Accounting & Invoicing

QuickBooks Online + Ironback.ai — AI Automation Inside Your Existing Software

The most widely used small business accounting platform. Handles invoicing, expense tracking, payroll, and financial reporting. Used by virtually every service business we work with.

Connect QuickBooks Online Visit QuickBooks Online

What Gets Automated in QuickBooks Online

These workflows run automatically once we connect to your QuickBooks Online account — no human touches required.

Trigger
What Happens
Result
Digital job form completed
Invoice created in QuickBooks with line items from field data
Invoice sent to customer same-day — no manual entry
Payment received
QuickBooks payment recorded, cash flow dashboard updated
Real-time financial visibility without bookkeeper delay
Monthly intelligence briefing
Revenue and expense data pulled for trend analysis
Owner sees financial health alongside operational metrics

How We Connect to QuickBooks Online

We handle all technical setup. You provide access; we do everything else.

1

Authorize QuickBooks connection

2

Map chart of accounts and item categories

3

Configure invoice templates for your trade

4

Enable automated payment reminders

Requirements

  • Minimum plan: Simple Start
  • API access: REST API with OAuth 2.0
  • Active Ironback.ai retainer

Industries Using This

Fire Sprinkler CompaniesFire Suppression & Hood Cleaning CompaniesCompressed Air Service CompaniesCommercial Boiler Service CompaniesStandby Generator Service CompaniesMobile Hydraulic Repair CompaniesEmergency Tree & Crane Service CompaniesCommercial Garage Door & Dock Repair CompaniesBiohazard & Crime Scene Cleanup CompaniesMobile Heavy Equipment Repair CompaniesMobile Equine Veterinary PracticesLuxury Hardscaping & Pool CompaniesMarine Diesel & Yacht Repair CompaniesAviation AOG Mobile Repair CompaniesCommercial Aquatics & Pool Service Companies

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Ready to automate inside QuickBooks Online?

Book a free 30-minute call and we'll show you which automations apply to your QuickBooks Online setup — and what the ROI looks like before you commit.

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