QuickBooks + Slack
Ask QuickBooks questions in Slack
Right now somebody opens QuickBooks to answer that, and two people lose their thread. Ask in the channel and nobody has to.
It reads customers, invoices, payments, vendors, bills, bill payments, purchase orders, inventory, credit memos and vendor credits, and groups totals by Class when you ask for a breakdown. QuickBooks Online and QuickBooks Desktop both connect.
Has invoice 1042 for Bright Harbor been paid?
Invoice 1042 for Bright Harbor
Send me the PDF for invoice 1042
Download link for the QuickBooks PDF, in this thread.
Kipper connects QuickBooks Online or QuickBooks Desktop to Slack and answers questions about your books in plain English. It works the opposite way to an alert integration: nothing is pushed into your channels, someone asks and Kipper answers. A QuickBooks admin authorizes it once, and after that nobody asking needs a QuickBooks login. Access is read-only, each answer respects the asker's own permissions, and every request is logged.
No QuickBooks login for the people asking
Read-only by design, so Kipper cannot change your books
Every answer respects the asker's own permissions
Changes in QuickBooks reach Slack within seconds
Two different things
A QuickBooks Slack integration that answers questions, not one that posts alerts
Zapier, Make, IFTTT and the rest wire a trigger to an action: a new invoice appears, a message lands in a channel. Somebody settles in advance what the channel will be told, and that decision is the whole list of things anyone can ever learn from it. Kipper runs the other way. The person decides in the moment what they want to know. Both are useful, and plenty of teams run both.
Alert automation
Zapier, Make, IFTTT, n8n
- A QuickBooks event fires a message into a channel
- You decide in advance what gets posted
- Good for: invoice created, payment received
- Nobody can ask it a question
Kipper
Read-only, asked not pushed
- A person asks, Kipper answers from QuickBooks
- Nothing is posted unless somebody asks for it
- Good for: is this paid, what do we owe, what is outstanding
- Every answer respects that person's permissions
What your team can ask
What your team can ask QuickBooks from Slack
Plain-English questions about invoices, bills, payments and customers, answered in the channel where they were asked.
"Has invoice 1042 for Bright Harbor been paid?"
Account manager following up in Slack
"Unpaid bills for Summit Janitorial this month?"
Office coordinator checking AP
"What is Bright Harbor's open balance?"
Sales representative, mid-call
"Which invoices are more than 30 days overdue?"
Collections, working the AR aging
"Total invoiced for Class East last quarter?"
Regional lead checking their own numbers
"How much have we paid Summit Janitorial this year?"
Ops lead reviewing a vendor
"What is on hand for SKU 4410?"
Warehouse supervisor on the floor
"Any open purchase orders for Northwind Supply?"
Procurement checking before reordering
See it answer a QuickBooks question for real.
The public demo runs in your browser on a sample data set. No signup, and it never touches your own account.
Who it's for
Who asks QuickBooks from Slack
Account manager
Check in Slack whether invoice 1042 for Bright Harbor is paid before following up with the customer.
Sales representative
Confirm a customer's open invoice balance mid-call without leaving Slack.
Office coordinator
Look up unpaid bills for a vendor this month instead of asking finance to run a report.
Ops lead
See what has been paid to a vendor this quarter, listed as individual bill payments.
Support escalations lead
Before escalating an account in Slack, check whether it has an invoice past due and how long it has been outstanding.
Retail operations
Check inventory on an item and which purchase orders for it have already been billed, without opening QuickBooks on the floor.
Pricing
$5 a month for each extra person who asks
QuickBooks plans start at $200 a month with 10 active users included, then $5 for each additional active user. Billing follows the people who actually ask a question that month, so a quiet month costs less.
- 2,000 questions a month included
- Free 14-day trial with 100 questions
- No credit card required to start
- Month to month, no long-term commitment
How it works
How to connect QuickBooks to Slack
Four steps, all of them in the Kipper portal and your Slack workspace. No developer, no QuickBooks API keys, no automation tool in between.
Connect QuickBooks
In the Kipper portal, open Data Sources and choose your edition. QuickBooks Online is an Intuit approval screen. QuickBooks Desktop takes about five minutes through the Web Connector that ships with it.
Add Slack as an interface
Still in the portal, open Interfaces, click Add interface and choose Slack for QuickBooks. A Slack workspace admin authorizes it once.
Add your team and set what each person sees
Invite people in the portal and give each one a permission set. Their Kipper email has to match their Slack email, which is how Kipper knows who is asking.
Ask in Slack
Message Kipper directly with no mention needed, or type @Kipper in a channel. Replies land in the thread, and asking again in that thread keeps the context.
We'll do the setup with you.
A 30-minute session: connect QuickBooks, add Slack, and set who can see what. Free, no commitment.
Straight answer
What Kipper will not do
Worth knowing before you book a call, so nothing here is a surprise later.
Write anything back to QuickBooks. The connection is read-only and there is no setting that changes it.
Post alerts or scheduled updates into a channel on its own.
Read individual bank feed transactions or reconciliation status.
Run cash planning, runway or burn calculations.
Close the books, reconcile, or run budget versus actual.
Return more than one invoice PDF at a time.
How Kipper handles access
Read-only. Permissioned. Logged.
- Kipper never creates, updates, or deletes QuickBooks records.
- You choose what each user or team can see.
- Every question is written to an audit log.
- Pricing is the same on every interface. See plans.
Also for QuickBooks
Other ways to ask QuickBooks through Kipper
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QuickBooks + Microsoft Teams
QuickBooks answers in Microsoft 365 department channels
+ 
QuickBooks + ChatGPT
Live QuickBooks records in a ChatGPT thread via MCP
+ 
QuickBooks + Claude
QuickBooks lookups inside a Claude project
+ 
QuickBooks + Google Gemini
QuickBooks facts in Gemini via MCP
+ 
QuickBooks + SMS
Text a question and get QuickBooks numbers back on any phone
FAQ
QuickBooks in Slack, answered
Setup, permissions, data freshness, and how this differs from an alert integration.
Ask QuickBooks from the channel you already have open
Read-only access, permissions set per person, and answers in seconds.
Prefer to try it yourself? Start a free trial.