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QuickBooks integration

Answer billing and invoice queries with live QuickBooks data

Overview

Configure a Data connector to expose QuickBooks financial data to Fin (invoice history, payment records, and outstanding balances), enabling accurate answers to billing and account inquiries.

On Intercom, you set up the QuickBooks connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.

What you can do

  • Expose QuickBooks invoices and payment history to Fin via Data connector
  • Let Fin reference outstanding balances and transaction records in answers
  • Answer billing and account inquiries with live QuickBooks financial data
  • Use QuickBooks data in Fin conversations, Workflows, and Procedures
  • Requires JWT or email OTP user authentication for live use in production

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for QuickBooks, or start from an AI recommendation.

Set up the API call to your QuickBooks system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.

Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.

Read the full setup documentation →

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