Finance and agreements
Handle everyday invoice questions with QuickBooks context
Your accounting team should not have to stop its work to reconstruct every customer invoice question. Bob gathers the reference, understand the request, and use the QuickBooks Online tools your business enables to prepare an appropriate response.
Bob uses the QuickBooks customer and invoice to answer the billing question and prepare the next accounting step.
Keep customer service connected to the accounting record
A customer asking for an invoice copy needs a different response from someone disputing a line item. Office 168/52 helps Bob identify that difference and collect the relevant details. Authorized invoice and customer lookups can support routine answers, while the accounting team keeps control of corrections and decisions.
Workflows
Find the correct invoice
Use permitted customer and invoice information to identify the relevant record for the authorized requester.
Explain the recorded status
Help communicate the invoice date, due information, or returned balance where the workflow permits it.
Prepare accounting follow-up
Capture billing corrections or missing-information requests with the invoice reference and the customer’s explanation.
Example workflow
Example workflow
A customer asks why an invoice still shows a balance after a partial payment. Bob gathers the invoice reference, consults the supported record, and prepares a clear handoff if reconciliation is needed. The accounting team receives the specific question rather than another unexplained callback request.
Illustrative example, not a live execution log.
Connection and setup
Authorize the QuickBooks Online company, map customer and invoice references, and choose the read and review actions appropriate to your accounting process.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Does this page cover QuickBooks Desktop?
This page focuses on QuickBooks Online. Desktop connectivity is a different integration path and should be discussed separately.
Will Bob make accounting adjustments automatically?
Adjustments require supported actions and your accounting controls. A conversational assistant should not infer journal entries, tax treatment, or write-offs from a customer question.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with QuickBooks
Tell us how your front office handles this job today. You send the message when you are ready.