QuickBooks
QuickBooks is on the roadmap. Agents will read invoices, bills, expenses and profit-and-loss data, reconcile against Stripe or your bank feed, draft invoices and categorize transactions — approving, sending or paying anything stays with you.
What your agents can do with QuickBooks
- Read invoices, bills and expenses
- Reconcile against Stripe and bank feeds
- Draft invoices for your approval
- Summarize profit and cash position
How to connect QuickBooks to Velaris
- 1
Get early access
Join the waitlist — we open access in waves.
- 2
Request QuickBooks
Vote for the QuickBooks connector in the community.
- 3
Get notified
We'll ping you the moment QuickBooks goes live.
Popular ways to use it
QuickBooks + Velaris — common questions
Can an agent send a QuickBooks invoice to a client?
It drafts the invoice with the line items and the work behind them, then stops. Sending it — and anything that collects or moves money — is your action.
Can agents categorize my transactions?
Yes, and it is the strongest fit: an agent proposes categories with its reasoning and you accept or correct them in a batch, rather than clicking every line.
Will it support QuickBooks Online and Desktop?
QuickBooks Online first, since that is where the API Velaris connects through lives. Desktop is not in the initial scope.