Choose the account
Open the connection from your workspace. Use a QuickBooks Online account with the access needed for this workflow and complete the provider’s authorization or credential setup.
ALL CONNECTIONS / Customer context
QuickBooks Online.Connected to Message.
Look up matching customer details for agents inside Inbox. This is a read connector, not automatic two-way sync or permission for AI to reveal private records.
Agent-only read connector. Provider account access and workspace permissions are required.Workspace configurationPurpose-specific permissionsTest before activation
MAKE THE CONNECTION01 02 03
A useful workflow starts with a clear setup.
Review the scope
Select the applicable site, source or destination. Read the requested permissions and the supported fields before connecting. Availability depends on provider access and approval.
Test the actual result
Run a permitted test using your own account. Check the imported information, lookup, message or event in both systems before making it part of customer support.
WHAT TO EXPECT
Connect the workflow you need.
Look up matching customer details for agents inside Inbox. This is a read connector, not automatic two-way sync or permission for AI to reveal private records.
Keep the source of record
This connection has a specific purpose. It does not imply that every field, attachment or action in QuickBooks Online is supported or synchronized.
Separate knowledge and private context
Matching records are for agent context. Customer-facing AI access is a separate workflow with verification and authorization requirements.
Understand costs and availability
Your Message plan, provider plan, account permissions and approval status can affect availability. Check the setup page for the current requirements.