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Hi, I'm your QuickBooks Online Agent,
Enhancing Your Accounting Operations Effortlessly!
I specialize in enhancing QuickBooks Online operations by automating customer management,
invoice processing, payment
handling, and more. Let’s streamline your accounting processes for improved efficiency and
create seamless experiences
for your financial management!
Handling customer information can be time-consuming. I’ll help you manage customers effortlessly, ensuring your records are always up-to-date.
Create and Update Customers
Automate new customer creation and updates using voice or chat commands.
Retrieve Customers
Access customer details by ID, name, email, or company name efficiently.
Invoice Management
Creating and managing invoices is essential for smooth financial operations. I’ll help you automate invoice creation, updates, and retrieval.
Create and Send Invoices
Automate invoice creation and sending to specified email addresses quickly.
Retrieve Invoices
Access invoices by ID, due date, or customer efficiently.
Payment Processing
Handling payments accurately is crucial for financial management. I’ll help you create, send, and retrieve payments to ensure timely and accurate records.
Create and Send Payments
Automate payment creation and sending using voice or chat instructions.
Retrieve Payments
Access payment details by ID or customer efficiently.
Item Management
Managing inventory and items in QuickBooks Online can be cumbersome. I’ll help you create, update, and retrieve items seamlessly.
Create and Update Items
Automate item creation and updates effortlessly.
Retrieve Items
Access item details by ID, name, or type efficiently.
Account Management
Keeping track of accounts in QuickBooks Online is essential for accurate bookkeeping. I’ll help you retrieve accounts based on various filters effortlessly.
Retrieve Accounts
Access account details by ID, type, name, or classification quickly.
Comprehensive Account Management
Ensure accurate bookkeeping with up-to-date account information.
Vendor Management
Managing vendor information is crucial for effective financial operations. I’ll help you create, update, and retrieve vendor details seamlessly.
Create and Update Vendors
Automate new vendor creation and updates using voice or chat commands.
Retrieve Vendors
Access vendor details by ID, name, or company name efficiently.
SyncToken Retrieval
Ensuring data synchronization in QuickBooks Online is essential. I’ll help you retrieve SyncTokens for customers, items, invoices, and vendors to maintain data consistency.
Retrieve SyncTokens
Access SyncTokens for specific entities to ensure synchronization.
Comprehensive Data Sync
Ensure all your QuickBooks records are synchronized accurately.
Get
Started with Kong.ai AI Agent for QuickBooks Online
Enhance your productivity and streamline your QuickBooks Online operations with Kong.ai’s AI
Agent. Experience seamless
automation and focus on building stronger financial management.
Experience the Power of RPA Browser Automation
with the Kong.ai Chrome Extension
Beyond LinkedIn outreach, Kong.ai empowers you to post jobs, fetch leads, send emails through Gmail,
and WhatsApp messages — all through conversational agents. The automation runs in the
background, rate-limited, and non-intrusive, allowing you to effortlessly manage tasks across
multiple platforms.
Integration Partners
Expand horizons with our 50+ integrations, seamlessly connecting your tools for ultimate efficiency.
A simple yet powerful plan designed for individuals to streamline their Salesforce operations. Access
essential tools like lead management, task automation, and customer tracking to elevate your customer
experience from day one.
How It Works
Data Collection
I gather data from your QuickBooks Online system, including customer details, invoice
information, payment data, item
records, accounts, and vendors.
Task Automation
Using advanced machine learning algorithms, I automate tasks such as creating customers,
updating records, retrieving
information, and managing synchronization based on voice or chat instructions.
Continuous Learning
I continuously learn from each interaction, improving my efficiency and accuracy over time
to better assist in managing
your QuickBooks Online.
Frequently Asked Questions
What is Kong.ai?
Kong.ai enhances business operations through AI-driven solutions like
conversational bots and virtual agents. It simplifies workflows and improves customer engagement.
Prompt: "Add a new customer with display name 'John Doe'."
What it does: Creates a new customer by providing details like display
name, first/last
name, email, etc.
Prompt: "Update customer '12345' with a new email 'john.doe@example.com'."
What it does: Updates customer details like display name, name, email,
phone, and
company information.
Prompt: "Add a note 'Meeting next week' to customer '12345'."
