> For the complete documentation index, see [llms.txt](https://docs.nexos.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nexos.ai/workspace/integrations/quickbooks.md).

# QuickBooks

### Overview

The QuickBooks integration connects nexos.ai with your QuickBooks account so you can access accounting, invoice, expense, and financial data directly within your workspace. It helps you review transactions, monitor cash flow, track invoices, and reference financial records without switching between platforms. With this integration, teams can manage accounting workflows more efficiently using the latest information stored in QuickBooks.

### Setting up the integration (as an admin)

1. Click on your **Profile icon.**
2. Go to **Management** -> **Apps.**
3. Find **QuickBooks** in the list.
4. Set the integration to **Active** (enabled).

### Connecting your account (as a member)

1. Click on your profile icon.
2. Go to **Get apps** -> **My apps.**
3. Find **QuickBooks** and select **Connect**.
4. You will be redirected to **QuickBooks**. Sign in if prompted.
5. Review the access request screen (it will list what nexos.ai can access in **QuickBooks**) and select **Accept** to approve.
6. Return to nexos.ai. **QuickBooks** should now show as connected in **My Apps**.

### Use QuickBooks in Chat (turn it on for a conversation)

1. Open **New Chat.**
2. Click on a "**+**" -> **Integrations.**
3. **Toggle on** **QuickBooks** to use it in that conversation.

### Use QuickBooks in Agents (turn it on for an agent)

1. Open **Agents** and select the agent you want to update.
2. Select the **Studio** icon (top-right), then open **Settings**.
3. Scroll to **Integrations** and turn **QuickBooks** **on**.
4. **Save** your changes, then test the agent.


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