Create a bill or receipt in QuickBooks
Well forwards the PDF to your @qbodocs.com address; QuickBooks creates a bill or receipt with vendor, date, and amount populated. QuickBooks picks the record type per document.
Action·Invoice
Integrations · AccountingConnect QuickBooks to Well
Forward extracted invoice and receipt PDFs to your QuickBooks @qbodocs.com inbox and QuickBooks creates a bill or receipt with vendor, date, and amount populated. Delivery is email-in; QuickBooks handles the accounting itself, and reading QuickBooks data back into Well is on the roadmap.
What flows between Well and QuickBooks
Well writes reconciled draft bill, vendor, attachment back to QuickBooks after they clear your review queue, with the source-record link preserved. Use QuickBooks as the destination for entries enriched across your other connected tools.
| From QuickBooks | In Well | Relation | |
|---|---|---|---|
| Journal entry | Transaction | Balances against | |
| Chart of accounts | Category | Maps to | |
| Vendor | Supplier | Resolves to | |
| Invoice | Receivable | Becomes |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- QuickBooks ⇄ Well
4 actions in QuickBooks.
Attach the source document to the QuickBooks record
The forwarded PDF is stored on the QuickBooks bill or receipt as the source.
Action·DocumentResolve the vendor from the bill
QuickBooks OCR resolves the vendor name from the document. You confirm or merge against an existing vendor on first sight.
Action·CompanyRoute the record to the For Review tab
The created bill or receipt lands in the QuickBooks For Review tab so your team confirms the expense account and bank match before posting. Well never writes the ledger entry itself.
Action·Transaction
What Well does with your QuickBooks connection
Connect
Connect QuickBooks over OAuth 2.0: you approve on QuickBooks's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings journal entry, chart of accounts, and vendor in from QuickBooks on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each QuickBooks entity into transaction, category, and supplier, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from QuickBooks lands as transaction, category, and supplier you can search, chart, and automate, and approved records flow back to QuickBooks once they clear your review queue.
Questions QuickBooks unlocks
Ask in plain language. Well answers from your connected QuickBooks connection, resolved against the rest of your stack.
Ask Well
Ask anything about your QuickBooks connection
Summarise this month
What needs attention?
Find unmatched records
Ask about your QuickBooks connection…
25 agent skills run on QuickBooks.
Each one answers a question from live QuickBooks data. The required ones return nothing until a source like it is connected.
Needs a source like QuickBooks
Prefill Form 1120
Get page 1 of your 1120 back as a PDF with your own book figures already in the boxes, and a list of every box left for your preparer.
Prefill Form 1099-NEC
Get one 1099-NEC per contractor back as a PDF with your own posted figures already in box 1, and the list of payees you cannot file for yet.
VAT radar
See the net VAT your posted ledger shows for a quarter and which invoices to fix first.
Answers better with QuickBooks
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they have been sitting on it.
Bills due
See what you owe and when, ordered by due date with a running total.
Rank clients by LTV
Find out what each customer is worth over its whole life, ranked from the most valuable down.
FX exposure
See how much of your cash and receivables sit outside your home currency.
Company profile
Everything you know about one company, in one view.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Recurring revenue
Know what you can count on earning each month, averaged over real months.
Close the books
Drive the month-end close from open to sent to your accounting tool.
Payables aging
See what you owe your suppliers, and how long each bill has been past due.
Board pack
The board numbers in one pass, each with its scope and its window stated.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Revenue by customer
See which customers your revenue came from in a period, ranked, with the part you could not place named.
Supplier spend register
See what you paid each supplier over a year, ranked, with the invoices that could not be placed counted beside the total.
Unposted and blocked
See what in a month has not reached the ledger, and which pile each item sits in.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Uses QuickBooks when it is there
Connects and checks QuickBooks
Connect QuickBooks in three steps
- 01
Add your QuickBooks @qbodocs.com inbox
Find your QuickBooks Online receipts-and-bills inbox address (it ends in @qbodocs.com) and set it as the QuickBooks delivery target in Well. The link is the inbox address; there is no OAuth consent to grant for the delivery path.
