuickBooks, or give it a bit more (last name + job). Still stuck? Tell us.

An invoice didn't email

Check the customer has an email on file in QuickBooks. Add one and ask your agent to resend.

Still stuck on QuickBooks?

Email us your business name and what you were trying to do. A real person answers, usually same day.

✉ support@nodesk.io