--- id: "integration-11298" type: "integration" lang: "en" title: "Automating QuickBooks Online Invoices from Chats: QuickBooks Online Integration with Binom" url: "https://binomai.com/integrations/quickbooks-online-integration/" translation_group: "integration-11268" translations: ru: url: "https://binomai.com/ru/integrations/quickbooks-online-integration/" markdown: "https://binomai.com/ai/ru/integrations/quickbooks-online-integration.md" uk: url: "https://binomai.com/ua/integrations/quickbooks-online-integration/" markdown: "https://binomai.com/ai/ua/integrations/quickbooks-online-integration.md" categories: ["Accounting"] published: "2026-10-21T01:28:42Z" updated: "2026-10-21T11:02:01Z" --- # Automating QuickBooks Online Invoices from Chats: QuickBooks Online Integration with Binom *Updated: 21.10.2026, 11:02 UTC* The QuickBooks Online integration with Binom automates invoicing: the AI employee creates a customer and an invoice from the conversation, prepares a commercial offer, and records payment. Accounting receives ready-made documents with no manual entry, and customers get their invoices faster. QuickBooks Online is available on request in your Binom account: Integrations → More integrations → QuickBooks Online. ## What Binom can do in QuickBooks Online Binom here refers to your AI employee. After you connect QuickBooks Online, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the account, each action is labeled: **read** (Binom only views data), **write**, or **delete** (Binom changes or deletes data in QuickBooks Online). Through the integration, Binom creates the core sales and accounting documents in QuickBooks Online: - customers, and updates their details; - customer invoices (invoices); - commercial offers (estimates); - invoice payments; - products and services; - vendors and their bills (bills); - accounts, deposits, and transfers; - employees, classes, and departments for posting transactions. The full list of 95 actions, including read actions, is shown in the Actions list on the integration page in your account. ## Automatic invoicing in QuickBooks from chat 1. The customer agrees to a purchase in the conversation. 2. Binom creates the customer in QuickBooks ("Create Customer") or updates their details. 3. It creates an invoice with the items from the conversation ("Create Invoice"). With "Ask before changing data" turned on, Binom will first show the invoice contents and wait for your response. ## Commercial offers and recording payment If the customer is still comparing options, Binom prepares an offer ("Create Estimate"). When the customer reports a payment, Binom can record it ("Create Payment"). To accept online payments, also connect [Stripe](https://binomai.com/integrations/stripe-integration/). ## How to get the QuickBooks Online integration QuickBooks Online is connected on request: first, the Binom team sets up the integration for your account. 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), enter "QuickBooks Online" in the "Search integrations" field, and open the QuickBooks Online card. 2. The "QuickBooks Online integration for assistant" page will show the message "Integration available on request. Request it now, and we will set it up for you as a priority." Assistant here means your Binom. The "Authentication" section shows what access will be needed, and the "Actions" list shows everything Binom can do in QuickBooks Online. 3. Click "Request integration". The message "Request sent. You will receive a notification when the integration is available." appears, and the button changes to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the QuickBooks Online page. 5. Click "Connect," complete the steps in the "Connect QuickBooks Online" window, and click "Done". After "Connecting...", the status will change to "Connected". If you see "Confirmation hasn't arrived yet. The connection may still complete; check again in a minute.", click "Check again". ## How to choose what Binom can do in QuickBooks Online A connected integration does nothing until you allow actions. The account states this clearly: "Select the actions the assistant may call. Until something is selected, it has no access to any of them." 1. On the QuickBooks Online page, tick the actions you need in the "Actions" list. The "Filter by actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it is about to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms the changes. To get started, "Create Customer", "Create Invoice" and "Create Estimate" are enough. Add the update and delete actions when you are ready to let Binom make changes in QuickBooks Online. ## How to check that the integration works - Start a new chat with your Binom, for example via a [public chat link](https://binomai.com/faq/public-chat-link/), and agree on a test purchase. Check that a customer and an invoice have appeared in QuickBooks Online. - Delete the test documents after checking. ## Possible problems ### Binom does not use QuickBooks Online data in its answers **What to check:** that the QuickBooks Online status is "Connected" and the needed actions are ticked (for example "Create Invoice"). **What to do:** tick the actions and click "Save". **How to tell it is resolved:** the message "Allowed actions saved" appears, and in a new chat Binom answers using QuickBooks Online data. ### "Could not save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (QuickBooks Online). **How to tell it is resolved:** the button shows "Requested". ### "Integration is temporarily unavailable - your request has been saved." Nothing else is needed: the request is saved, and you will receive a notification when QuickBooks Online can be connected. ### "Reconnect required" **What this means:** "The service no longer accepts saved access, so the assistant does not use it." **What