QuickBooks Online Integrations

Automate invoicing workflows

Create systematic invoicing processes by using Relay to automate invoice creation in QuickBooks Online whenever a new order is placed in your e-commerce platform. Relay can also notify your sales or finance team in Slack or via email, and can compile invoice summaries with AI assistance for quick review and record-keeping.

Streamline expense management

Manage your expenses more effectively by using Relay to automatically create and categorize expenses in QuickBooks Online when specific triggers occur, such as a payment processed by your payment gateway or receipt of a bill from a vendor. AI models can be used to extract and highlight key information to team members, ensuring nothing goes unnoticed.

Customer and vendor synchronization

Maintain a consistent and up-to-date CRM by setting up Relay to create or update customer and vendor records in QuickBooks Online as new information becomes available from your sales or service apps. When a customer is added or a vendor is updated, the relevant information is reflected in QuickBooks without manual intervention, saving time and reducing errors.

Enhanced sales tracking

Implement an advanced sales tracking system with Relay by automating the creation of sales receipts in QuickBooks Online upon confirmation of payment or closing of a deal in your CRM platform. Leverage the capability to send summaries of sales activities to stakeholders using AI-generated reports pulled directly from QuickBooks data.