QuickBooks + Microsoft Teams
QuickBooks answers inside Microsoft Teams
A question in a department channel usually means waiting on finance. Mention Kipper and the answer lands in the thread.
Kipper connects to your QuickBooks company file and answers from inside Microsoft Teams, in the channels your departments already use. It 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. It can break a total down by Class. Either edition of QuickBooks can sit behind it, Online or Desktop.
Which invoices for Cedar & Co are more than 30 days past due?
2 invoices for Cedar & Co, 30+ days
Send me the PDF for invoice 3319
Download link for the QuickBooks PDF, in this chat.
Kipper puts QuickBooks answers inside Microsoft Teams. Neither Intuit nor Microsoft publishes a native QuickBooks app for Teams, so Kipper connects the two directly: a Microsoft 365 administrator approves it once, Kipper installs it into your tenant, and from then on anyone you have approved can mention Kipper in a channel or message it privately. The QuickBooks connection is read-only, each answer is scoped to the permissions of the person who asked, and every question is written to an audit log.
Answers arrive in the channel that asked, in a few seconds
No QuickBooks seat for anyone who only needs to look
Scoped to the person asking, not to the channel
Read-only, so nothing in QuickBooks can be changed
Two different jobs
There is no native QuickBooks app for Microsoft Teams, so everything goes through a third party
Neither Intuit nor Microsoft publishes one, which is why every result for this search belongs to somebody else. The options split into two groups. One wires a chosen event to a message, so what the channel learns was fixed when the flow was built. The other lets somebody type a question nobody anticipated. Plenty of tenants run one of each.
Flow automation
Power Automate, Zapier, Make
- A QuickBooks event posts a card into a channel
- Somebody builds the flow and maintains it
- Good for: invoice raised, payment received
- There is nothing to ask it
Kipper
A question, not a workflow
- Somebody types a question, Kipper answers it
- Nothing appears in a channel unless asked for
- Good for: what is past due, what is due Friday, what do we owe
- Each answer is scoped to whoever asked
What your team can ask
What a Teams channel can ask QuickBooks
Department-shaped questions, answered in the channel that asked them.
"Which invoices for Cedar & Co are more than 30 days past due?"
Account team, in the client channel
"What bills are due before Friday?"
Department manager planning payments
"Does Larkspur Interiors have anything unpaid?"
Customer success, before a renewal call
"What did we invoice for Class North last month?"
Regional manager in their own channel
"How many units of SKU 2208 are on hand?"
Store supervisor in the operations channel
"Which purchase orders for Halden Freight are still open?"
Procurement, in the supply channel
"Are there credit memos on the Cedar & Co account?"
Billing dispute in the support channel
"What is our total open AR right now?"
Executive assistant before a leadership meeting
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 a Teams channel
Client account team
Check what a client still owes from inside that client's own channel, before a review call.
Department manager
See which bills land before Friday without opening QuickBooks or messaging finance.
Customer success manager
Find out whether a renewing account has anything outstanding before the conversation starts.
Project lead
Pull invoiced totals for their own Class, in the project channel, without waiting on a report.
Store supervisor
Check stock on a SKU and the purchase orders raised against it from the operations channel.
Executive assistant
Get a single open AR or AP figure before a leadership meeting, in the time it takes to type it.
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 get Kipper into your Microsoft Teams
Teams is stricter than Slack about what can be installed, so there is an approval step and Kipper handles the deployment for you.
Connect QuickBooks
In the Kipper portal, open Data Sources. Online goes through Intuit's approval screen; Desktop goes through the Web Connector already bundled with it. Neither route can write back.
Get Microsoft 365 consent
Start the Teams connector in the portal. If you are not an administrator yourself, Kipper gives you a single-use link to send to yours. It is valid for seven days.
Kipper installs the app in your tenant
Once consent is granted, email support@kipper.com and Kipper loads the app into your tenant for you. There is no Teams marketplace listing yet, so this step is ours rather than your IT team's.
Add your people, then ask
Invite people in the portal with the same email address they use in Teams, and give each one a permission set. Then mention Kipper in a channel, or open it from the Teams Apps tray.
We'll do the setup with you.
A 30-minute session: connect QuickBooks, add Microsoft Teams, 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 cannot be switched.
Appear in the Teams app store. Kipper installs it into your tenant for you instead.
Connect one Microsoft 365 tenant to more than one Kipper workspace at a time.
Post into a channel by itself. It replies only when somebody asks.
Read individual bank feed transactions or reconciliation status.
Close the books, reconcile, or build a budget.
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 + 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 Microsoft Teams
Whether a native app exists, what your M365 admin has to approve, and how people ask.
Put the answers in the channel, keep QuickBooks in finance
Read-only, scoped per person, and every question logged.
Prefer to try it yourself? Start a free trial.