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QuickBooks QuickBooks

Beheer QuickBooks vanuit Triform. Maak automatiseringen die je boekhouding op de automatische piloot zetten en handmatige gegevensinvoer verminderen.

  • Automatisch facturen genereren uit gesloten deals.
  • Uitgaven categoriseren met AI-intelligentie.
  • Achterstallige betalingen achtervolgen met gepersonaliseerde e-mails.
Praat met een expert Bekijk voorbeeldworkflows
Create InvoiceP&L SummaryFind UnpaidCategorize ExpensesSend ReminderSync Customers Create InvoiceP&L SummaryFind UnpaidCategorize ExpensesSend ReminderSync Customers

Wat Triform kan doen met QuickBooks

Triform-agents kunnen elk veld lezen en schrijven dat je API-toegang toestaat, wat betekent dat je kunt overstappen van "handmatige updates" naar "gecodificeerde workflows" die altijd op dezelfde manier worden uitgevoerd.

Receivables (AR)

  • Create invoices from CRM or project tools.
  • Send automated payment reminders.
  • Reconcile incoming payments.

Payables (AP)

  • Capture bills from email attachments.
  • Route bills for approval.
  • Schedule payments.

Reporting

  • Generate P&L snapshots for Slack.
  • Forecast cash flow based on AR/AP.
  • Alert on budget overruns.

Wat Triform kan doen met QuickBooks

Praktijkvoorbeelden van hoe teams Triform gebruiken + QuickBooks

Workflow 1

Auto-Invoice from CRM

Trigger Deal Won in HubSpot
Steps
  • Fetch deal amount and line items.
  • Check if customer exists in QBO, create if not.
  • Generate and send invoice.
  • Update CRM deal with invoice status.
Related
HubSpot Sales
Workflow 2

Smart Expense Categorization

Trigger New transaction imported
Steps
  • Analyze merchant name and amount.
  • Predict expense category using historical data.
  • Attach receipt from email if match found.
  • Flag ambiguous items for human review.
Related
Finance Data Entry
Workflow 3

Payment Collections

Trigger Invoice Overdue > 7 Days
Steps
  • Identify overdue invoices.
  • Draft a polite reminder email.
  • Send from the account manager's alias.
  • Log the activity in the CRM.
Related
Account Manager Use Cases

Hoe Triform verbindt

1

Connect QuickBooks

Connect via API using your Client ID & Secret.

2

Map Accounts

Map your chart of accounts to Triform categories.

3

Set Rules

Define your automation thresholds and triggers.

Wie gebruikt Triform met QuickBooks

Ideal for small business owners and accountants who want to save time.

Rollen

Business Owners Bookkeepers Office Managers

Teams

Finance Admin

Why Triform for QuickBooks?

AI Categorization

Smarter than basic rules, learns from your history.

Workflow Automation

Trigger complex sequences (Email -> Slack -> QBO) from a single event.

Custom Reporting

Build reports that QBO can't generate natively.

FAQ

Does it work with QuickBooks Desktop?

Currently, we support QuickBooks Online only.

Can it process receipts?

Yes, Triform can extract data from receipt images and match them to transactions.

Is my financial data safe?

Absolutely. We use bank-grade encryption for your API credentials.

Vertel ons wat je wilt automatiseren

Boek een gesprek om je proces te bespreken of beschrijf wat je zoekt.

Praat met een expert