Your QuickBooks books, from the ticket.
Neo finds invoices, payments and balances, and creates or updates records as you allow.
What Neo does with QuickBooks Online.
Invoice search
Neo finds invoices by number, customer, date or balance due.
Customer balances
Neo reads what a customer owes and their aged receivables.
Records and reports
Neo creates and updates records and reads reports.
Concrete work Neo handles in QuickBooks Online.
Invoice question
A client asks about an invoice: Neo finds it and replies with its status.
Overdue check
Neo lists a client's overdue invoices before work is scheduled.
Billing reconciliation
Neo compares QuickBooks invoices with the PSA's billing.
Set it up with Neo.
Connect QuickBooks Online
Enter the credentials the QuickBooks Online card on Neo's Integrations page asks for. The setup guide shows where to find each one.
Start from a use case
Open the QuickBooks Online card's "What Neo can do" tab and press Set up with Neo on the job you want.
Build it with Neo Support
Neo Support picks the tools and the QuickBooks Online access the job needs, and builds the agent with you.
Questions about the QuickBooks Online integration.
What does Neo need to connect to QuickBooks Online?+
The credentials the QuickBooks Online card on Neo's Integrations page asks for, from your QuickBooks Online account. The setup guide shows where to find each one.
How do I set up one of these use cases?+
Connect QuickBooks Online, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.