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Intuit · Customers and money

QuickBooks

Agents read your books, tidy up transactions and prepare entries for you to look over. Posting an entry, closing a period and sending an invoice always wait for a person.

Live

What an agent can do at each level.

You set a level for each team on each account, and you can give any agent its own setting on top. Every account starts at No access, and each level includes everything in the one before it. If an agent reads something it can’t trust, like an email or a web page, it drops one level until that task ends.

Can read

Reads and searches. Changes nothing.
See which QuickBooks companies you can reachquickbooks.list_companies
Read transactionsquickbooks.read_transactions
Read invoices and billsquickbooks.read_invoices_and_bills
Read bank lines waiting to be matchedquickbooks.read_bank_lines
Read reports such as profit and lossquickbooks.read_reports
Read your chart of accountsquickbooks.read_chart_of_accounts

Can edit

Drafts and edits. Nothing goes out, and nothing is deleted.
Put a transaction in a categoryquickbooks.categorize_transaction
Match a receipt to a transactionquickbooks.match_receipt
Prepare a journal entry without posting itquickbooks.draft_journal_entry
Add a note to a transactionquickbooks.add_note

Can act with your OK

Also sends, pays, shares and deletes, after you OK each one.
Post a journal entry to your booksquickbooks.post_journal_entry
Close a period so it can no longer be editedquickbooks.close_period
Send an invoice to a customerquickbooks.send_invoice
Can act on its own. Sends, pays, shares and deletes without asking. You get a receipt for each. Nobody checks anything before it goes out.

Other integrations

GmailRead and sort your mail and write drafts. Sending waits for a person unless you choose Can act on its own.Google ContactsLook people up by name or address. Can read.Google CalendarSee your week, find a free hour, and book or move meetings.Google DriveFind, read, file and tidy everything in Drive.Google DocsRead your documents and add to them.Google SheetsRead the numbers and keep them up to date.Google SlidesRead your decks, and build new ones once you OK them.GitHubRead the code, open branches and pull requests. Never merge.OutlookRead and sort your mail and write drafts. Sending waits for a person unless you choose Can act on its own.SharePointFind and read your team sites and files, and keep them tidy.OneDriveFind, read, file and tidy everything in OneDrive.ExcelRead your workbooks and keep the numbers up to date.DropboxFind, read and file your Dropbox files. Sharing and deleting wait for a person unless you choose Can act on its own.NotionRead your pages and databases and add to them.HubSpotLook up contacts, companies and deals, and keep your CRM current.XRead your timeline and mentions. Posting waits for a person unless you choose Can act on its own.InstagramRead your posts and comments. Publishing waits for a person unless you choose Can act on its own.FacebookRead your Page and its comments. Publishing waits for a person unless you choose Can act on its own.LinkedInRead your profile. Posting waits for a person unless you choose Can act on its own.YouTubeRead your channel and comments, and publish after you OK each one.RedditRead posts and comments. Posting waits for a person unless you choose Can act on its own.