# QuickBooks and Volty > Volty answers balance and payment questions from QuickBooks, connected with one sign-in. Volty answers invoice and payment questions from QuickBooks for clients on WhatsApp and email. Talk to Volty · Free trial Updated 2 Nov 2026 ## 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 QuickBooks · Turner · 1045 · $8,400.00 · due 15 Nov Volty Hi 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. Connects with One QuickBooks sign-in Volty reads Customers, invoices, payments Volty can change Off unless an admin turns them on Setup A few minutes Category Accounting & ERP 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 QuickBooks · 1032 · $3,250.00 · Paid 31 Oct Volty Thank 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 - When · Every Friday · A scheduled automation - Step 1 · Finds invoices due next week · From QuickBooks - Step 2 · Sends a reminder · An approved template - Step 3 · Answers the replies · And brings in the owner 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. - 01 · Sign in to QuickBooks · With the company Volty should read. - 02 · Turn on the reads · Customers, invoices and payments. - 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 customer · Reads - List invoices · Reads - Read payments · Reads - Create invoice · Changes 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. ## Related integrations - Xero Accounting & ERP - FreshBooks Accounting & ERP - MYOB Accounting & ERP - Stripe Payments - Google Sheets Spreadsheets & databases All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [Accounting & ERP](https://voltade.com/integrations?category=accounting) - [XeroAccounting & ERP](https://voltade.com/integrations/xero) - [FreshBooksAccounting & ERP](https://voltade.com/integrations/freshbooks) - [MYOBAccounting & ERP](https://voltade.com/integrations/myob) - [StripePayments](https://voltade.com/integrations/stripe) - [Google SheetsSpreadsheets & databases](https://voltade.com/integrations/google-sheets) - [All integrations](https://voltade.com/integrations)