Learning Hub
Help Articles
Webinars
Blog
Workflows Library
Customer Stories
Product Videos
Contact Us
Categories
Back to Help
Help
Integrations
QuickBooks Online
Help
QuickBooks Online

QuickBooks Online

The QuickBooks Online integration connects your accounting platform with Quin, letting you create and update financial records directly from conversation. After client meetings, Quin can log invoices, update customer records, record payments, and pull financial reports without you needing to open QuickBooks.

Before you begin

You need an active QuickBooks Online account with permission to connect third-party integrations. QuickBooks Online does not support delete actions through integrations — Quin can search, create, and update records but cannot delete them.

How to set it up

  1. Go to Settings > Integrations
  2. Click Add Integration
  3. Select QuickBooks Online from the list and click Connect
  4. Follow the OAuth prompts and sign in to your QuickBooks Online account
  5. Review the requested permissions and click Connect

The integration will appear as "Active" on your Integrations page once connected.

What to expect

After connecting QuickBooks Online, Quin can access your customers, vendors, invoices, bills, payments, and financial reports. You can ask Quin to look up an invoice status, create a new customer record after a sales call, log a bill, or pull a P&L summary — all from your Quin chat. Quin does not delete records in QuickBooks Online, so all changes are additive or updates to existing entries.

How Quin works with QuickBooks Online

With QuickBooks Online connected, your financial data is always within reach. Here’s what you can ask Quin to do:

  • Look up customers and vendors without opening QuickBooks
  • Create or update invoices and bills after client calls
  • Log and track customer payments
  • Pull financial reports like P&L, balance sheet, or cash flow on demand

Troubleshooting

Quin can't find a customer or vendor

  • Verify the record exists in QuickBooks Online with the exact name you used
  • Try using the customer's company name or email address for more accurate matching

An invoice or bill wasn't created

  • Check that all required fields were included in your request — QuickBooks typically requires a customer, line item, and amount
  • Verify your QuickBooks Online account has permission to create transactions

Financial reports aren't returning data

  • Confirm the date range you specified is valid and that data exists for that period
  • Some report types may require specific QuickBooks Online plan tiers — check your subscription level if a report type isn't available

The integration won't connect

Help articles

Integrations overview

Quin connects with your CRM, calendar, email, task management, and communication tools to automatically sync notes, tasks, and updates. Set up integrations in minutes.

ActiveCampaign

Connect ActiveCampaign to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask Quin about contacts, create tasks, and keep your CRM current without manual data entry.

AgencyZoom

Connect AgencyZoom to Quin and automatically update leads, log meeting notes, create tasks, and manage opportunities after every call.

Agile CRM

Connect Agile CRM to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

Airtable

Connect Airtable to Quin to find bases, search records, and create or update data directly from chat. Keep your bases current without manual entry.

Asana

Connect Quin with Asana to automatically create and update project tasks from meetings. Turn commitments into actionable Asana tasks that stay synced with your team.

Asset-Map

Connect Asset-Map to Quin and automatically log meeting notes, update household records, and manage financial instruments after every client call.

Basecamp

Connect Basecamp to Quin to automatically create and manage to-dos, to-do lists, and projects from your meetings and conversations.

Box

Connect your Box account to let Quin search files, create documents, and organize folders. Access stored information and manage your Box files directly through conversation.

Capsule

The Capsule integration connects your CRM with Quin, automatically syncing people, organizations, opportunities, cases, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Capsule record and updates it with notes, tasks, and follow-up information based on your Guidelines.

ClickUp

Connect Quin with ClickUp to automatically create and update project tasks from meetings. Turn commitments into actionable ClickUp tasks that stay synced with your team.

Clio

Connect Quin to Clio Manage to automatically log meeting notes, create tasks, update contacts, and track matters after every call.

Close

Connect Close to Quin for automatic lead updates, meeting notes, task creation, and pipeline tracking. Keep your CRM current without manual data entry.

