Integration

    QuickBooks and Volty

    Volty answers invoice and payment questions from QuickBooks for clients on WhatsApp and email.

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    Updated

    A progress payment question

    A renovation client asks what is due next. Volty reads the invoices.

    MT

    Melissa Turner

    WhatsApp · Customer

    Hi, the carpentry is done. How much is the next payment and when is it due?
    Looked up QuickBooksTurner · 1045 · $8,400.00 · due 15 Nov
    VoltyHi Melissa, the next progress payment is invoice 1045 for $8,400.00, due on 15 November. The deposit and the first progress payment are both paid.

    QuickBooks customer

    Melissa Turner

    $8,400 due
    Deposit
    Paid · 2 Sep
    Progress 1
    Paid · 10 Oct
    Progress 2
    Invoice 1045 · due 15 Nov
    Matched by
    Verified phone number

    Read from QuickBooks during the conversation

    What Volty does with QuickBooks

    QuickBooks holds a small business's customers, invoices and payments. Volty connects to QuickBooks with one sign-in. It reads the customer's invoices and what has been paid against them, so a client asking about a balance gets the figure from the books.

    • What is still due

      Open invoices for the verified customer, with amounts and due dates.

    • Progress payments

      Which stages are paid and which are next.

    • From the books, not memory

      Volty reads QuickBooks during the conversation.

    • Read only by default

      Changes stay Off unless an admin turns them on.

    A contractor in a plaid shirt leans over a laptop at a desk stacked with tile samples, with more tiles on the shelves and an old armchair behind him.
    Progress payments and balances read from the books.

    Did my transfer arrive

    A client checks a payment. Volty reads it from the invoice.

    RM

    Ravi Menon

    Email · Customer

    I made a Zelle transfer for invoice 1032 on Friday. Please confirm you received it.
    Looked up QuickBooks1032 · $3,250.00 · Paid 31 Oct
    VoltyThank you Ravi. Invoice 1032 for $3,250.00 was marked paid on 31 October, and nothing else is outstanding on your account.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Payment due reminder

    1. When

      Every Friday

      A scheduled automation

    2. Step 1

      Finds invoices due next week

      From QuickBooks

    3. Step 2

      Sends a reminder

      An approved template

    4. Step 3

      Answers the replies

      And brings in the owner

    A woman on a worn sofa checks her phone, with an invoice and a credit card on the coffee table in front of her.
    Clients ask what is due and get the figure from the books.

    How Volty connects to QuickBooks

    An admin signs in to QuickBooks from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to QuickBooks

      With the company Volty should read.

    2. 02

      Turn on the reads

      Customers, invoices and payments.

    3. 03

      Leave changes Off

      Or turn one on, with approval.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Find customerReads
    • List invoicesReads
    • Read paymentsReads
    • Create invoiceChanges

    Reading tools can be turned on straight away. Anything that changes QuickBooks starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in QuickBooks?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect QuickBooks with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026