QuickBooks Online + 365agents: phone calls into invoices, estimates, and customer records

365agents connects natively to QuickBooks Online via OAuth. Your AI agent creates customers, draft estimates, and invoices from call outcomes — and retrieves account balances during service calls.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to QuickBooks Online via OAuth. Your AI agent creates customers, draft estimates, and invoices directly from call outcomes. It can also look up account balances during inbound calls so customers get accurate answers without a CS handoff.

What this makes possible

  • Customer creation — new callers become QuickBooks customers with captured info

  • Draft estimates from quote-request calls

  • Invoice creation from completed-service calls

  • Balance lookup — customer asks "what's my balance?", AI gets the answer from QuickBooks

  • Payment recording — when paired with Stripe or Square, payments reconcile correctly in QuickBooks

  • Service item mapping — AI matches what the caller describes to your QuickBooks service items

How a real call flows

  • Service-business call — "Here's what we did today"

  • AI captures the service items, parts, and time

  • Invoice draft created in QuickBooks Online against the right customer

  • Your bookkeeper reviews and sends, or it auto-sends per your rules

  • Payment via Stripe / Square posts back into QuickBooks when received

How to connect

  1. Admin dashboard → Integrations → QuickBooks Online

  2. "Connect" and authorize with your QuickBooks account

  3. Map service items and customer fields

  4. Configure invoice / estimate templates

  5. Test with a live call

Who this is for

  • Service businesses using QuickBooks for invoicing

  • Any SMB where QuickBooks is the source of truth for billing

  • Contractors, professional services, home services

Related

Get started

Book a demo — we'll connect QuickBooks and map service items during onboarding.