Accounting Integration

How to Automate QuickBooks with AI

Connect Carly to QuickBooks to create invoices, check account balances, log expenses, and pull financial summaries — just by emailing or texting Carly.

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What Carly can do with QuickBooks

Create and send invoices

Email Carly with the client name, amount, and line items and she'll generate an invoice in QuickBooks and send it. No logging into QuickBooks or filling out forms.

Check account balances

Ask Carly for your checking, savings, or accounts receivable balance and she'll pull it straight from QuickBooks. Great for a quick check before making a payment or sending a proposal.

Log expenses on the go

Forward a receipt or email Carly the vendor, amount, and category. She'll create the expense in QuickBooks and categorize it for you — no data entry required.

Get profit and loss summaries

Ask Carly for a P&L summary for any date range and she'll pull the numbers from QuickBooks. Useful before board meetings, quarterly reviews, or tax prep.

See it in action

Mail

Invoice Meridian Design Group 2 messages

You 10:22 AM

To: Carly

Carly, create an invoice in QuickBooks for Meridian Design Group — $4,500 for brand strategy consulting (March). Net 30 terms. Send it to their accounts payable contact on file.

Carly 10:23 AM

To: You

Done! Here's what I created in QuickBooks: • Invoice #1047 — Meridian Design Group • Amount: $4,500 (Brand Strategy Consulting — March) • Terms: Net 30 • Due date: April 22 • Sent to: ap@meridiandesign.com Want me to set a reminder if it's not paid by the due date?

How to connect QuickBooks to Carly

Sign up for Carly

Create your free account in under 2 minutes. No credit card required.

Connect QuickBooks

Authorize the QuickBooks integration from your Carly dashboard. One click, and you're connected.

Start giving instructions

Email or text Carly with what you need done in QuickBooks. She handles the rest.

Automate QuickBooks in 2 minutes

No complex setup. No code. Just tell Carly what you need.

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Frequently asked questions

How does Carly connect to QuickBooks?

Go to your Carly dashboard, click Connect next to QuickBooks, and sign in with your Intuit account. That's it — Carly can then create invoices, check balances, log expenses, and pull financial reports.

Can Carly create invoices in QuickBooks?

Yes. Email Carly with the client, amount, and line items and she'll create and send the invoice through QuickBooks. She can also set payment terms and follow up on unpaid invoices.

Is my QuickBooks data secure with Carly?

Carly uses encrypted connections and OAuth authentication to access QuickBooks. She never stores your financial data outside of the secure connection to your QuickBooks account.

Does Carly work with QuickBooks Online and Desktop?

Carly connects to QuickBooks Online. If you're using QuickBooks Desktop, you'd need to migrate to QuickBooks Online to use the integration.

Can Carly categorize expenses automatically?

Yes. When you send Carly an expense, she'll match it to the appropriate category in your QuickBooks chart of accounts based on the vendor and description. You can also specify the category yourself.

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