By app
QuickBooks Online automations
Small-business accounting: customers, invoices, payments, expenses.
5 on the shelf · quickbooks.intuit.com
- HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Won deals hand themselves to finance and onboarding within a minute of the stage change.
Sales & CRM hygiene$199 - GCDrQBMade to order
Gmail receipt → Claude reads it → QuickBooks expense + PDF filed in Drive
Receipts in your inbox become QuickBooks expenses with the PDF filed by month.
Invoicing, payments & bookkeeping$199 - HQBMade to order
HubSpot deal Closed Won → QuickBooks Online invoice + number back on the deal
Won deals become sent QuickBooks invoices with the number written back to HubSpot.
Invoicing, payments & bookkeeping$99 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Invoiced, collected and overdue for the week, in an Excel table and a Teams channel.
Reporting & dashboards$99 - QB{}In build
New QuickBooks Online customer → record created in any app with an API
Add a customer in QuickBooks once; the same record lands in your CRM by API.
Data sync & backups$49
Need QuickBooks Online connected to something else?
Say what should start it and what should happen. A fixed quote and a delivery date come back within one business day.
Request a QuickBooks Online integrationJobs that run on QuickBooks Online
From the tools each occupation is federally documented as using (O*NET).