- Delivery@qbodocs.com (email-in)
- CreatesBill or receipt (QuickBooks picks)
- Read directionComing soon (roadmap)
- 02
Map your entities
With the address set, Well forwards each extracted invoice or receipt PDF to @qbodocs.com. QuickBooks reads the attachment and creates a bill or receipt with vendor, date, and amount filled in.
- Mappingpreconfigured by Well
- 03
Use the data
You review and categorise the record inside QuickBooks, which remains the system of record. Well keeps the same document linked to its vendor in your workspace, and inbound read of QuickBooks data is on the roadmap rather than live.
- First syncstarts as soon as connect completes
An email-in link carries no secret to rotate. Clearing the @qbodocs.com address in Well stops delivery; records already in QuickBooks are unaffected. QuickBooks developer docs.
How QuickBooks stays secure with Well
QuickBooks accepts documents at its @qbodocs.com inbox, so the only thing Well configures is that delivery address, not an OAuth credential. Well emails extracted PDFs and QuickBooks creates the bill or receipt from them; QuickBooks does the accounting on its own side, and Well, for now, reads nothing back, since the inbound direction is still coming soon. Delivery in, accounting handled by QuickBooks, read on the roadmap.
OAuth 2.0Encrypted at restGDPR compliant
Read the full privacy and security policyScopes Well requests
- granted
Read QuickBooks records
Endpoints the QuickBooks API token grants, scoped by your consent.
- granted
Resolve journal entry, chart of accounts, vendor, and invoice across your stack
Match identifiers in QuickBooks against the same entities your other connected tools expose, so each record carries cross-tool context.
- granted
Deliver documents to your QuickBooks inbox
Well forwards approved documents to your QuickBooks email-in address; QuickBooks drafts the record and you post it. No write credential to QuickBooks is requested.
- refused
Store QuickBooks passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
Disconnect any time from Well settings or QuickBooks’s admin panel.
Frequently asked questions about QuickBooks and Well
How does Well get a bill or receipt into QuickBooks?
Well forwards the extracted PDF to your QuickBooks @qbodocs.com email-in inbox. QuickBooks reads the attachment, decides whether it is a bill or a receipt, and creates the record with the vendor, date, and amount populated, keeping the source document attached. The type call is QuickBooks', not Well's; Well's part is delivering a clean, pre-extracted document.
Does Well book accounting entries into QuickBooks over an API?
No. Well delivers documents to the @qbodocs.com inbox so QuickBooks can create a bill or receipt; it has no API path that writes to the QuickBooks ledger. Booking accounting entries is not a shipped capability of this connector. If you need entries recorded, that happens inside QuickBooks after the document arrives, with QuickBooks as the system of record.
Can Well read my existing QuickBooks data back into the workspace?
Not today. The inbound read direction for QuickBooks is marked coming soon, so Well does not import your QuickBooks chart of accounts, invoices, or transactions yet. The live path is one-way delivery into the @qbodocs.com inbox. The page describes that live path and treats read as a roadmap item, not a current feature.
What does the @qbodocs.com record carry once QuickBooks builds it?
The bill or receipt QuickBooks creates from Well's email arrives with the vendor, date, and amount QuickBooks read off the PDF, plus the source document attached for audit. Because Well extracted the fields before forwarding, the record is review-ready rather than a stub. You confirm or categorise it inside QuickBooks.
Does QuickBooks handle the currency on a foreign receipt?
QuickBooks tracks the currency on the bill or receipt it creates, and the amount Well extracts carries its currency, so a USD receipt against a EUR base is not collapsed into a single figure. The conversion lives on the QuickBooks record where you reconcile it; Well preserves the original-currency amount on the document it forwarded.
What happens when I disconnect QuickBooks?
Remove the QuickBooks delivery target in Well and forwarding to @qbodocs.com stops immediately. There is no write token into QuickBooks to revoke, since Well only emailed PDFs to the inbox. Bills and receipts QuickBooks already created stay in QuickBooks; the records Well captured remain in your workspace.
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Ready to connect QuickBooks?
Connect once. Every journal entry, chart of accounts, vendor from QuickBooks becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.