Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and QuickBooks integration
Answer invoice and payment questions in Tidio with the QuickBooks record in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and QuickBooks
Explain an invoice
The QuickBooks invoice and its line items answer a billing question in the conversation.
Confirm a payment
Payment status settles the argument without an email to accounts.
Chase politely
An overdue QuickBooks invoice gives the reminder an amount and a date.
Check the customer record
Terms and history mean the answer suits the account.
Overview
QuickBooks holds the invoice, the payment and the customer balance behind most billing questions. In a small company the person answering the chat is often not the person with access, so the question waits. Reading QuickBooks into Tidio closes that gap: the invoice, whether it was paid and what is outstanding are in the conversation. Creating and posting stay in QuickBooks, where the numbering and the books are.
Key features
- Invoice in the chat The QuickBooks invoice, its total and its payment state.
- Balance answered Say what is outstanding without asking the bookkeeper.
- Send the invoice again The current document goes out from QuickBooks.
- Posting stays in the books Credits and journals are created in QuickBooks.
QuickBooks
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect QuickBooks in minutes
1
Connect QuickBooks and Tidio
Zapier, Integrately or Make links the two, or a service reads QuickBooks and posts to the Tidio API.
2
Match the customer
Lookups key on the QuickBooks customer, so agree on email or customer name first.
3
Keep posting in QuickBooks
Invoices, credits and payments are recorded there, with the numbering intact.
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Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the QuickBooks integration
Can an agent create an invoice from a chat?
It is possible, and a draft is the safer version: the conversation gathers the lines and the address, QuickBooks creates the document, and somebody sends it. Numbering, tax treatment and the books stay with QuickBooks whichever way you set it up.
What should support not see?
The rest of the books. Invoice, balance and payment state for the customer in the conversation is the right scope. Reports, other customers and anything at company level belong in QuickBooks with the people who read them in context.
Is the QuickBooks integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the QuickBooks integration.