QuickBooks + SMS
Text QuickBooks a question from any phone
Ask whether an invoice is paid or what is owed to a vendor by sending a text. Answers come back from your live QuickBooks records in seconds — no QuickBooks login for the person asking, and nothing to install.
Kipper answers QuickBooks questions over plain SMS. An admin connects QuickBooks once, registers the phone numbers that should have access, and scopes what each one can ask about. The user then texts a question in plain English to your dedicated Kipper number and gets an answer from your QuickBooks records: customers, invoices, payments, line items, vendors, bills, bill payments, inventory, credit memos, vendor credits, and purchase orders. Webhooks keep new payments and invoice changes current, Class is the grouping field on a total, and access is read-only with every text logged.
Kipper
+1 (415) 555-0142
Today 2:47 PM
Has invoice 1042 for Bright Harbor been paid?
Invoice 1042 for Bright Harbor — paid Apr 3
Anything else open for them?
One open invoice: 1067, $2,150, due in 9 days.
Kipper lets anyone text a question about QuickBooks data and get a real answer in seconds. The person asking needs no QuickBooks login and no app — only a phone number an admin has registered. Access is read-only, permissions are enforced per number, and Kipper only ever replies to a text you send it.
Works on every phone — no app, no download, no login
Reaches people QuickBooks seat permissions cannot scope safely
Webhook updates bring new payments through quickly
Filter invoiced totals by Class
What your team can ask
What people text QuickBooks about
Invoice status, vendor bills, and item counts, asked from wherever the person actually is.
"Has invoice 1042 for Bright Harbor been paid?"
Sales rep checking during a customer visit
"Unpaid bills for vendor Summit Janitorial this month?"
Office coordinator away from the desk
"How many units of item SKU-140 do we have?"
Store manager on the sales floor
Who it's for
Who texts QuickBooks instead of asking finance
Field service technician
Text to check whether a customer's invoice is still open before starting the next job, without a QuickBooks login.
Sales representative
Confirm a customer's open invoice balance mid-visit by text, instead of calling the office to have someone look it up.
Delivery driver
Ask whether an invoice was already paid before handing over a copy at the door.
Office coordinator away from the desk
Text for unpaid bills for a vendor this month rather than getting back to a computer to open QuickBooks.
Owner or executive traveling
Text for total open AR by customer and get the number in seconds, faster than opening QuickBooks on a phone browser.
SaaS support lead
Before escalating an account, text to check whether it has an invoice past due and how long it has been outstanding.
Retail store manager
Text for inventory on a fast-moving item and which purchase orders for it have already been billed, from the sales floor.
How it works
How SMS gets connected to QuickBooks
Connect QuickBooks, scope each number, register the phones, and the team starts texting.
Connect QuickBooks
A QuickBooks admin authorizes Kipper. Access is read-only, so Kipper cannot edit invoices or bills.
Scope what each number can ask
Permission sets decide what a given phone number can see — AR for sales, inventory for the store, everything for the owner.
Register the phone numbers
An admin adds a number in the Kipper portal. The user gets a one-time confirmation text and replies to confirm. That is the entire onboarding.
Text a question
The user texts your dedicated Kipper number in plain English and the answer comes back in seconds, sourced from live QuickBooks data.
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
+ 
QuickBooks + Slack
Ask QuickBooks in a Slack channel without an extra QuickBooks login
+ 
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
FAQ
QuickBooks over SMS
Webhook freshness, permission scopes, lost phones, and what SMS cannot answer.
Put QuickBooks in everyone's text messages
Read-only access to QuickBooks, answered on the phone your team already carries.