Connect QuickBooks
Connecting QuickBooks lets your agents read invoices, expenses, and customer records. This supports bookkeeping workflows and reporting that draws on your financial data.
What your agents can do
- Read invoices and expenses to support reports and reminders.
- Look up customer records to keep financial and CRM data aligned.
- Surface bookkeeping details when you ask for them in plain language.
Before you start
- Have access to the QuickBooks company file you want to connect.
Connect QuickBooks
1
Open Integrations
In your dashboard, go to Integrations in the left sidebar.
2
Click Connect on QuickBooks
Find the QuickBooks card and select Connect.
3
Sign in and choose your company
Sign in to QuickBooks, choose the company to connect, review the access requested, and approve it.
4
Confirm it is connected
You return to Raileon and the QuickBooks card shows Connected.
Disconnect QuickBooks
Open Integrations, find the QuickBooks card, and select Disconnect. You can also remove the connection from your QuickBooks account settings.