How to Sync Invoices from QuickBooks

If you use QuickBooks, Roopi can pull in your unpaid invoices automatically—no uploads needed.

🔗 Connect QuickBooks in Minutes:

1. Go to Integrations on the left side bar.

2. Click Connect QuickBooks

3. Sign in to your QuickBooks account

4. Authorize Roopi to access invoice data

🌀 What Happens After Sync:

• Roopi pulls in all open invoices

• Matches due dates, amounts, and client details

• Automatically begins follow-up messaging

🛑 Important: Roopi doesn’t change anything in QuickBooks—it only reads data to generate communication.