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.