Dex

Connect Dex to Quin for automatic contact syncing, meeting notes, and relationship tracking. Quin logs interactions, updates contact timelines, and keeps your personal CRM current without manual effort.

Docusign

Connect Docusign to Quin to send signature requests, use templates, and track envelope status—all from your meeting recaps and conversations.

Dropbox

Connect Dropbox to Quin to search, upload, organize, and manage files and folders directly through chat. Keep your file storage in sync without switching apps.

Follow Up Boss

Connect Follow Up Boss to Quin for automatic CRM updates, meeting notes, and lead tracking. Keep your real estate pipeline current without manual data entry.

Gmail

Connect Gmail to Quin for automatic email replies, follow-ups, and CRM updates. Quin monitors your inbox, drafts responses in your voice, and keeps conversations moving without manual effort.

Google Calendar

Connect Google Calendar to Quin for automatic meeting attendance, preparation, scheduling, and follow-ups. Quin joins meetings, tracks your schedule, and manages commitments seamlessly.

Google Drive

Connect Google Drive to Quin to access documents, create new files, and organize content. Quin can search your Drive, add files, and move them to folders.

Google Meet

Connect Google Meet to Quin for automatic meeting attendance, note-taking, and follow-ups. Quin joins your calls, captures discussions, and creates summaries without manual effort.

Google Sheets

Connect Google Sheets to Quin to find spreadsheets, search rows, and create or update data directly from chat. Keep your sheets current without manual entry.

Google Tasks

Connect Google Tasks to Quin to automatically turn meeting notes, commitments, and reminders into synced tasks. Stay organized with two-way sync between Quin and your task list.

HighLevel

Connect HighLevel to Quin and automatically update contacts, log meeting notes, create tasks, and manage opportunities after every call.

HubSpot

Connect HubSpot to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

IMAP/SMTP

Connect any mailbox to Quin using IMAP/SMTP credentials. Search emails, manage drafts, send messages, and let Quin handle email follow-ups automatically.

Insightly CRM

Connect Insightly to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Integrations

Connect Quin with your CRM, calendar, email, and productivity tools. Browse integration guides for Salesforce, HubSpot, Google Workspace, Microsoft, and more.

Jira

Connect Jira to Quin to automatically create issues from meeting notes, track project work, and manage tickets without leaving your conversation.

Keap

The Keap integration connects your CRM with Quin, automatically syncing contacts, companies, opportunities, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Keap record and updates it with notes, tasks, and follow-up information based on your Guidelines.

Knudge

Connect Knudge to Quin to automatically turn meeting action items into client reminders. Send tasks via email, text, or push notification while keeping everything synced in real-time.

Mailchimp

Connect Mailchimp to Quin to search and manage lists, add or update subscribers, apply tags, and keep your audience data current without switching apps.

MCP & API

Generate API keys to connect Quin to external tools and AI assistants via MCP. Use Quin's calendar, CRM, and other tools directly from Claude, ChatGPT, and many more.

Microsoft Dynamics

Connect Microsoft Dynamics to Quin for automatic CRM updates, contact syncing, and meeting notes — without manual data entry.

Microsoft OneDrive

Connect Microsoft OneDrive to Quin to search, access, and manage your files directly from chat — without switching apps.

Microsoft Planner

Connect Microsoft Planner to Quin to create, update, complete, and search tasks across your plans directly from your conversations with Quin.

Microsoft SharePoint

Connect SharePoint to Quin to search, upload, organize, and manage files across your SharePoint sites without leaving your workflow.

Microsoft Teams

Connect Microsoft Teams to Quin to chat with your assistant directly in Teams. Turn messages into tasks, get meeting prep, draft emails, and update your CRM without leaving your workspace.

Microsoft Teams Phone

Connect Quin with Microsoft Teams Phone to automatically process call transcripts, capture key decisions, and generate summaries, action items, and follow-up drafts.

Monday.com

Connect Monday.com to Quin to search boards, create and update items, and manage your work directly from chat. Keep your boards current without manual data entry.

