QuickBooks Online

Connect QuickBooks Online to Quin and billing stays attached to the conversation: invoice and payment status pulled into meeting prep, billing requests turned into tracked tasks, and customer records updated with what was agreed.

What you can do with QuickBooks Online and Quin

• See invoice and payment status before a call.
  Quin surfaces the outstanding balance, last invoice date, and recent payment status alongside the usual CRM and email context.
• Turn billing requests into tracked tasks.
  When someone says "go ahead and send that invoice" mid-meeting, Quin captures it as a task tied to the right customer record.
• Log billing details from a call to the customer record.
  A payment arrangement, rate change, or scope adjustment gets attached to the account, not left in an email thread.
• Look up customers and vendors instantly.
  Pull account details directly from a conversation instead of opening QuickBooks Online separately.
• Create and update invoices, bills, and payments after client calls.
  Act on what was discussed without switching apps.
• Pull financial reports on demand.
  Ask for a P&L, balance sheet, or cash flow report directly from chat.

Who this helps most

• Bookkeepers running client calls back to back, where a billing request mentioned in passing needs to become a task before it's forgotten.
• Two-person firms splitting relationship and invoicing work, since billing details need to be visible to whoever prepares the next bill, not just remembered by whoever took the call.
• Advisors handling money conversations, where a client who has to correct you about their own invoice starts wondering what else got missed.

How this shows up day to day

• A bookkeeper has a Thursday full of client check-ins.
  The pre-meeting brief for a client with an invoice open three weeks already shows the amount and how long it's been outstanding.
• A client mentions moving from monthly to quarterly billing mid-call.
  That request turns into a task tied to the client's QuickBooks Online record instead of a note buried in Friday's follow-ups.
• A client asks to push a payment back two weeks.
  That detail sits in the meeting summary tied to the client's record, so whoever bills next month already has the context.

Frequently asked questions

What happens when I connect QuickBooks Online?
Quin starts pulling billing status into meeting prep and logging billing details, tasks, and customer updates based on what's discussed on your calls.

How does Quin match a call to the right customer?
Matching depends on the client's name in QuickBooks Online lining up with the name on your calendar invite and CRM record.

Can Quin draft a note confirming what was agreed to?
Yes. Quin can draft the note or email confirming a billing conversation, ready for review before it goes to the client.

Is my QuickBooks Online data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just QuickBooks Online.

Does Quin replace QuickBooks Online?
No. QuickBooks Online stays the system of record for invoices, payments, and financial reporting. Quin keeps it current from your conversations, but QuickBooks Online remains the source of truth.