Integrations / Accounting
Ask QuickBooks who owes you, and run your books from WhatsApp
You're between jobs and you've no idea who still owes you. Finding out means opening QuickBooks on the laptop and running aged receivables, so it waits until tonight, along with the supplier bill in your pocket and the estimate a customer asked for. With Flann, you ask on WhatsApp by text or voice note, and the answer comes straight back. Need a bill entered or an estimate raised? Flann prepares it.
113 actions in QuickBooks. 75 only look things up, and 38 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in QuickBooks
You do not need the exact wording. These are the kinds of messages Flann turns into QuickBooks actions.
“Look up bills in QuickBooks.”
“Look up invoices in QuickBooks.”
“Show me my reports in QuickBooks.”
“Create a bill in QuickBooks.”
“Create an item in QuickBooks.”
“Create a payment in QuickBooks.”
For QuickBooks owners who run the day from WhatsApp
Flann is for the owner who keeps their own books in QuickBooks and would rather ask a question or raise an invoice from WhatsApp than wait until they're back at the laptop.
Think about the gaps in your day. You've finished a job and the customer asks what's left on their account. You're on the way home and want to know whether this month made money. A supplier hands you a bill at the door. Each time, the figure lives in QuickBooks and you're nowhere near the laptop. Flann sits in WhatsApp, the app you already have open, so you ask there and get the answer while the question is still fresh.
Flann puts your books in the chat you use for everything else, so there's no separate app to open and no menu to find your way through. Type the question or send a voice note. Flann transcribes the voice note and replies in text; it doesn't phone anyone or speak for you. What it does is read your QuickBooks and prepare the entries you ask for, from a supplier bill to a new customer record.
What keeps your QuickBooks work stuck at the desk
Every answer and every entry needs a login. Aged receivables, supplier bills and new estimates wait for a quiet hour at the laptop, and the WhatsApp tools on offer ask you to build flows first.
Chasing money starts with knowing who owes it, and in QuickBooks that means opening the aged receivables report. Between jobs that rarely happens, so overdue invoices sit for another week. Supplier bills go the same way. A customer asks for an estimate on the spot. You promise it tonight, and tonight gets busy.
Small questions suffer most. This month's profit, or where your cash stands, needs a login and a report, so you stop asking. The WhatsApp options you find online don't fix that. They are automation builders: you design the triggers and flows yourself, then keep them running when something breaks. That's a second job on top of the books you already keep, and it still leaves the figure you wanted sitting in QuickBooks.
How Flann works with your QuickBooks
Sign in to QuickBooks once and ask Flann on WhatsApp.
Connecting is a one-click sign-in to your QuickBooks account. There's no API key to copy and no flow to design, and QuickBooks is included in every Flann plan. From then on you just ask. "Who still owes me?" runs Aged Receivables. "What did we make this month?" runs Profit and Loss. Cash Flow, Balance Sheet, Aged Payables and the General Ledger work the same way. Look-ups come back straight away and change nothing in QuickBooks.
There are 113 actions in all: 75 look-ups and 38 changes, across invoices, bills, bill payments, customers, items, accounts, bank accounts and employees. The changes cover the entries you make most, from new invoices, Create Estimate and Create Bill to Create Payment, Create Deposit, Create Sales Receipt, Create Purchase Order and Create Journal Entry. Tell Flann the supplier and the amount owed, and it drafts the bill.
- Ask who still owes you, from Aged Receivables
- Check this month's profit and loss on the way home
- Raise an estimate while the customer is still with you
- Enter a supplier bill and record its bill payment
- Record a deposit or a sales receipt
- Add a new customer or item
What Flann can work with in QuickBooks
QuickBooks gives Flann 113 actions across 50 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Invoices | createlook upsearch | 4 |
| Bank accounts | createdeletelook up | 3 |
| Bills | createlook upsearch | 3 |
| Items | createdeletelook up | 3 |
| Accounts | createlook up | 2 |
| Bill payments | createlook up | 2 |
| Customers | createlook up | 2 |
| Employees | createlook up | 2 |
How the same invoice job compares, in QuickBooks directly and through Flann.
| Compare | Opening QuickBooksLog in, find it, do it | QuickBooks through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about invoices | By hand, screen by screen | 75 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 38 changes, made from a message |
| QuickBooks records | All of them, one screen at a time | 50 kinds, from one chat |
| Set-up | Nothing new to set up | One sign-in to QuickBooks |
YesPartlyNo
Step by step: QuickBooks jobs you can hand to Flann
How a request turns into real QuickBooks actions, one step at a time.
Create an invoice from a voice note
- You message Flann on WhatsApp: “Create an invoice in QuickBooks with these details.”
- Flann runs
List Invoicesin QuickBooks and shows you what it found. - Flann runs
Create Invoicein QuickBooks. - Flann creates it in QuickBooks and confirms in the chat.
Get answers about your customers
- You message Flann on WhatsApp: “What is the latest on our customers in QuickBooks?”
- Flann runs
Read Customerin QuickBooks and shows you what it found. - Nothing in QuickBooks is changed: these are look-ups, so they run straight away.
Add a payment while you are on the move
- You message Flann on WhatsApp: “Add a payment to QuickBooks: here are the details.”
