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Let your agent look up balances and create customers in QuickBooks during the call.

Connect QuickBooks once from your AgentCalls dashboard and your agent can work with your books while it talks to customers. It can look up a customer's balance, check an account, create a new customer or vendor, and record details from the call. Your accounting stays in QuickBooks, so your team sees every change where they already work.

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What your agent can do with QuickBooks

  • Look up a customer's current balance and open amounts during the call
  • Create new customers, vendors and employees from caller details
  • Query and read accounts to answer billing questions
  • Generate balance reports for follow-up or outbound payment reminders

QuickBooks exposes 114 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks about an outstanding balance

  1. Caller

    Hi, I'm calling about invoice history for Brightline Dental. Can you tell me what we still owe?

  2. Agent

    Of course. I can see Brightline Dental has an open balance of $1,240.00 across two invoices. The older one is from March 4th.

  3. Caller

    Okay, I thought we'd paid that one. Can you send me the breakdown?

  4. Agent

    Yes, I'll email the balance detail to billing@brightlinedental.com now and note that you asked about the March invoice.

New client signs up by phone

  1. Caller

    I'd like to set up an account. My name is Omar Haddad, I run Haddad Plumbing in Dearborn.

  2. Agent

    Welcome, Omar. What's the best email and phone number for your billing contact?

  3. Caller

    It's omar@haddadplumbing.com and 313-555-0142.

  4. Agent

    Thanks. I've created Haddad Plumbing as a new customer in QuickBooks with those details. Your account is ready for the first invoice.

Outbound reminder for an overdue account

  1. Agent

    Hello, this is calling for Carter Print Works about your account. Is this Dana?

  2. Caller

    Yes, this is Dana.

  3. Agent

    Thanks, Dana. Your account shows a balance of $486.50 that is now 30 days past due. Would you like to arrange a payment today?

  4. Caller

    Yes, I'll pay it by card this afternoon.

How to connect QuickBooks

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect QuickBooks

    From Integrations in the dashboard, choose QuickBooks and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the QuickBooks actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use QuickBooks

Use casesPayment remindersThe agent calls customers with overdue invoices, confirms the amount, takes a promise to pay or sends a payment link, and records the outcome in your books.

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All E-commerce & payments integrations

Questions, answered.

Does the agent work with QuickBooks during the call or after it?

Both. Your agent can look up balances, read accounts and create customers or vendors while the caller is on the line. It can also add notes and send reports after the call ends.

What do I need to connect QuickBooks?

You need a QuickBooks account. Sign in to QuickBooks from your AgentCalls dashboard with one click and approve access. No setup of technical details is required.

Which plan includes QuickBooks?

QuickBooks is included with the Growth plan and above.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with QuickBooks.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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