MyCase

Connect Quin to MyCase to manage cases, clients, tasks, notes, time entries, and more directly from your Quin chat. Keep your legal practice data up to date automatically.

Notion

Connect Notion to Quin to search pages, create and update database items, add comments, and manage your workspace—all from chat.

Nutshell

The Nutshell integration connects your CRM with Quin, automatically syncing contacts, companies, leads, activities, tasks, and notes between both systems. When you mention a contact during a meeting or conversation, Quin finds the matching Nutshell record and updates it with notes and follow-up tasks based on your Guidelines. Invoices and quotes are available for read-only reference.

OnePage CRM

Connect OnePage CRM to Quin for automatic CRM updates, contact syncing, and meeting notes. Ask questions about contacts, create tasks, and keep your CRM current without manual data entry.

Outlook

Connect Microsoft Outlook to Quin for automatic meeting attendance, calendar syncing, email drafts, and follow-ups. Quin joins meetings, tracks your schedule, and manages email communications seamlessly.

Pipedrive

Connect Quin with Pipedrive to automatically update contact records, sync meeting notes, and manage deals. Keep your sales CRM current without manual data entry.

PreciseFP

Connect PreciseFP to Quin to automatically update client accounts, household records, and contacts after every meeting. Keep your data current without manual entry.

Redtail

Connect Quin with Redtail to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

RingCentral

Connect Quin with RingCentral to automatically download your recorded calls and create notes, action items, and follow-up emails. Quin processes recordings after each call ends.

Salesforce

Connect Quin with Salesforce to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Send webhook

Use Quin's Send Webhook tool to post data directly to any service that accepts HTTP requests, no integration connection required.

Slack

Connect Quin with Slack to capture meeting notes, create tasks, and update your CRM directly from Slack messages. Turn conversations into action without switching tools.

Smartsheet

Connect Smartsheet to Quin to find sheets, search and filter rows, and create or update data directly from chat. Keep your sheets current without manual entry.

Trello

Connect Trello to Quin to automatically create cards, update task details, and manage your boards based on meeting notes and action items.

Troubleshooting integrations

Solve common integration problems with Quin. Fix authorization errors, sync issues, and connection problems with your CRM, calendar, and communication tools.

Wealthbox

Connect Quin with Wealthbox to automatically update client records, sync meeting notes, and access contact details. Keep your advisor CRM current without manual data entry.

Zapier

Connect Quin to thousands of apps through Zapier. Automatically ask questions, draft emails, extract data, generate content, and delegate tasks by triggering Quin actions from your favorite tools.

Zendesk

Link Quin with Zendesk to automatically update support tickets and access knowledge base articles during meetings. Quin creates ticket summaries and retrieves help center resources instantly.

Zoho CRM

Connect Quin with Zoho CRM to automatically update contact records, sync meeting notes, and surface client details. Keep your CRM current without manual data entry.

Zoom

Connect Quin with Zoom to automatically join meetings, capture key points, and create summaries. Quin handles meeting notes so you can focus on the conversation.

Zoom Phone

Connect Quin with Zoom Phone to automatically process calls, capture key points, and create summaries. Quin handles call notes so you can focus on the conversation

Zoom Webinars

Connect Zoom Webinars to Quin to find upcoming webinars, check registration lists, and review attendance records from past sessions. Read-only access, no setup required.

Related articles

Troubleshooting integrations

Solve common integration problems with Quin. Fix authorization errors, sync issues, and connection problems with your CRM, calendar, and communication tools.

Google Calendar

Connect Google Calendar to Quin for automatic meeting attendance, preparation, scheduling, and follow-ups. Quin joins meetings, tracks your schedule, and manages commitments seamlessly.

Notetaker

Quin captures your conversations from video calls, phone calls, and in-person meetings, then automatically creates CRM updates, tasks, and follow-up emails.

Get in Touch

Still have questions?

Our team is happy to walk you through anything — whether you're evaluating Quin or looking to get more out of it.

Get support