Search transactions
Find invoices, bills, and customers by name, amount, or date.
QuickBooks is the accounting platform most US small businesses run on. EntryDesk connects to QuickBooks Online so agents can search transactions, surface balances, and answer finance questions grounded in your real books.
Find invoices, bills, and customers by name, amount, or date.
Ask for AR aging, cash position, or expense summaries in plain language.
You only see what you have access to in QuickBooks. Roles are respected.
Stop logging into QuickBooks just to look something up. Ask the agent and get the answer plus the linked record.
One-click setup. Permission-aware. Included on every plan.
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