to do:** open the QuickBooks Online page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect" and go through the connection window again. **How to tell it is resolved:** the status is "Connected". ### "Could not start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom, the integration (QuickBooks Online) and a screenshot of the message. **How to tell it is resolved:** the "Connect QuickBooks Online" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we will let you know when it launches." For what is included in each plan, see the [plans and subscription pricing](https://app.binomai.com/plans) page. After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open QuickBooks Online again. ### "You do not have permission to manage this section." **What this means:** only users with the Owner or Admin access level can manage integrations. **What to do:** ask the account owner to give you the Admin access level or to connect QuickBooks Online yourself. Learn more: [access levels in a team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's resolved:** after you refresh the page, the integration settings open. If the problem isn't resolved, write to support@binomai.com or send "I want to talk to a person" in the chat with [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream). Include the name of the Binom, the integration, and attach a screenshot of the message. ## How to disconnect QuickBooks Online On the QuickBooks Online page, click "Disconnect". The "Disconnect QuickBooks Online?" dialog will show a warning: "The assistant will lose access to the service. To restore it, you will need to reconnect the integration and enter the credentials again." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom prepare a commercial proposal in QuickBooks? Yes, with the "Create Estimate" action: the proposal is created for the client with the items from the conversation. ### Do I need a developer to integrate QuickBooks Online? No. You request QuickBooks Online in the [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) section, the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [Chat bot for Stripe: payments and invoices right in the conversation](https://binomai.com/integrations/stripe-integration/) - [How to connect a CRM to Binom](https://binomai.com/faq/how-to-connect-the-crm/) --- ## Updated on 21.10.26 The QuickBooks Online integration with Binom automates invoicing: your AI employee creates a customer and an invoice based on the conversation, prepares a commercial proposal, and records the payment. Your accounting team receives ready documents without manual entry, and your client gets their invoice faster. QuickBooks Online is available on request in your Binom account: Integrations → More integrations → QuickBooks Online. ## What Binom can do in QuickBooks Online Binom here refers to your AI employee. After you connect QuickBooks Online, it calls the service's actions when the conversation needs that data. You decide which actions are available to it. In the account, each action is marked: **read** (Binom only views data), **write**, or **delete** (Binom changes or deletes data in QuickBooks Online). | Section | What Binom can view | What Binom can change | | --- | --- | --- | | Customers | Customers | Create and edit | | Invoices | Invoices, search by criteria | Create, edit, delete | | Estimates | Estimates | Create, edit, delete | | Payments | Customer payments | Create, edit, delete | | Sales receipts and refunds | Sales receipts, refund receipts, credit memos | Create and delete | | Products and services | Products and services, taxes | Create and edit | | Purchasing | Vendors, vendor bills and their payments, purchase orders, expenses | Create and edit | | Accounting and reports | Chart of accounts, journal entries, deposits, transfers, profit and loss, balance sheet, cash flow, accounts receivable reports | Create accounts, journal entries, deposits, and transfers | ## Invoice status on a customer's request A customer asks whether their payment has been received. Binom finds the invoice ("Get Invoice" or "List Invoices") and states the amount and payment status. ## Automatic invoicing in QuickBooks from the chat 1. The customer agrees to a purchase in the conversation. 2. Binom creates the customer in QuickBooks ("Create Customer") or updates their details. 3. Creates an invoice with the line items from the conversation ("Create Invoice"). With "Ask before changing data" enabled, Binom will first show the invoice contents and wait for a reply. ## Commercial proposal and payment recording If the customer is still comparing options, Binom prepares a proposal ("Create Estimate"). When the customer reports a payment, Binom can record it ("Create Payment"). To accept online payments, also connect [Stripe](https://binomai.com/integrations/stripe-integration/). ## What access you will need Connection method: sign-in via OAuth 2.0 (you log in to your service account and confirm access). Details for each method are shown in the "Authentication" block on the QuickBooks Online page in your account. ## How to get the QuickBooks Online integration QuickBooks Online is connected on request: first, the Binom team sets up the integration for your account. General catalog rules are described in the instructions [how to connect a service from "More integrations"](https://binomai.com/faq/connect-service-to-chatbot/). 1. Open [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), type "QuickBooks Online" in the "Search integrations" field, and open the QuickBooks Online card. 2. The QuickBooks Online integration page for the assistant will show the message "Integration available on request. Request it now and we'll set it up for you as a priority." Here, the assistant is your Binom. The "Authentication" block shows what access will be needed, and the "Actions" list shows everything Binom can do in QuickBooks Online. 