QuickBooks
PopularQuickBooks is the leading accounting software for small businesses. Our integration automatically syncs customer data, creates invoices, and tracks payments—keeping your books accurate without manual data entry.
Key Benefits
- Eliminate manual invoice creation
- Get paid faster with automated reminders
- Reduce accounting errors
- Save hours on bookkeeping
How It Works
Vertos AI connects to QuickBooks Online to automate your financial workflows. When a job is completed, we can automatically generate invoices with the correct line items, send them to customers, and track payment status. Payment reminders go out automatically for overdue invoices.
Easy Setup Process
Get connected in minutes with our simple setup wizard
Connect your QuickBooks Online account
Map your services and products to QuickBooks items
Configure invoice templates and payment terms
Set up automatic invoice generation rules
Enable payment tracking and reminder sequences
Use Cases
See how contractors use the QuickBooks integration
Automatic Invoice Generation
When a job is marked complete in your FSM, Vertos AI creates and sends a professional invoice through QuickBooks within minutes.
Smart Payment Reminders
Overdue invoices trigger a sequence of polite reminders via email and SMS, improving collection rates by up to 30%.
Customer Record Sync
Keep customer contact info, billing addresses, and payment history synchronized between systems automatically.
Related Automations
Unlock these automations with the QuickBooks integration
Ready to Connect QuickBooks?
Start your free trial and see how Vertos AI transforms your workflow with the QuickBooks integration.