QuickBooks + Microsoft Teams
Ask QuickBooks from Teams for invoices, bills, and PDFs
Department channels look up which invoices for Cedar & Co are past due, which bills are due before Friday, and can request the QuickBooks invoice PDF, all without anyone else needing a QuickBooks seat.
Kipper's Teams app queries your synced QuickBooks invoices, bills, payments, customers, vendors, inventory, and credits, refreshed by webhooks. Microsoft 365 users never leave Teams, and department-style grouping on invoices runs through the QuickBooks Class field. Invoice PDFs work in Teams the same way they do in Slack.
Which invoices for Cedar & Co are more than 30 days past due?
2 invoices for Cedar & Co, 30+ days
Get the QuickBooks PDF for invoice 3319
Invoice_3319.pdf attached for Cedar & Co, $6,110.
Microsoft Teams can answer overdue-invoice and bill-due questions from QuickBooks through Kipper, and it can deliver the invoice PDF itself. Everyone stays inside Microsoft 365, and access to QuickBooks is read-only.
Teams channels see past-due invoices through a permissioned QuickBooks connection
A straight list of bills due before Friday
The QuickBooks invoice PDF, posted in the Teams chat
Class filters for project channels
What your team can ask
What Teams channels can ask QuickBooks
Past-due invoices, bills due this week, and the QuickBooks PDF, requested from a department channel.
"Which invoices for Cedar & Co are more than 30 days past due?"
Sales rep in the department channel
"Show bills due before Friday"
Department manager planning payments
"Get the QuickBooks PDF for invoice 3319"
Office admin sending a file to a customer
Who it's for
Who looks up QuickBooks from Teams
Sales rep
Check which invoices for Cedar & Co are more than 30 days past due, in the sales Teams channel.
Department manager
Ask which bills are due before Friday without opening QuickBooks.
Project manager
Filter invoiced amounts by Class for a project channel, using the QuickBooks grouping field.
Office admin
Request the PDF for invoice 3319 when a customer emails the department shared inbox.
Owner
Get a single open AR or AP total faster than launching QuickBooks.
SaaS customer success manager
The renewal is up next month: find out in the account's Teams channel what the customer still owes before the conversation starts.
Retail store supervisor
Check inventory on a SKU and the open purchase orders raised for it, from the store's Teams channel.
How it works
How Teams gets QuickBooks bills and PDFs
Connect QuickBooks, accept webhooks, add the Teams app, ask in the channel.
Connect QuickBooks as admin
Authorize Kipper with read-only QuickBooks access from the admin portal.
Turn on webhook freshness
Invoice and bill changes flow through within minutes, so Teams answers stay current.
Map Teams channels to visibility
Sales can see customer invoices while ops sees vendor bills, and you decide the split.
Install the Teams app
Add Kipper in Microsoft Teams. Ask in a channel, including PDF requests.
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
Bills, overdue invoices, Class, and invoice PDFs in M365.
Keep QuickBooks in finance and put the answers in Teams
Invoices, bills, and PDFs, all read-only and all inside Microsoft 365.