# QuickBooks Online integration with AI · Visiona

> Visiona connects QuickBooks Online to AI: customers, invoices, payments, credit memos and vendors, through Intuit's official API, with your authorisation.

Page: https://www.visiona.ca/en/integrations/quickbooks  
Français: https://www.visiona.ca/integrations/quickbooks

## Automate QuickBooks with AI

**Our own bookkeeping runs on QuickBooks Online**

QuickBooks Online keeps your official numbers. The brain connects through Intuit's API, with the authorisation you give from your own account, and writes customers, invoices and payments already checked by your rules. We also use it for our own bookkeeping and expenses.

## What we connect to QuickBooks

- **Customers** (Reads, writes): Customer records created and updated, receivables aging.
- **Invoices and credit memos** (Reads, writes): Sales invoices created, updated or voided; credit memos.
- **Payments** (Reads, writes): Payments received recorded and applied to invoices, corrected or removed; payment methods.
- **Vendors** (Reads, writes): Vendor records created and updated; vendor credits.
- **Chart of accounts, items and taxes** (Reads): Accounts, bank accounts, products and services, tax codes and company preferences.

### Possibilities

What we can also connect through QuickBooks's API, depending on your project.

- Supplier bills read from email, then entered
- Expenses and receipts sorted by account
- Follow-ups on overdue receivables
- Monthly reports for management

## Solutions that work with QuickBooks

- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices): Invoices arrive by email, AI reads them, your rules match them to the purchase order and the delivery slip, and a person approves in one click before they reach accounting.
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes): Three options in a few clicks, taxes and rebates calculated, a detailed quote with its terms that the customer signs on their phone, deposit included, and the order created.
- [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation): Bank and card statements are read every night; your rules explain each line with its evidence, a person approves the rest, and everything is entered in your accounting.

## How it connects

1. **Simulation first** Every write starts in simulation: you see what would be written, and nothing is. Then last month's data, one team, and finally everyone.
2. **QuickBooks keeps your official numbers** Your official numbers stay in QuickBooks. The brain computes beside it and writes back clean, approved data.
3. **Your own access** The integration uses access in your name, limited to what it does, that you can remove in one click. The code is in your repository.

## Frequently asked questions

### Does QuickBooks Online have an API?

Yes. Intuit offers an official API for QuickBooks Online. You authorise access from your Intuit account, for your company only, and can remove it at any time.

### What about QuickBooks Desktop?

This page is about QuickBooks Online. For QuickBooks Desktop, let's talk: the integration depends on your version and your server.

### Can the brain write anything it likes in my books?

No. It writes only what your rules have checked, in simulation first, and anything that touches money goes through a one-click approval.

### Do we have to leave QuickBooks?

No. QuickBooks keeps your official numbers; the brain computes beside it and writes back clean data.

## Let's talk about your QuickBooks

A conversation with a senior architect: your data, your rules, and what a first sprint would deliver.

Talk with an expert: https://www.visiona.ca/en/contact