What it does: Adds a note to a specified customer.
Prompt: "Get details for customer '12345'."
What it does: Retrieves a specific customer’s details using their ID.
Prompt: "Show me all customers in my account."
What it does: Retrieves a list of all customers.
Prompt: "Find customers with the name 'Jane'."
What it does: Retrieves customers based on a name search.
Prompt: "Show me the customer with email 'jane.doe@example.com'."
What it does: Retrieves a customer based on their email address.
Prompt: "Find customers working at 'Acme Corp'."
What it does: Retrieves customers associated with a specific company.
Prompt: "Get the SyncToken for customer '12345'."
What it does: Retrieves the SyncToken for a customer (used for
synchronization in
QuickBooks).
Prompt: "Get account details for account ID '98765'."
What it does: Retrieves an account by its ID.
Prompt: "Show me all accounts."
What it does: Retrieves a list of all accounts in QuickBooks.
Prompt: "Show me all 'Bank' accounts."
What it does: Retrieves accounts based on their type (e.g., Bank,
CreditCard).
Prompt: "Find accounts with the name 'Checking Account'."
What it does: Retrieves accounts based on the account name.
Prompt: "Show me accounts classified as 'Asset'."
What it does: Retrieves accounts filtered by classification.
Prompt: "Create a new item named 'Product A' with a unit price of '100'."
What it does: Creates an item with details such as name, unit price,
description, SKU,
etc.
Prompt: "Update item 'item123' with a new price '150'."
What it does: Updates details of an existing item, such as name,
description, and
price.
Prompt: "Get details for item 'item123'."
What it does: Retrieves an item based on its ID.
Prompt: "Show me all items."
What it does: Retrieves a list of all items.
Prompt: "Find items with the name 'Widget'."
What it does: Retrieves items filtered by name.
Prompt: "Show me all inventory items."
What it does: Retrieves items based on their type (e.g., Inventory,
NonInventory,
Service).
Prompt: "Create an invoice for customer '12345' with items 'item123' (quantity:
2, amount:
50)."
What it does: Creates a new invoice for a customer, specifying items, due
date, and
other invoice details.
Prompt: "Send invoice 'inv456' to 'jane.doe@example.com'."
What it does: Sends the invoice to the specified email address or the one
on record for
the customer.
Prompt: "Update invoice 'inv456' with a new due date '2024-11-01'."
What it does: Updates an invoice with new information like due date,
customer email,
etc.
Prompt: "Get details for invoice 'inv456'."
What it does: Retrieves an invoice by its ID.
Prompt: "Show me all invoices."
What it does: Retrieves a list of all invoices.
Prompt: "Find invoices due between '2024-01-01' and '2024-01-31'."
What it does: Retrieves invoices filtered by a due date range.
Prompt: "Show me invoices for customer '12345'."
What it does: Retrieves invoices associated with a specific customer.
Prompt: "List all available payment methods."
What it does: Retrieves a list of all payment methods.
Prompt: "Record a payment of '150' for invoice 'inv456' by customer '12345'."
What it does: Creates a payment entry for a customer, specifying the
amount, method,
and related invoice.
Prompt: "Send payment confirmation for payment 'pay789' to
'jane.doe@example.com'."
What it does: Sends payment details to the customer via email.
Prompt: "Get details for payment 'pay789'."
What it does: Retrieves payment details using its ID.
Prompt: "Add a new vendor with display name 'ABC Supplies'."
What it does: Creates a new vendor, including optional details like company
name,
phone, and email.
Prompt: "Update vendor 'vendor123' with new phone number '9876543210'."
What it does: Updates the details of an existing vendor.
Prompt: "Get details for vendor 'vendor123'."
What it does: Retrieves vendor details using the vendor ID.
Prompt: "Show me all vendors."
What it does: Retrieves a list of all vendors in QuickBooks.
Prompt: "Find vendors with the name 'ABC Supplies'."
What it does: Retrieves vendors filtered by name.
Prompt: "Find vendors for company 'TechCorp'."
What it does: Retrieves vendors based on the company name.
Prompt: "Get the SyncToken for vendor 'vendor123'."
What it does: Retrieves the SyncToken for a specific vendor.
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For any questions
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