# Tesorio + QuickBooks Online

Bring AI-powered AR automation to your QuickBooks Online data.

Trusted by finance teams at

[Case study](/content/customers/veeva/index.html)

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How It Works

## Three steps to get started

1. **Connect**  
   Sign in with your QuickBooks Online credentials via OAuth 2.0. Tesorio maps your chart of accounts and customer structure automatically.

2. **Sync**  
   Invoices, payments, estimates, and customer records sync from QuickBooks Online. Historical data is imported for AI model training.

3. **Automate**  
   AI agents handle collection follow-ups, payment reminders, and cash forecasting using your QuickBooks data — no manual exports needed.

Capabilities

## What syncs between Tesorio and QuickBooks Online

### Invoice & Payment Sync

All invoices, payments, and credit notes from QuickBooks Online sync automatically. Status changes update in real time.

### Customer Data Enrichment

QBO customer records are enriched with payment behavior data, risk scores, and communication history from Tesorio's AI agents.

### Aging Report Automation

Replace manual QBO aging reports with real-time AR aging dashboards that update continuously and include AI-powered payment predictions.

### Payment Recording

When payments are applied in Tesorio, they can be recorded back to QuickBooks Online automatically, keeping both systems in sync.

Common Scenarios

## How teams use Tesorio with QuickBooks Online

### Automated payment reminders

Send intelligent follow-ups to customers based on QBO invoice status, due dates, and past payment behavior.

### Cash flow forecasting for SMBs

Combine QBO receivables data with payment pattern analysis to forecast short-term cash positions accurately.

### One-click payment portal

Customers receive branded payment links that process through Stripe and reconcile back to QBO automatically.

> “Tesorio has transformed our collections process. We reduced DSO by 30% and our team is 3x more productive. The AI agents handle the repetitive follow-ups so our collectors can focus on strategic accounts.”  
Finance Leader  
VP of Finance, Pluralsight

Works With

## Tesorio products powered by QuickBooks Online

[Collections](/content/product/collections/index.html)

[AR Forecasting](/content/product/forecasting/index.html)

[Workflows](/content/product/workflows/index.html)

Setup

## Up and running in weeks, not months

Pre-built connectors and guided setup mean your QuickBooks Online integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

Better Together

## Works great with

\ 
\ **Salesforce** \ 
\ CRM\ 
\ Bridge the gap between sales and collections with native Salesforce sync.](/content/integrations/salesforce/index.html)

\ 
\ **Stripe** \ 
\ Payments\ 
\ Reconcile Stripe payments and power your customer payment portal.](/content/integrations/stripe/index.html)

\ 
\ **Plaid** \ 
\ Banking\ 
\ Real-time bank data for cash visibility and payment matching.](/content/integrations/plaid/index.html)

FAQ

## QuickBooks Online Integration

Common questions about connecting QuickBooks Online with Tesorio.

### Does Tesorio work with QuickBooks Desktop?

### Is Tesorio overkill for a QBO-sized company?

### What QuickBooks Online plans are supported?

## Ready to connect QuickBooks Online?

$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction

See how Tesorio integrates with QuickBooks Online to automate your AR operations.