QuickBooks + SMS
Send a text, get a QuickBooks answer back
Not everybody is at a desk when the question comes up. A text reaches them, and so does the answer.
There is nothing to install and nothing to log into. If somebody can send a text, they can already use this. Kipper reads invoices, payments, bills, bill payments, purchase orders, inventory and the customer and vendor records behind them, plus supported financial reports and report lines: the Trial Balance, P&L, Balance Sheet and Cash Flow statement. Bank account balances come back too, from the Balance Sheet. It can break a total down by Class. Online or Desktop, either edition works.
Kipper
+1 (415) 555-0142
Today 2:47 PM
Did Fairmount Dental pay invoice 2210?
Invoice 2210 for Fairmount Dental
Anything else open for them?
One open invoice: 2247, $2,150, due in 9 days.
Kipper answers QuickBooks questions over ordinary text message. Each person adds their own mobile number to their Kipper profile and confirms it, then texts a question and gets an answer back in seconds. Nobody needs a QuickBooks login, an app or a smartphone. Kipper only ever replies to a message somebody sent it, the connection to QuickBooks is read-only, and every exchange is logged.
No QuickBooks login, no app, and no smartphone required
Each person consents with their own number
Kipper never sends anything you did not ask for
Read-only, so the books cannot be touched
Two different things share a name
QuickBooks and SMS usually means texting invoices to customers. This is the other direction.
Almost everything written about QuickBooks and text messaging is about sending a document or a payment link out to the people who owe you money. Kipper does the opposite, and the two have nothing to do with each other.
Texting invoices out
QuickBooks Payments, Text Request, Podium
- You send a customer their invoice or a payment link
- The message goes to somebody outside your company
- Good for: getting paid faster
- It cannot tell your own staff anything
Kipper
Inbound only, from your own staff
- Your own people text a question about the books
- The message stays inside your company
- Good for: is this paid, what do we owe, what is in stock
- It never texts anyone first
What your team can ask
What people text QuickBooks about
Questions asked from a van, a warehouse aisle or a customer's kitchen, where opening a laptop is not an option.
"Did Fairmount Dental pay invoice 2210?"
Technician on a driveway
"What is still owed on the Redwood Park job?"
Site supervisor between visits
"Count on item BR-770?"
Warehouse picker in the aisle
"Anything unpaid for Halloway Motors?"
Driver before handing over a copy
"What do we owe Ridgeline Plumbing?"
Owner approving a payment run
"Any open POs for Fairmount Dental?"
Buyer on the road
"Total open AR right now?"
Owner between meetings
"Has the Redwood Park invoice gone out yet?"
Project lead on site
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 texts instead of asking the office
Field service technician
Standing on a driveway, check whether the customer still owes on the last job before starting this one.
Delivery driver
Ask whether an invoice was already settled before handing over a copy at the door.
Site supervisor
Check what has been billed against a purchase order without walking back to the site office.
Warehouse picker
Confirm the count on an item from the aisle, with both hands otherwise busy.
Owner between meetings
Get a single open AR figure in a taxi, without hunting for a browser login.
A firm's client
The business owner who will never learn a portal texts their own question instead of ringing the bookkeeper.
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 set up QuickBooks over text
One connection for the company, then each person opts themselves in. No handset setup, no app rollout, no IT ticket.
Connect QuickBooks
In the Kipper portal, open Data Sources and connect QuickBooks Online through Intuit, or QuickBooks Desktop through the Web Connector bundled with it. Read-only on both routes.
Add the person and decide what they can see
Invite them in the portal and give them a permission set. What they can ask over text is exactly what they could see anywhere else in Kipper, no more.
They add their own number
Each person saves their own mobile number on their Kipper profile and consents to messages. Nobody can register a colleague's phone on their behalf, which is what keeps the consent real.
They text a question
They save the Kipper number in their contacts and text it in plain English. Kipper matches the number to their profile, answers against their permissions, and replies in seconds.
We'll do the setup with you.
A 30-minute session: connect QuickBooks, add SMS, 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.
Text anybody first. Kipper only ever replies to a message you send it, with no alerts, reminders or scheduled updates.
Send invoices or payment links to your customers. That is a different kind of product entirely.
Answer a number that is not saved on a Kipper profile.
Work outside the United States and Canada.
See individual bank feed transactions or reconciliation status.
Write anything back to QuickBooks, under any circumstances.
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 text message
What it is not, who can use it, and where it works.
Reach the people a login was never going to reach
Read-only, scoped per person, answered on the phone they already carry.
Prefer to try it yourself? Start a free trial.