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QuickBooks

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Overview

Ari connects to QuickBooks to bring accounting data into your billing conversations. Track payments, reconcile invoices, monitor expenses, and keep your books in sync with your Stripe billing data.

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What Ari Can Access

Invoices

View and manage QuickBooks invoices, including status, amounts, and payment history.

Payments

Track payments received, match them to invoices, and identify discrepancies.

Customers

Access customer records, balances, and transaction history in QuickBooks.

Accounts & Expenses

View account balances, expense categories, and financial summaries.

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Common Use Cases

Ari cross-references invoice records between Stripe and QuickBooks, surfacing any discrepancies in amounts, statuses, or missing entries.
Ari looks up the customer’s account and reports their current balance, open invoices, and recent payment activity.
Ari checks QuickBooks for payment records matching the invoice and reports the status.
Ari pulls income data from QuickBooks and presents a breakdown by month, customer, or category.

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How It Works With Other Integrations

QuickBooks data is used primarily for reconciliation and reporting. Invoice creation and billing actions are handled through Stripe.