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QuickBooks QuickBooks

Styr QuickBooks fra Triform. Lag automatiseringer som setter regnskapet ditt på autopilot og reduserer manuell datainnlegging.

  • Generer automatisk fakturaer fra lukkede avtaler.
  • Kategoriser utgifter ved hjelp av AI-intelligens.
  • Forfølg forfalte betalinger med personlige e-poster.
Snakk med en ekspert Se eksempel på arbeidsflyter
Create InvoiceP&L SummaryFind UnpaidCategorize ExpensesSend ReminderSync Customers Create InvoiceP&L SummaryFind UnpaidCategorize ExpensesSend ReminderSync Customers

Hva Triform kan gjøre med QuickBooks

Triform-agenter kan lese og skrive alle felt som API-tilgangen din tillater, noe som betyr at du kan gå fra "manuelle oppdateringer" til "kodifiserte arbeidsflyter" som alltid kjører på samme måte.

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.

Hva Triform kan gjøre med QuickBooks

Virkelige eksempler på hvordan team bruker Triform + 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

Hvordan Triform kobler til

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.

Hvem bruker Triform med QuickBooks

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

Roller

Business Owners Bookkeepers Office Managers

Team

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.

Fortell oss hva du vil automatisere

Book en samtale for å diskutere prosessen din, eller beskriv hva du vil automatisere.

Snakk med en ekspert