QuickBooks Online WhatsApp Integration
Connect QuickBooks Online invoices, customers, receipts, estimates, balances, and payment events to WhatsApp workflows.
Invoices
Invoice Created Message
Send a WhatsApp invoice notice with number, due date, amount, and payment instructions.
Collections
Overdue Invoice Reminder
Remind customers about overdue invoices with balance, aging, account owner, and reply path.
Receipts
Paid Receipt Confirmation
Send receipt confirmation after a payment or sales receipt is recorded.
Estimates
Estimate Approval Flow
Share estimates over WhatsApp and route approvals, questions, or changes to sales.
Accounts
Customer Balance Notice
Send balance summaries with open invoices, credits, and next payment recommendation.
Vendors
Vendor Payment Alert
Notify operations or procurement when vendor payments are due, paid, or blocked.
Sales
Sales Receipt Handoff
Send sales receipts to customers and alert account owners about follow-up opportunities.
Reporting
Finance Digest
Summarize new invoices, overdue balances, payments, refunds, and estimates each morning.
No matching workflows.
Build the module your business actually needs
Tell us about the workflow eating hours every week, the one held together by spreadsheets, ERP exports, and WhatsApp groups because it is too specific for any off-the-shelf tool. We scope it, build it, and ship it as a first-class Raqi module.
App integrations
Connect the tools your team already uses and turn real events into WhatsApp confirmations, reminders, documents, and follow-ups.
QuickBooks Online WhatsApp Integration FAQ
What does the QuickBooks Online WhatsApp integration do?
Raqi listens to events in QuickBooks Online — new records, status changes, due dates, and exceptions — and turns each one into the right WhatsApp message to customers, drivers, or internal owners. Replies and updates flow back so the WhatsApp thread stays in sync with QuickBooks Online.
Do we need to install anything inside QuickBooks Online?
No engineering work on your side. Raqi connects through QuickBooks Online's official APIs and webhooks. Your team keeps working in QuickBooks Online exactly as before; we add the WhatsApp layer around it.
Who configures the workflows?
Raqi sets the workflows up with you. We map every trigger, message template, owner, and approval path against your real operation before anything goes live, so you launch with workflows that already match how your team works.
Where is our data stored?
Data stays in-region. Raqi runs on infrastructure hosted inside the GCC, and customer messages, attachments, and operational metadata never leave the region. Access controls, audit logs, and retention policies are configured per customer.
Do messages go out from our own WhatsApp number?
Yes. Raqi is an official Meta tech provider, so every workflow is delivered through your own verified WhatsApp Business number with your brand name, profile, and reply behavior — never a shared sender.
How do we get started with the QuickBooks Online integration?
Book a discovery call. We will pick one workflow that is costing your team the most manual follow-up between QuickBooks Online and WhatsApp, scope it together, then run it as a pilot before rolling out the rest.
