> For the complete documentation index, see [llms.txt](https://docs.whaly.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whaly.io/connectors/source-catalog/finance/quickbooks.md). # QuickBooks ## **Why syncing my Pipedrive to** [**Whaly**](https://whaly.io)**?** Syncing your QuickBooks account can be useful for various cases: * Track your revenue * Analyse your balance between your spendings and revenue to make sure that you remain profitable * Reconcile your Invoices with your CRM data to identify the customer that are not paying you * Alert Customer Care when customers are not paying their Invoices * ... ## Which QuickBooks data is synced by [Whaly](https://whaly.io)? [Whaly](https://whaly.io) 🐳 is currently syncing the following data: * **Customer**: A customer is a consumer of the service or product that your business offers. * **Invoice**: An Invoice represents a sales form where the customer pays for a product or service later. * **Invoice Line Item**: Individual line items of a transaction. [You can find the relationship between all those objects here.](https://docs.google.com/presentation/d/1ENWZxCwmIFfS45SvcmpM3NJPBXvjEteo7_YXXPSTlIo/edit?usp=sharing) {% embed url="" %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.whaly.io/connectors/source-catalog/finance/quickbooks.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.