QuickBooks Integration

QuickBooks accounts receivable, run by AVA.

AVA connects to QuickBooks in a few clicks and takes over the AR work that QuickBooks leaves to you. She presents invoices, collects past-due balances, accepts card and ACH payments, and posts every payment back to QuickBooks automatically.

AVA in QuickBooks today

AVA working
  1. 6:00 AMOvernight payments posted to QuickBooks
  2. 7:30 AMNew invoices synced from QuickBooks and scheduled
  3. 10:20 AMCard fee posted to the mapped expense account
  4. 3:45 PMDeposit matched to bank feed in QuickBooks
How it works

Live in QuickBooks in minutes.

  1. 1

    Connect.

    Authorize Chargezoom to access QuickBooks. No migration, no data export, and no change to how your team works.

  2. 2

    Map.

    Confirm how payments, fees, and adjustments should post. AVA follows your existing QuickBooks setup.

  3. 3

    Sync.

    AVA pulls in your customers and open invoices, then keeps them in sync continuously in both directions.

  4. 4

    Go.

    AVA starts working your AR immediately, with every action visible to your team and written back to the ERP.

What AVA does inside QuickBooks.

Every stage of the AR lifecycle, with results written straight back to your system of record.

Invoicing

New QuickBooks invoices are picked up instantly and delivered with a branded pay link, timed to each customer.

Collections

AVA works past-due balances using QuickBooks history, and logs every conversation on the customer record.

Payments

Card, ACH, and eCheck payments with up to 40% lower processing fees, recorded automatically.

Cash application

Payments are matched to invoices, applied, and posted to QuickBooks, including partial and short pays.

Disputes and deductions

Approved credits and adjustments are posted to QuickBooks once each case is resolved.

Forecasting and reporting

Cash flow forecasts and AR reports built from live QuickBooks data, available on request.

Settings

AVA does the work. You set the rules.

What syncs with QuickBooks

  • Customers
  • Invoices
  • Payments
  • Deposits
  • Credit memos
  • Items
  • Classes
  • Locations

What you control

  • Which accounts payments, fees, and adjustments post to
  • Which customers and invoices AVA works
  • Approval requirements before anything posts
  • Sync scope and user permissions
  • QuickBooks Online and QuickBooks Desktop are both supported, including classes, locations, and undeposited funds handling.
Example

A day of AR in QuickBooks

What your team sees in QuickBooks when AVA is running AR.

  1. Morning

    Payments posted

    Overnight payments are applied to the right invoices and already in QuickBooks when your team logs in.

  2. Midday

    Collections logged

    Every follow-up and promise to pay appears on the customer record in QuickBooks.

  3. Afternoon

    Adjustments approved

    Credits from resolved disputes post to QuickBooks after your one-click approval.

  4. Close

    Books ready

    Deposits reconcile to the bank, so month-end starts clean instead of with a cash application backlog.

Frequently asked questions

Does this work with QuickBooks Online and Desktop?

Yes. AVA supports both. Setup is slightly different, and our team will guide you through whichever you use.

Will payments create duplicates in QuickBooks?

No. AVA applies each payment to the existing invoice and records deposits to match your bank feed, so nothing is entered twice.

Can I keep using QuickBooks Payments?

You can, but most businesses switch to Chargezoom payments for up to 40% lower processing fees through automatic transaction enrichment.

How long does it take to connect?

A few minutes. Authorize the connection, confirm your account mapping, and AVA starts syncing.

Put AVA to work inside QuickBooks.

Connect QuickBooks and see AVA work your receivables in minutes.