1. Add Lindy to Slack
One click from the Slack marketplace. The whole team gets Lindy at once.
Use QuickBooks with Lindy.
Connect QuickBooks and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.
Actions
Everything Lindy can do in QuickBooks
Explore all the actions Lindy can perform in QuickBooks. Just describe what you need in plain language, and Lindy handles the rest.
actions34 actions
Create Ap Aging Detail Report
Generate an accounts payable aging detail report with custom filters and columns.
Create Bill
Create a new bill with vendor and line item details in QuickBooks.
Create Customer
Create a new customer record in QuickBooks with basic contact information.
Create estimate
Creates an estimate.
Create invoice
Creates an invoice.
Create Payment
Create a payment record for a customer in QuickBooks.
Create Profit And Loss Detail Report
Generate a detailed profit and loss report with customizable filters and columns in QuickBooks.
Create Purchase
Create a purchase transaction with cash, check, or credit card payment methods.
Create purchase order
Create a purchase order in QuickBooks.
Create Sales Receipt
Create and record a sales receipt in QuickBooks.
Delete Purchase
Delete a purchase record from QuickBooks.
Get Bill
Retrieve detailed information about a specific bill from QuickBooks.
Get Customer
Retrieve details for a specific QuickBooks customer based on their customer ID.
Get Invoice
Retrieve detailed information about a specific invoice from QuickBooks.
Get My Company
Retrieve basic information about your QuickBooks company.
Get Payment
Retrieve detailed information for a specific payment from QuickBooks.
Get Purchase
Retrieve detailed information about a specific purchase transaction from QuickBooks.
Get Purchase Order
Retrieve details of a specific purchase order from QuickBooks.
Get Sales Receipt
Retrieve details of a specific sales receipt from QuickBooks.
Get Time Activity
Retrieve details of a specific time activity record from QuickBooks.
Search Accounts
Search and filter QuickBooks accounts based on specified criteria.
Search Customers
Search and filter QuickBooks customer records based on specified criteria.
Search Invoices
Search and retrieve QuickBooks invoices based on specified criteria and filters.
Search Invoices
Search and retrieve QuickBooks invoices based on specified criteria and filters.
Search Items
Search and filter QuickBooks items using custom query parameters.
Search Products
Search and filter QuickBooks products based on specified criteria.
Search Purchases
Search and retrieve purchase records from QuickBooks with optional filtering and sorting.
Search Query
Execute custom search queries to retrieve data from QuickBooks Online.
Search Services
Search and filter QuickBooks services based on specified criteria.
Search Time Activities
Search and retrieve time activity records from QuickBooks using specified filters and criteria.
Search Vendors
Search and filter QuickBooks vendors based on specified criteria.
Sparse Update Invoice
Update specific details of an existing QuickBooks invoice.
Update Customer
Update QuickBooks customer information and details like contact info and addresses.
Update Item
Update details and properties of an existing QuickBooks item.
People use Lindy at some pretty cool places.
Easy as one, two, three
How it works
2. Connect your tools
Lindy works with 1,500+ apps and any MCP server.
3. Put Lindy to work
@mention Lindy in any channel and it starts working. Minutes, not a weekend.
Frequently asked questions
What is Lindy?
Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.
How do I connect QuickBooks to Lindy?
Sign up to Lindy, ask Lindy to connect to QuickBooks, and approve the connection when prompted. From then on you can ask Lindy to do things in QuickBooks whenever you need.
Do I need to build workflows or write code?
No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.
Can Lindy handle QuickBooks tasks automatically?
Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
What can Lindy do with QuickBooks
Read and act on data in QuickBooks, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.
Does Lindy work with my other tools too?
Yes. Lindy connects to 1,500+ apps and any MCP server, so you can ask for tasks that span QuickBooks and the rest of your stack in a single request.
