QuickBooks + Slack
QuickBooks invoices in Slack, PDF included
Ask whether invoice 1042 is paid, or pull the QuickBooks PDF straight into the Slack thread. Bills and customer balances work the same way, and nobody asking needs a QuickBooks login.
Kipper is a Slack app sitting on a synced copy of your QuickBooks records: invoices, payments, bills, bill payments, customers, vendors, inventory, credit memos, and vendor credits, all kept fresh by webhooks. In Slack you can also request the invoice PDF itself. Class is the grouping field when you filter a total.
Has invoice 1042 for Bright Harbor been paid?
Invoice 1042 for Bright Harbor
Send me the QuickBooks PDF for invoice 1042
Invoice_1042.pdf attached in-thread, straight from QuickBooks.
Slack can answer invoice, bill, and payment questions from QuickBooks through Kipper, and it can drop the invoice PDF itself into the thread. Nobody asking needs a QuickBooks login, and every request is read-only and logged.
The QuickBooks invoice PDF itself, in the Slack thread
Invoice and bill lookups without a QuickBooks login
Webhook updates bring new payments through quickly
Filter invoiced totals by Class
What your team can ask
What Slack can pull from QuickBooks, PDFs included
Invoice status, unpaid vendor bills, and the invoice PDF, delivered in the channel.
"Has invoice 1042 for Bright Harbor been paid?"
Account manager following up in Slack
"Send me the QuickBooks PDF for invoice 1042"
Account manager sharing the file in-thread
"Unpaid bills for vendor Summit Janitorial this month?"
Office coordinator checking AP in Slack
Who it's for
Who asks QuickBooks from Slack
Account manager
Ask in Slack whether invoice 1042 for Bright Harbor is paid, then pull the PDF if a customer wants the file.
Office coordinator
Check unpaid bills for a vendor this month without opening QuickBooks.
Sales representative
Confirm a customer's open invoice balance mid-call from Slack.
Ops lead
See what has been paid to a vendor this quarter, listed as individual bill payments.
Team lead
Answer a teammate's vendor-payment question in Slack instead of routing it to whoever has the QuickBooks login.
SaaS escalations lead
Before escalating a ticket in Slack, check whether the account 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.
How it works
How Slack gets QuickBooks invoices and PDFs
Connect QuickBooks, enable webhooks, install the Slack app, then ask by invoice number.
Connect QuickBooks
A QuickBooks admin authorizes Kipper. Access is read-only, so Kipper cannot edit invoices or bills.
Webhooks keep it current
Invoice, payment, and bill changes in QuickBooks notify Kipper so Slack answers stay near-instant.
Decide who can see invoices and PDFs
Permission sets control which Slack users can query customers, bills, or download a PDF.
Add the Slack app
Install Kipper, then ask in a channel or DM, including requests like “send the PDF for invoice 1042.”
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
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FAQ
QuickBooks invoices and PDFs in Slack
Webhook freshness, Class filters, and how the PDF lands in Slack.
Get the invoice and the PDF in Slack
Read-only access to QuickBooks, with answers landing in the thread you already have open.