> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

> Sync accounting data and manage billing workflows with QuickBooks.

<Frame>
  <img src="https://mintcdn.com/ledgerup/yMJ6eZP0lHs2BN3o/logo/ari/quickbooks.svg?fit=max&auto=format&n=yMJ6eZP0lHs2BN3o&q=85&s=1ceb47cfa6427450454a5e18eb45a319" alt="QuickBooks" width="60" style={{ margin: "0 auto", display: "block" }} data-path="logo/ari/quickbooks.svg" />
</Frame>

## 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.

***

## What Ari Can Access

<CardGroup cols={2}>
  <Card title="Invoices" icon="file-invoice-dollar" color="#2AD48A">
    View and manage QuickBooks invoices, including status, amounts, and payment history.
  </Card>

  <Card title="Payments" icon="money-bill" color="#2AD48A">
    Track payments received, match them to invoices, and identify discrepancies.
  </Card>

  <Card title="Customers" icon="users" color="#2AD48A">
    Access customer records, balances, and transaction history in QuickBooks.
  </Card>

  <Card title="Accounts & Expenses" icon="receipt" color="#2AD48A">
    View account balances, expense categories, and financial summaries.
  </Card>
</CardGroup>

***

## Common Use Cases

<AccordionGroup>
  <Accordion title="Reconcile Stripe and QuickBooks" icon="scale-balanced">
    ```text theme={null}
    @Ari compare our Stripe invoices from last month with QuickBooks and
    flag any mismatches
    ```

    Ari cross-references invoice records between Stripe and QuickBooks, surfacing any discrepancies in amounts, statuses, or missing entries.
  </Accordion>

  <Accordion title="Check customer balance" icon="magnifying-glass">
    ```text theme={null}
    @Ari what's the outstanding balance for Acme Corp in QuickBooks?
    ```

    Ari looks up the customer's account and reports their current balance, open invoices, and recent payment activity.
  </Accordion>

  <Accordion title="Track payment received" icon="check">
    ```text theme={null}
    @Ari did we receive the payment from Global Systems for invoice QBI-1042?
    ```

    Ari checks QuickBooks for payment records matching the invoice and reports the status.
  </Accordion>

  <Accordion title="Revenue summary" icon="chart-line">
    ```text theme={null}
    @Ari give me a revenue summary from QuickBooks for Q4
    ```

    Ari pulls income data from QuickBooks and presents a breakdown by month, customer, or category.
  </Accordion>
</AccordionGroup>

***

## How It Works With Other Integrations

| Workflow                           | What happens                                                                         |
| ---------------------------------- | ------------------------------------------------------------------------------------ |
| **QuickBooks + Stripe**            | Ari reconciles billing data between both systems and flags mismatches                |
| **QuickBooks + Collections**       | Outstanding balances in QuickBooks inform collection priority                        |
| **QuickBooks + Tasks**             | Trigger automations when payments are received or invoices are created in QuickBooks |
| **QuickBooks + Revenue Analytics** | Combine QuickBooks data with Stripe for a complete revenue picture                   |

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