![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) Accounting·One-click connect # Keep QuickBooks current with every sale, booking, and invoice Crevio already knows what you sold and who booked time with you. With QuickBooks connected, the agent records those sales, invoices your clients, and tells you which invoices are overdue, so the books stop lagging a month behind the business. [Try it with QuickBooks](#get-started)[All integrations](/integrations) Record last week's paid Crevio orders as sales receipts in QuickBooks. CrevioDone in QuickBooks ![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig)QuickBooks QuickBooks invoice 1087 Dana Whitfield · Whitfield Ceramics Strategy call, Sep 4$180.00 Strategy call, Sep 11$180.00 Strategy call, Sep 18$180.00 Total$540.00 Built from 3 Crevio bookings · waiting for your OK to send ## Jobs Crevio takes off your plate in QuickBooks Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking. 1 ### Book your store sales without retyping them You say Put every paid order from last week into QuickBooks as a sales receipt. Crevio reads last week's orders and prepares one sales receipt per order with the customer, product, and amount. You approve the batch and QuickBooks is up to date. 2 ### Invoice a client for the sessions they booked You say Invoice Dana for the three strategy calls she had with me in September. Crevio finds Dana's bookings, builds a QuickBooks invoice with a line per session, and sends it once you say go. 3 ### Chase what you're owed You say Which QuickBooks invoices are past due? Draft a polite reminder for each client. A list of overdue invoices with the client, amount, and days late, plus a reminder email drafted for each one in your Crevio inbox. 4 ### Understand the month in one answer You say How did September look? Where did the money go? Crevio pulls your profit and loss detail and cash flow from QuickBooks and explains the month in plain language, with your biggest costs called out. 5 ### Log an expense as you spend it You say Log $89 for the Canva yearly plan as a software expense, paid by card. Crevio records the purchase in QuickBooks under the right account after you confirm it. 6 ### Send a quote before the work starts You say Send Northwind Yoga an estimate for a two-day workshop at $1,400. Crevio creates the estimate in QuickBooks and emails it to the client from QuickBooks, ready to turn into an invoice later. ## Runs on its own Any job can become a task that runs on a schedule or the moment something happens. 1. Trigger A customer pays for an order Prepare a matching sales receipt in QuickBooks and hold it for your OK, or record it straight away if you allow it. 2. Schedule Every Monday at 9:00 List past-due QuickBooks invoices with how late each one is and a suggested reminder. 3. Schedule On the 1st of every month at 8:00 Send you a short summary of last month's profit and loss and cash flow, with anything unusual flagged. ## Better together QuickBooks does more when Crevio can reach your other tools too. [![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OD5hrX/logo/orig)QuickBooks + StripeCheck your Stripe revenue for the month against the sales recorded in QuickBooks before you close it.](/integrations/stripe)[![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OQYhq7/logo/orig)QuickBooks + GmailSend past-due reminders from your own inbox, with the QuickBooks invoice details filled in.](/integrations/gmail)[![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) ![](https://assets.pipedream.net/s.v0/app_168hvn/logo/orig)QuickBooks + Google SheetsKeep a simple expense log in a sheet and have Crevio record each new line in QuickBooks.](/integrations/google-sheets)[![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) ![](https://assets.pipedream.net/s.v0/app_OkrhR1/logo/orig)QuickBooks + SlackGet a Monday Slack message with who owes you money and how much.](/integrations/slack) ## What Crevio can do in QuickBooks Reading runs on its own. Anything that changes data in QuickBooks asks for your approval first, unless you tell Crevio it doesn't need to. ### Invoices and estimates - Create, update, send, and void invoices - List open and past-due invoices - Create and send estimates ### Sales and customers - Create sales receipts and record payments - Create, look up, and update customers - Look up and edit products and services ### Expenses - Record purchases and bills - Create purchase orders - Look up vendors and past purchases ### Reports - Profit and loss detail - Cash flow and balance sheet - Accounts payable aging ## Your store knows what happened. Your books should too. For most small online businesses, bookkeeping is the chore that slips. Sales happen in one place, coaching sessions are booked in another, and QuickBooks gets updated in a rush at the end of the month, or the quarter. Crevio sits in the middle of that. It already has your orders, customers, and bookings. Connected to QuickBooks, it can turn a week of sales into sales receipts, turn three booked sessions into one invoice, and log the software subscription you just paid for. You say what you want recorded, check what Crevio prepared, and approve it. ## Knowing where you stand The other half is reading the books back. Instead of opening reports and decoding them, ask. "Who owes me money?" gives you past-due invoices with amounts and days late. "How did last month go?" pulls your profit and loss detail and cash flow and explains them in a few sentences. A Monday summary of overdue invoices is often the single most useful automation for coaches and service businesses. ## Things to know before you connect Crevio works with QuickBooks Online. It can create sales receipts, invoices, estimates, purchases, and bills, but it doesn't reconcile bank accounts, and it has no way to record a refund as a credit memo, so refunds on your store still need a manual entry. Every change to your books waits for your approval unless you decide otherwise. ## Set up in three steps 1. 01 ### Connect QuickBooks Sign in to QuickBooks from Crevio. It takes a few seconds and you can disconnect any time. 2. 02 ### Ask for what you need Describe the job in plain language. Crevio works out which steps it takes and shows you what it did. 3. 03 ### Let it run Turn anything you asked for once into a task that repeats on a schedule or runs when something happens. ## Questions about QuickBooks and Crevio ### Which version of QuickBooks does Crevio work with? QuickBooks Online. QuickBooks Desktop isn't supported. ### Will Crevio write to my books without asking? Not by default. Reading invoices and reports happens on its own, but every new invoice, receipt, expense, or edit waits for your approval. You can allow specific actions later, like recording sales receipts for paid orders. ### Can Crevio reconcile my bank account or categorize bank transactions? No. Bank feeds and reconciliation stay in QuickBooks. Crevio creates and reads records like invoices, sales receipts, and purchases, and it can explain your reports. ### Does it replace my accountant? No. It keeps the day-to-day entries current and answers questions about your numbers. Tax filing, year-end adjustments, and advice still belong with your accountant. ### Does it cost extra to connect QuickBooks? No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card. ### Can I undo what Crevio does in QuickBooks? You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened. ### How do I disconnect QuickBooks? Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away. ![](https://assets.pipedream.net/s.v0/app_m02hWG/logo/orig) ## Put QuickBooks to work Start with this prompt or write your own. Free to start, no credit card. [Browse all 3,000+ integrations](/integrations) Canonical URL: https://crevio.co/integrations/quickbooks