See it work: a routine built on your QuickBooks invoices
Chase overdue invoices with drafted collection emails
Set it up once. Nothing reaches a client without you.
Open Integrations in Town
Go to Integrations in your Town workspace (free to create) and find QuickBooks.
Authorize the connection
Sign in to QuickBooks when prompted. Town connects to your QuickBooks Online account, and anything it creates or sends waits for your approval. Nothing to install or configure.
Put your books to work
Done — overdue invoices chased, the cash update drafted, and any invoice question answered on demand.
Routines that use QuickBooks
Ready-made routines from the Town library, built on QuickBooks. Install one and tailor it to how you work.
Just ask your Townie
QuickBooks keeps the books. Town chases the money, drafts the updates, and answers the questions, without you logging in.
“Invoice Acme for June — 20 hours at the usual rate.”
Drafted in QuickBooks, held for your approval.
“What did we bill Northstar this year?”
The total, pulled straight from your invoices and payments.
“Set up Meridian as a customer and invoice their deposit.”
Created in QuickBooks after your approval.
QuickBooks integration FAQ
Town's QuickBooks integration is a secure connection to your QuickBooks Online account. Your Townie can search and read your invoices, customers, payments, bills, vendors, and accounts, and can draft new invoices, payments, and customers — every write waits for your approval. You authorize it from Town's Integrations page by signing in to QuickBooks; no API keys or setup.
Town only reads QuickBooks data when you (or a routine you configured) ask for it, and access is scoped to your account. Anything Town creates or sends — an invoice, a collection email — waits for your approval first. Read more about how Town approaches security.
No. Reading happens on demand, and creating anything — an invoice, a recorded payment, a new customer — pauses for your explicit approval before it touches QuickBooks. Categorizing, reconciling, and reporting stay in QuickBooks itself.
Your invoices, customers, payments, bills, vendors, items, and accounts. Under the hood these are Town's QuickBooks tools: search invoices, customers, vendors, items, and accounts; get invoice, payment, and bill details; and create or send invoices, record payments, and add customers — with the write tools always held for your approval.
You need a QuickBooks Online account and a Town account — free to start. The connection works with QuickBooks Online (not QuickBooks Desktop) and on every Town plan.
QuickBooks is your accounting system — invoices, expenses, and the ledger. Town is an AI assistant that acts on it: the overdue invoice gets chased, the cash update gets drafted, and the client question gets answered, across your inbox and calendar.
What is QuickBooks?
QuickBooks is the accounting software most small businesses run on — invoices out, bills in, payments tracked, and the reports that tell you whether the month worked. QuickBooks Online is the cloud version Town connects to.
QuickBooks keeps the books; Town puts them to work. Connected, your invoices, payments, and bills become context your assistant can act on — chased, summarized, and answered across your inbox and calendar.
