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Oct 22, 2024 5:06 PM UTC
Question

Is there a feature to email quickbooks an invoice and have AI read the invoice and document it?

Original commenter did not share additional details

2 replies

Oct 22, 2024 6:44 PM UTC

The option to allow users to email invoices and utilize AI for efficient processing is unavailable in QuickBooks Online (QBO), kelscgordon.

 

As a workaround, you can explore various third-party applications that integrate with QuickBooks. These applications can provide the functionality you're looking for, with automation tools to efficiently process invoices.

 

To do that:

 

  1. Go to Apps and select Find Apps.
  2. Search for a keyword in the search bar and press Enter.
  3. Select an app and click Get app now to integrate.

 

I've added these articles to help you manage invoice payments and create personalize sales forms inside QBO:

 

 

Feel free to visit us or comment below if you have other questions about the AI feature inside QuickBooks or need assistance handling invoices. As always, we'll be around to help you out again. Keep safe.

Oct 22, 2024 11:46 PM UTC

@kelscgordon-gmai 

What do you mean with "read and document" it?