Connected sales and payments
Raise invoices from estimates, allocate payments across invoices and credits, and deposit received payments. Supported sales forms carry addresses, customer messages, email settings and line tax codes.
Zeno for QuickBooks Online
Ask your QuickBooks. Put the answers to work.
Ask Claude or ChatGPT who owes you money, why expenses changed or which bills are due. Then ask it to prepare bills, match receipts or code your card charges. Zeno connects your assistant to QuickBooks Online and brings the proposed entries to you for approval.
14 days freeConnect through IntuitBring your own Claude or ChatGPT plan
Client books? Zeno for Firms → · Your own company? Zeno for Business →
New in September
Spend less time on sales, corrections and paperwork.
Use estimates to prepare invoices, record the payments that settle them, and correct groups of entries after review.
Read the September update
Correct several entries together
Fix the customer, vendor, class or location on supported transactions. Review changes to expense coding or move a purchase to the correct bank or card account.
Keep your supporting documents together
Attach a folder of supporting documents to QuickBooks transactions. Compare proposed and posted amounts, and download results for your working papers.
Some QuickBooks fields and transaction types cannot be changed through Zeno; those are flagged before posting. Attaching documents is recorded in your work history and does not go through the entry approval screen.
Help with the work that takes your time
From the receipt folder to the monthly review.
Get bills and bank transactions ready, reuse your coding instructions and check the result in QuickBooks. Here are some of the tasks you can hand to your assistant.
01
Use the documents behind each entry
If you have given your assistant access to your files, email or calendar, it can use those sources to prepare entries using your QuickBooks accounts and saved instructions.
02
Receipts end up on the transaction
Point the AI at a folder of receipts. It matches them to card charges, shows you the pairs it is unsure of, and attaches each approved receipt to the QuickBooks transaction.
03
Code similar transactions together
Filter and code many bank lines at once, link the ones already in the books, pair the transfers, and hand the rest over as one plan.
04
Save the coding you want to reuse
Preview which lines a rule would catch, confirm it, and new activity from that vendor arrives already coded with the account, class, payee and memo.
05
Prepare sales and payments, too
Ask your assistant to prepare invoices, payments, deposits or adjusting entries using your QuickBooks records. Review the entries together before they post.
06
A question turns into the next task
Ask about the books, compare companies, bring in the firm’s close checklist, and carry on from the answer into prepared work.
07
Cleanup of books you already have
Find transactions by type, date, name or account. Review supported corrections together before changing the books. Compared with SaasAnt and Transaction Pro →
08
Every posting keeps its record
The source, the rule that fired, the person who approved it, the QuickBooks transaction it created, and the reversal if there was one stay together.
Every tool a connected assistant can call is written down, along with what each one refuses to do: read the complete tool list →
QuickBooks Online’s API exposes nothing for its own bank feed, which is why Zeno stages the activity itself: see how bank feeds work →
Comparing Zeno with other ways to use AI in QuickBooks? read the comparisons →
Two editions on QuickBooks Online
Your own company, or every outside client.
Both editions let you prepare and review entries with saved coding rules. Firms also lets you manage outside clients, see unfinished work across the practice and keep each client’s instructions separate.
One company’s own books
Answers for the owner, a faster month for whoever keeps the books, everyone included.
$79/monthA practice of client companies
Three client books to start, everyone at the firm, each client in its own lane.
From $149/monthFIRST QUICKBOOKS COMPANY · 14 DAYS · NO CARD