Control QuickBooks Online via WhatsApp Voice Notes & Text Commands
Run your entire QuickBooks Online accounting stack from your pocket. Speak or text commands to Susan on WhatsApp to issue invoices, check unpaid balances, and automate payment chasing.
Key Capabilities & Features
✓ Hands-Free Voice & Text Invoice Generation
Text or send a WhatsApp voice note: "Susan, send a $450 QuickBooks invoice to Mark Davies for roof repair." Susan instantly drafts the invoice in QuickBooks Online, generates a 1-tap Stripe checkout link (Apple Pay/Google Pay/Card), and sends it to the customer on WhatsApp.
✓ Automated Overdue Debtor Chasing (Day 3, 7, 14 Sequence)
Susan scans your QuickBooks Online accounts daily. When an invoice becomes overdue, she automatically sends polite, personalized WhatsApp and Email reminders with 1-tap payment links, eliminating awkward manual follow-up calls.
✓ Conversational Revenue & Financial Lookup
Ask Susan anytime on WhatsApp: "How much money is overdue in QuickBooks today?" or "What is our total gross revenue this month?" Susan queries your QuickBooks ledger and returns an instant structured summary break-down in seconds.
✓ Automatic Customer Profile & Contact Sync
When a new lead or client submits intake details via WhatsApp, Susan automatically creates or updates their Customer Profile inside QuickBooks Online (Name, Email, Phone, Billing Address) with zero manual data entry.
✓ Real-Time Payment Settlement & Receipt Delivery
When a client pays an invoice via Apple Pay or Card, Susan automatically updates the invoice status to Paid in QuickBooks Online, reconciles the bank ledger, and texts a formal PDF receipt to the client.
✓ Milestone & Stage Payment Automation
Perfect for trade contractors, builders, and service providers. Issue Stage 1 (Deposit), Stage 2 (Mid-job), and Stage 3 (Final signoff) QuickBooks invoices automatically as jobs progress.
✓ Multi-Currency & Automatic VAT/Tax Calculation
Susan respects your QuickBooks tax categories (VAT, Sales Tax, GST) and supports multi-currency billing (USD, GBP, EUR, AUD, CAD) automatically.
How It Works (Step-by-Step)
- Link your QuickBooks Online account to Susan in 2 minutes via secure OAuth authorization.
- Send text or hands-free voice commands to Susan on WhatsApp (e.g. "Susan, send a $250 invoice to Sarah").
- Susan verifies the invoice details, generates a 1-tap Apple Pay link, and delivers it to the customer.
- When the customer pays, Susan marks the invoice as Paid in QuickBooks Online and sends a receipt alert to your phone.
Frequently Asked Questions
Can I generate QuickBooks invoices by sending a voice message on WhatsApp?
Yes! Speak naturally into WhatsApp: 'Susan, issue a $350 invoice to John for initial consultation'. Susan transcribes your voice note, extracts the customer name and line items, creates the invoice in QuickBooks, and posts an instant confirmation prompt.
How does Susan deliver the QuickBooks invoice to my customer?
Susan delivers a polite WhatsApp message with a summary breakdown and an embedded 1-tap payment link supporting Apple Pay, Google Pay, and credit cards.
What happens in QuickBooks when a customer pays via WhatsApp?
The moment payment settles, Susan automatically updates the invoice status to Paid in QuickBooks Online, records the transaction, and sends an automated confirmation receipt.
Can Susan automatically chase overdue QuickBooks invoices?
Yes! Susan monitors due dates in QuickBooks and sends automated multi-touch follow-up reminders on Day 3, Day 7, and Day 14 across WhatsApp, Email, and SMS.
Does this work with both QuickBooks Online Simple Start, Plus, and Advanced?
Yes, Susan connects with all versions of QuickBooks Online via the official Intuit QuickBooks API.
Can I query my financial status on WhatsApp without logging into QuickBooks desktop?
Absolutely. Text 'Susan, show me unpaid invoices' or 'Susan, what are our sales this week?' to get instant real-time financial reporting directly inside WhatsApp.
Explore Related Integrations
Xero WhatsApp Conversational Invoicing & Chasing
Text Susan on WhatsApp: "Create a Xero invoice for $300 for Mike" or "Who owes us money in Xero?", and Susan handles it instantly.
Stripe Conversational WhatsApp Payments & Invoices
Text Susan on WhatsApp to create a Stripe invoice, generate deposit links, or ask "Did John pay his invoice yet?" in seconds.
ServiceTitan WhatsApp Command Sync
Text Susan on WhatsApp to create ServiceTitan dispatch tickets, look up customer history, and send technician ETA updates.