- Flann runs
Get Paymentin QuickBooks and shows you what it found. - Flann runs
Create Paymentin QuickBooks. - Flann creates it in QuickBooks and confirms in the chat.
Where Flann saves you time in QuickBooks
Small jobs, repeated often, are where the time goes. Here is how they change once QuickBooks is connected.
Invoice the job on the way out
Today
You finish a job, head to the next one and promise yourself the invoice will go out tonight. Often it does not.
With Flann
“Invoice Hassan for the kitchen fit, materials plus labour, usual terms.”
Within QuickBooks, Flann finds Hassan, builds the invoice from the lines you described and applies your standard payment terms. It stays a draft for now.
What you stop doing: Unbilled work stops living in your head.
A Monday look at the money
Today
On Monday mornings you want to know where the money stands, but the answer is spread across several screens in QuickBooks. So you guess, and plan the week on a hunch.
With Flann
“How do we stand this week? Cash in, cash out and anything overdue.”
Reading QuickBooks, Flann gives you a short picture of the week ahead: what is due in, what is due out and which invoices have just tipped into overdue. Nothing is changed.
What you stop doing: Planning the week no longer starts with guesswork.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to QuickBooks
- In Flann, go to Connectors and find QuickBooks.
- Sign in to your QuickBooks account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in QuickBooks whenever a request needs it.
Of the 113 QuickBooks actions, 75 only read. The other 38 create, update, send or delete. Disconnect QuickBooks in Connectors whenever you like.
Ways to use QuickBooks with Flann
Log it while it is fresh
Send Flann a voice note about a payment or an expense. It prepares the entry in QuickBooks and shows it to you before saving.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from QuickBooks, before you answer.
Find the slow payers
Ask which customers pay late. Flann reads the history in QuickBooks and gives you the short list, so you decide who gets a nudge.
Everything Flann can do in QuickBooks
Every QuickBooks action Flann can run, split into what it reads and what it changes.
Looks up 75
- Aged Receivables Report
- Get Balance Sheet Report
- Get Changed Entities
- Get Company Info
- Get General Ledger Report
- Get Profit and Loss Detail Report
- Get Profit and Loss Report
- Get Report - Account List
- Get Report - Aged Payables
- Get Report - Cash Flow
- Get Report - Customer Income
- Get Report - Customer Sales
- Get Report - Trial Balance
- Get Reports
- Get Transaction List Report
- List Departments
- Query Bills
- Query Customer Entities
- Query Estimate Entities
- Query Invoices
- Query Item Entities
- Query Payment Entities
- Query QuickBooks Entities
- Query Vendor Entities
- Customer Balance Detail
- Customer Balance Report
- Get Attachable
- Get Bank Account
- Get Bill
- Get Bill Payment
and 45 more
Changes 38
- Create Bill
- Create Bill Payment
- Create Deposit
- Create Estimate
- Create Item
- Create Journal Entry
- Create Payment
- Create Purchase Order
- Create Sales Receipt
- Capture Charge
- Create Account
- Create Bank Account
- Create Class
- Create Credit Memo
- Create Customer
- Create eCheck Payment
- Create Employee
- Create Invoice
- Create Purchase
- Create Refund Receipt
- Create Tax Agency
- Create Tax Code via TaxService
- Create Time Activity
- Create Vendor
- Create Vendor Credit
- Delete Bank Account
- Delete Item
- Execute Batch Operation
- Send Credit Memo
- Update Attachable
and 8 more
More Accounting apps Flann works with
Common questions
Can I connect QuickBooks to WhatsApp?
Yes. You connect QuickBooks to Flann with a one-click sign-in, then ask about your books or request changes from WhatsApp, by text or voice note. There are no triggers or flows to build first.
Do I need an API key to connect QuickBooks?
No. You connect with a one-click sign-in to your QuickBooks account. There's no API key to find, no developer settings to change and no automation flow to build before you can ask your first question.
Which QuickBooks reports can Flann pull?
Profit and loss, profit and loss detail, balance sheet, cash flow, aged receivables, aged payables, general ledger, trial balance, transaction list, customer income and customer sales, among others. Look-ups run straight away and change nothing in QuickBooks.
Does the QuickBooks integration cost extra?
No. QuickBooks is included in every Flann plan, so connecting it adds nothing to what you already pay. The look-ups and the changes all come with the connection.
What can Flann do with invoices in QuickBooks?
Flann can create, look up and search invoices in QuickBooks, using 4 actions (Create Invoice, List Invoices, Query Invoices, Read Invoice). Looking up runs straight away and changes nothing. The other actions create or change invoices in QuickBooks.
What can Flann do with bank accounts in QuickBooks?
Flann can create, delete and look up bank accounts in QuickBooks, using 3 actions (Create Bank Account, Delete Bank Account, Get Bank Account). Looking up runs straight away and changes nothing. The other actions create or change bank accounts in QuickBooks.
How does Flann connect to QuickBooks?
Open Connectors in Flann, choose QuickBooks and sign in to your QuickBooks account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 113 actions in QuickBooks.
Do I need to open QuickBooks to use it with Flann?
No. Once QuickBooks is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in QuickBooks.
Which Flann plan do I need for QuickBooks?
Any of them. Every Flann plan includes QuickBooks and every other app.