QuickBooks + Microsoft Teams

Ask Microsoft Teams About Your QuickBooks Data

Bring QuickBooks into your Microsoft Teams workflow. Get answers about invoices, bills, and payments without switching apps.

Teams is where your business collaborates — invoice and bill status shouldn't be locked away in QuickBooks. Kipper brings instant, permissioned access to your QuickBooks data directly into Teams. Ask questions in channels and chats, get answers in seconds, and keep the conversation moving without breaking context.

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T Finance Ops
Kipper
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AP
Amy P. 11:20 AM

What's our total AP balance this week?

Kipper
Kipper APP 11:20 AM

Total AP this week: $142,380 across 23 bills

Northwind Traders $48,200 Dec 15
Alpine Supply Co $31,750 Dec 18
Contoso Ltd $22,400 Dec 20
+ 20 more · Due this week $142,380
MK
Mark K. 11:22 AM

Did Contoso Ltd pay their last invoice?

Kipper
Kipper APP 11:22 AM

Yes — Contoso Ltd paid invoice #INV-2024-0891 on Dec 3, 2024.

Amount
$18,750.00
Status
✓ Paid
Due date
Dec 5, 2024
Source
QuickBooks

Ask questions in plain English — get answers in ~5 seconds

Strictly read-only — impossible to modify your accounting data

Granular permissions control what users can see

Every conversation logged for full audit trail

What your team can ask

Real questions, answered in seconds.

Plain-English questions, answered from your QuickBooks data — right inside Microsoft Teams.

"What invoices are overdue by more than 30 days?"

AR specialist prioritizing follow-ups

"Show me all bills due this week"

AP coordinator planning payment runs

"What's our total AR and AP balance right now?"

Owner getting a quick read on the business without opening QuickBooks

Who it's for

Who uses QuickBooks + Microsoft Teams?

Sales Rep

Check invoice status and payment terms mid-call without leaving Teams. Answer client questions instantly and close deals faster.

Finance Coordinator

Answer payment and invoice questions from teams in shared channels. Reduce Slack and email back-and-forth with instant, audited responses.

Department Manager

Check what's been billed to their team's class or vendor this month, without logging into QuickBooks.

AR Specialist

Pull a list of overdue invoices sorted by days-past-due in a dedicated channel, without context switching.

Project Manager

Check invoices and bills tagged to their project's class, without needing admin access to QuickBooks.

How it works

Live in minutes.

01

Connect QuickBooks

Link your QuickBooks account through our secure admin portal. Read-only access — we never modify your data.

02

Data is cached

Your full QuickBooks dataset is replicated into a secure cloud database for fast, reliable queries.

03

Set permissions

Choose what financial data is visible — full access, or just the areas that matter.

04

Connect Microsoft Teams

Connect Microsoft Teams to your QuickBooks data. Your team starts asking questions immediately.

Finance system

More about QuickBooks + Kipper

See all interfaces, data types, and example questions.

Interface

More about Microsoft Teams + Kipper

See all finance systems available through Microsoft Teams.

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FAQ

QuickBooks + Microsoft Teams FAQ

Common questions about using QuickBooks with Microsoft Teams through Kipper.

Kipper caches your QuickBooks data in a secure cloud database and keeps it updated via webhooks for near-instant updates. When you ask a question in Microsoft Teams, Kipper translates it into a SQL query, runs it against your cached data, and returns the answer — typically in under 5 seconds. This is as a Microsoft Teams app that responds in chats and channels.
No. Kipper is strictly read-only. It can never create, update, or delete any records in your QuickBooks account. All access is one-way: data flows from QuickBooks to Kipper for querying, but nothing can ever flow back.
You can ask about customers, invoices, payments, vendors, bills, bill payments, inventory, credit memos, and vendor credits — the day-to-day records QuickBooks tracks. Kipper doesn't produce profit & loss statements, balance sheets, or other GL-level reports; it answers direct questions against your real QuickBooks records.
Yes. All data is encrypted at rest and in transit. Access is controlled through granular permission sets — you decide exactly what financial data each user or team can see. Every query is logged for a complete audit trail. Kipper never shares your data with third parties.
Pricing is the same across every interface — see full plan details and FAQs on our pricing page.
You need QuickBooks admin credentials for the initial connection so Kipper can access your data. After setup, your team members don't need QuickBooks licenses or logins — they simply ask questions in Teams and get answers.
Kipper keeps your data fresh via webhooks for near-instant updates. This means when data changes in QuickBooks, the updates are typically available for querying within minutes.
Yes. Kipper uses data access configurations to control visibility. You can set up a base configuration for your whole account, and Enterprise customers can define multiple configurations so different teams see only the data relevant to them.

Give your whole company access to QuickBooks data.

Read-only. Permissioned. Logged. Set up in under an hour.

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