What Horizon can see
In QuickBooks, Horizon can work with customers, suppliers, invoices, bills, payments, accounts, reports and other supported QuickBooks Online records.
QuickBooksAccounting and bookkeeping software
AI automation inside QuickBooks.
Combine approved QuickBooks Online records with email and files, then prepare supported finance work for review.
Customer briefing
NB
@Horizon, brief me on Atlas Pty Ltd using its QuickBooks invoices, payments and the latest Outlook messages.
On it. Checking QuickBooks and Outlook now.Invoices and payments checked in QuickBooks
Latest client emails read in OutlookCross-checked and compiled into one briefing
A joined customer and email briefing.
Overdue-invoice list
GK
@Horizon, show me overdue invoices and draft the follow-ups for finance to approve.
On it. You approve before anything is saved.
The approved details read from this threadAnything overdue flaggedNothing saved in QuickBooks until you approve
An overdue-invoice list with draft messages.
Draft a bill
DF
@Horizon, prepare this approved bill in QuickBooks and show every field before saving.
On it. You approve before anything is saved.The approved details read from this threadDraft bill prepared for QuickBooksNothing saved in QuickBooks until you approve
A checked bill ready to post.
Works alongside
The connection
How does Horizon actually get into QuickBooks?
Horizon connects through QuickBooks's official API. Your organisation approves the account, records and actions in use before the workflow is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
QuickBooksYour approved records
What Horizon can prepare
Horizon shows your team each proposed QuickBooks change before anything is saved. Supported customer or accounting changes remain behind finance-team review before posting.
How work can start
For QuickBooks, Horizon can respond to supported QuickBooks Online changes and runs scheduled reconciliation for completeness.
What we confirmed about the QuickBooks connection
- Intuit Intelligence already provides a native AI tool inside QuickBooks Online.
- Horizon adds value when the task also needs email, files, other software and the customer's approval rules.
- The company administrator decides which business is connected, and finance retains approval of every posting.
Checked against official QuickBooks information on .
Day to day
Use QuickBooks without jumping between systems.
QuickBooks stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with QuickBooks.
Common questions
Using Horizon with QuickBooks, answered.
What could our team ask Horizon to do with QuickBooks?
Combine approved QuickBooks Online records with email and files, then prepare supported finance work for review. Typical results include a joined customer and email briefing, an overdue-invoice list with draft messages, and a checked bill ready to post.
Can our team use QuickBooks from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved QuickBooks information and connected systems, then returns the answer or proposed action for review.
Can Horizon use QuickBooks with Outlook, SharePoint or our other software?
Yes. We design one workflow around QuickBooks and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in QuickBooks, not just answer questions?
Yes, where QuickBooks supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in QuickBooks?
We start with one useful, controlled request such as: @Horizon, brief me on Atlas Pty Ltd using its QuickBooks invoices, payments and the latest Outlook messages. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A QuickBooks company administrator authorises the connection. We confirm the company, accounting records and approval rules before any live workflow.
Does Horizon replace QuickBooks?
No. QuickBooks remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the QuickBooks workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside QuickBooks.
Tell us the QuickBooks job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.