3. Click "Request integration". The message "Request sent. You will be notified when the integration is available." will appear, and the button will change to "Requested". 4. A Binom setup specialist will contact you. When the integration is ready, a "Connect" button will appear on the QuickBooks Online page. 5. Click "Connect", go through the steps in the "Connect QuickBooks Online" window, and click "Done". After "Connecting...", the status will change to "Connected". If you see "Confirmation hasn't arrived yet. The connection may still complete. Check again in a minute.", click "Check again". ## How to choose what Binom can do in QuickBooks Online A connected integration does nothing until you allow actions. The dashboard states this clearly: "Select the actions the assistant may trigger. Until something is selected, it has access to none of them." 1. On the QuickBooks Online page, check the actions you need in the "Actions" list. The "Filter actions" field helps you find them by name. The counter shows how many are selected. 2. Check the "Ask before changing data" toggle. It is on by default: before any write or delete action, Binom will describe what it intends to do and wait for your reply. 3. Click "Save". The message "Allowed actions saved" confirms your changes. To get started, "Create Customer", "Create Invoice" and "Create Estimate" are enough. Add update and delete actions when you are ready to trust Binom with changes in QuickBooks Online. ## How to check that the integration works - Start a new conversation with your Binom, for example through a [public chat link](https://binomai.com/faq/public-chat-link/), and arrange a test purchase. Check that a customer and an invoice have appeared in QuickBooks Online. - Delete the test documents after checking. ## Possible problems ### Binom does not use QuickBooks Online data in its answers **What to check:** the QuickBooks Online status is "Connected", and the necessary actions are selected (for example "Create Invoice"). **What to do:** select the actions and click "Save". **How to tell it's resolved:** the message "Allowed actions saved" appears, and in a new conversation Binom answers using QuickBooks Online data. ### "Couldn't save the request. Please try again." **What to do:** click "Request integration" again. If the message keeps appearing, write to support@binomai.com with the name of your Binom and the integration (QuickBooks Online). **How to tell it's resolved:** the button shows "Requested". ### "Integration is temporarily unavailable. Your request has been saved." Nothing else is needed: your request is saved, and you will be notified when QuickBooks Online can be connected. ### "Reconnection required" **What this means:** "The service no longer accepts saved access credentials, so the assistant doesn't use them." **What to do:** open the QuickBooks Online page in [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), click "Reconnect," and go through the connection window again. **How to tell it's fixed:** the status shows "Connected." ### "Couldn't start the connection. Please try again." **What to do:** click "Connect" again. If the message keeps appearing, email support@binomai.com with the name of your Binom, the integration (QuickBooks Online), and a screenshot of the message. **How to tell it's fixed:** the "Connect QuickBooks Online" window opens. ### "On a paid plan" instead of the connect button The page will show "Available on a paid plan. Tell us what you need, and we'll let you know when it launches." For what's included in each plan, see the [plans and subscription pricing](https://app.binomai.com/plans) page. For how to change your plan, see the guide [how to change or upgrade your plan](https://binomai.com/faq/change-subscription-plan/). After changing your plan, return to [More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14) and open QuickBooks Online again. ### "You don't have permission to manage this section." **What this means:** integrations can only be managed by users with Owner or Admin access. **What to do:** ask the account owner to give you Admin access or to connect QuickBooks Online yourself. More: [access levels in your team](https://binomai.com/faq/kak-raspredelit-obyazannosti-v-komande-s-pomoshhyu-pyati-urovnej-dostupa-owner-admin-editor-operator-viewer/). **How to tell it's fixed:** after refreshing the page, the integration settings open. If the problem isn't resolved, email support@binomai.com or message [Binom Tutor](https://app.binomai.com/cabinet/binom/binom-tutor-stream) in the chat with "I want to talk to a person." Include the name of your Binom, the integration, and a screenshot of the message. ## How to disconnect QuickBooks Online On the QuickBooks Online page, click "Disconnect." The "Disconnect QuickBooks Online?" window will show a warning: "The assistant will lose access to the service. To restore it, you'll need to connect the integration again and re-enter the access details." Confirm, and "Integration disconnected" will appear. ## Other common questions ### Can Binom prepare a quote in QuickBooks? Yes, using the "Create Estimate" action: the estimate is created for the customer with the items from the conversation. ### Do I need a developer to integrate QuickBooks Online? No. You request QuickBooks Online in [Integrations → More integrations](https://app.binomai.com/cabinet/binom/integrations?tab=14), the Binom team sets up the integration, and then you connect the account yourself and choose the actions. ## What's next - [Stripe chatbot: payments and invoices right in the conversation](https://binomai.com/integrations/stripe-integration/) - [How to connect a CRM to Binom](https://binomai.com/faq/how-to-connect-the-crm/)