QuickBooks Online

Overview

Connect your voice agent with QuickBooks to automate accounting and billing workflows during phone conversations. The integration allows agents to create invoices, update customer records, and log billing interactions directly within the accounting system.

How it works

This video shows how a Voice AI agent built on Telnyx voice captures billing information from a caller and creates a new invoice or customer record in QuickBooks. The agent writes the data into the system and verifies the entry directly in the QuickBooks interface.

Capabilities

The QuickBooks integration supports the following operations across core objects:

Customers

create_customer

get_customer

update_customer

list_customer

Invoices

create_invoice

get_invoice

update_invoice

list_invoice

Payments

create_payment

get_payment

list_payment

Items

get_item

list_item

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About QuickBooks Online

QuickBooks Online is Intuit's cloud-based accounting software for small and growing businesses. It handles invoicing, expense tracking, payroll, tax preparation, and financial reporting, giving business owners a real-time view of their finances from any device.

What moves between the agent and QuickBooks Online

A Telnyx voice AI agent can create, search, and update financial records in QuickBooks Online through API tool calls during a phone conversation. When a customer calls to ask about an invoice, the agent can search QuickBooks by customer name or invoice number and read back the balance, due date, and line items.

For order-taking workflows, the agent can create new invoices from call details, capturing product names, quantities, and pricing from the conversation. The agent can also create estimates, update invoice status when payment is confirmed over the phone, and log customer notes against their QuickBooks record.

For accounts receivable calls, the agent can list outstanding invoices for a customer, calculate total balances due, and send payment reminders - turning inbound calls into proactive collections and account management interactions without requiring the caller to log into a portal.

COMPOSITION

Pick the job. The primitives light up.

Four QuickBooks Online assistants. Pick one and the blocks it runs on light up, and the create call attaches QuickBooks Online in the same request, the meter prices it. Or click any single block: every primitive sells alone.

CHOOSE BY USE CASE OR PRODUCT

CommsSIP Trunking
CommsGlobal numbers
AIVoice AI Agents
AIText-to-Speech
AISpeech-to-Text
EdgeInference

RESULTS

cURL

# point-of-sale voice orders — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "quickbooks-voice-orders",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the customer for their order details, confirm the items and quantities, and create a sales receipt in QuickBooks.",    "integrations": [      { "integration_id": "quickbooks-online" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

Point-of-Sale Voice Orders

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

SELECT USE CASE

OR SELECT PRODUCT

RESULTS

cURL

# point-of-sale voice orders — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "quickbooks-voice-orders",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the customer for their order details, confirm the items and quantities, and create a sales receipt in QuickBooks.",    "integrations": [      { "integration_id": "quickbooks-online" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

Point-of-Sale Voice Orders

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

RESULTS

cURL

# point-of-sale voice orders — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "quickbooks-voice-orders",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the customer for their order details, confirm the items and quantities, and create a sales receipt in QuickBooks.",    "integrations": [      { "integration_id": "quickbooks-online" }    ]  }'# 6 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

Point-of-Sale Voice Orders

Primitives composed: 6 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

One request. Tools attached. You pay the minute, not the connector.

THE TELNYX PLATFORM

Powered by the Telnyx platform

Every Telnyx integration runs on the same infrastructure: voice AI agents for conversation, inference for reasoning, SIP trunking for transport, STT and TTS for understanding and speech, and phone numbers for provisioning.

Voice AI Agents

Handle billing calls, create invoices, and manage accounts receivable through natural conversation.

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Inference

Understand payment inquiries and route complex accounting questions to the right team.

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SIP Trunking

Reliable voice transport for your financial services phone lines.

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Speech-to-Text

Transcribe caller payment details and order information accurately for invoice creation.

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Text-to-Speech

Read back invoice details, balances, and payment histories in clear speech.

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Phone Numbers

Dedicated billing and support numbers that route to your QuickBooks-powered agents.

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Ready to build with Telnyx?

Start building Talk to sales

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QuickBooks Online

Overview

How it works

Capabilities

About QuickBooks Online

What moves between the agent and QuickBooks Online

Powered by the Telnyx platform

Voice AI Agents

Inference

SIP Trunking

Speech-to-Text

Text-to-Speech

Phone Numbers

Ready to build with Telnyx?

MORE INTEGRATIONS

Airtable

Asana

Calendly

Confluence

Figma

Github

Gong

Greenhouse

Ask AI