Finance & Accounting
QuickBooks
Accounting & finance. Connect Adapt to QuickBooks for invoices, expenses, and financial data via API.
Use cases
Adapt connects to QuickBooks so you can ask questions about invoices, expenses, and financials. Add your API credentials in Settings > Integrations and Adapt can query QuickBooks on your behalf.
Query invoices, bills, and expenses
Track revenue and outstanding balances
Summarize financial performance
Reference accounting data in conversations
Configuring QuickBooks
- 1
In the Intuit developer portal, create an app and generate OAuth credentials
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your QuickBooks credentials
- 4
Start a new chat and ask Adapt about your finances
