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ClickRuntime

Connect QuickBooks to Slack

Finance news shouldn't wait for someone to open QuickBooks. Post new invoices, overdue balances and bills waiting for approval into Slack, so the people who care about cash see it the same day.
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Ideas

What you can do with QuickBooks and Slack

Invoice alerts, overdue reports and bill approvals between QuickBooks and your Slack channels. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post every new QuickBooks invoice to Slack

Whenever an invoice is created in QuickBooks, your finance channel sees the customer, amount and due date within seconds.

See how it works
Every 15 minutesAI

Approve supplier invoices in Slack before they become bills

Supplier invoices from your inbox are read and posted to Slack with Approve and Reject buttons, and approved ones become QuickBooks bills.

See how it works
On a scheduleAI

Post a weekday overdue invoice report to Slack

Every weekday morning, Slack shows your overdue QuickBooks invoices and total receivables by how late they are.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with QuickBooks and Slack, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any QuickBooks and Slack automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between QuickBooks and Slack in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Only post expenses over $1,000 and invoices over $5,000, and send everything else as a Friday summary.

Each Monday, post cash in, cash out and overdue total for last week, compared with the four-week average.

Use cases

Why people connect QuickBooks and Slack

How the two apps work together

  • A check every few minutes reads QuickBooks Online for new invoices, payments, bills or expenses.
  • The script posts details to the Slack channels you choose.
  • Reactions or replies in Slack can be read on the next check and used to approve or update records.

  • Founders tracking revenue

    New invoices and payments are posted to #finance. The team sees money coming in.

  • Finance teams approving bills

    New bills are posted for approval before payment. Spending is checked.

  • Collections teams chasing late invoices

    A daily list of overdue invoices goes to Slack. Follow-up is organised.

  • Managers watching spend

    Large expenses are posted to a channel. Unusual costs are spotted.

More apps

QuickBooks, Slack and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Approved bills log

When a bill is approved in Slack, update QuickBooks and log it in my Google Sheet.

Overdue reminders after Slack OK

Post overdue invoices to #collections and email a reminder from Gmail to each customer once someone reacts with a checkmark.

Payment matching

Post to #finance when a Stripe payout does not match any QuickBooks deposit within 3 days.

Setup

Connect QuickBooks and Slack once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

QuickBooks

Accounting

  1. At developer.intuit.com, create an app for QuickBooks Online and Payments with the com.intuit.quickbooks.accounting scope.
  2. Under Keys and credentials, open Production, fill in the app details (EULA and privacy URLs, host domain) and finish the Compliance questionnaire, which takes roughly 20 to 40 minutes.
  3. Add https://clickruntime.com/oauth/callback as a redirect URI.
  4. In the ClickRuntime dashboard, open Connections, choose QuickBooks and enter the production Client ID and Secret, then approve access to your company.

Slack

Team chat

  1. At api.slack.com/apps, create a new app from scratch in your workspace.
  2. Under OAuth & Permissions, add the bot scopes the automation needs, such as chat:write, channels:read and channels:history.
  3. In the ClickRuntime dashboard, open Connections, choose Slack and enter your app's details, then install it to your workspace.
  4. In each channel the automation should use, type /invite @your-app-name.

FAQ

Questions about connecting QuickBooks and Slack

Who can see the figures in Slack?
Anyone in the channel you choose. Use a private channel such as #finance if the amounts are sensitive.
Does it need admin access to QuickBooks?
It needs a connected Intuit account with accounting access. Read access is enough for alerts and reports; creating bills needs write access.
How fast do invoice alerts arrive?
Within seconds when you use QuickBooks webhooks, or within the check interval if you prefer a schedule.
Can it post to more than one channel?
Yes. For example, new invoices to #sales and overdue reports to #finance.
Can it post to a private finance channel?
Yes, if the connected Slack account is a member of it.
Can it mention the account owner?
Yes, if you map customers to owners in a list or a custom field.
Does it change records in QuickBooks?
Only if you ask, such as marking a bill approved. Otherwise it only reads.

Related pages

Keep exploring

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