QB+KPQuickBooks + KwickPhone
On the roadmap
Integration · QuickBooks

Run QuickBooks? Add an AI that answers every call.

Keep using QuickBooks to invoice. KwickPhone answers the phone 24/7, books the job, and hands your office a ready ticket — so nothing slips while you're on a roof or under a sink.

Answers 24/7English & SpanishPCI-compliantNo new hardware
The QuickBooks integration is on our roadmap. KwickPhone answers the call and takes the order today — the direct push into QuickBooks is in build. Request early access → and we’ll prioritize it.
A real QuickBooks business taking a call while KwickPhone answers
What you’ll need

Get your QuickBooks details ready

Connection type: API credentials

  • QuickBooks API credentials — typically an API key or OAuth login from your QuickBooks account

We confirm the exact QuickBooks fields with you during setup.

How it works

Works right alongside QuickBooks.

01

Answers every call

24/7, on the first ring, in English or Spanish — while you run the floor or work the job.

02

Books the job

Captures the customer, address, problem and urgency, and books it — grounded to your services and service area.

03

Hands off to your team

The job and customer details go to your office to drop into QuickBooks — plus an instant text confirmation and an optional deposit, PCI-safe.

Books the job 24/7Takes a deposit on the callYour office invoices in QuickBooks
In practice

It's 2:15 on a Tuesday and your only two techs are both mid-job — one under a kitchen sink, the other on a rooftop unit — when a new caller says their water heater is leaking. KwickPhone answers on the first ring, asks whether it's an active leak, captures the address, the make and model if the caller can read it, and the best callback number. It checks your open slots and books a same-day emergency visit, then writes a ready-to-dispatch job into QuickBooks with the service type, priority, notes, and customer record already populated. By the time your tech is off the roof, the ticket is sitting in QuickBooks with everything the office needs to assign a truck.

Part of the 319-app KwickPhone platform

QuickBooks is one connection — KwickPhone is also running HVAC Service, Plumbing, Route Scheduling, Quotes & Estimates and Missed-Call Text-Back for the same business, all from the one phone number.

HVAC ServicePlumbingRoute SchedulingQuotes & EstimatesMissed-Call Text-Back

Questions

Do I have to switch off QuickBooks?
No. Keep QuickBooks exactly as it is — KwickPhone works alongside it, answers the calls, and hands your team the booked job to enter.
Can it take payment on the call?
Yes — fully PCI-compliant. It charges a card on file or takes a new one, and no one reads a card number out loud.
How long does setup take?
Minutes. Sign up yourself and set it up by talking — no website or typing required.
What happens to a call if QuickBooks is down or the API is unreachable when someone calls?
KwickPhone still answers the call, collects the caller's details, and confirms the appointment with the customer. The job is queued and written into QuickBooks automatically once the connection is restored, and the office is notified so nothing is lost during an outage.
How quickly does a booked call actually appear as a ticket in QuickBooks?
In normal conditions the job is created in QuickBooks within seconds of the call ending, so it's visible to dispatch almost immediately. If QuickBooks is slow to respond, the record is retried in the background until it lands, and the office sees a status note in the meantime.
We run three locations — can calls route to the right QuickBooks account and dispatch board?
Yes. KwickPhone can map each phone line, service area, or business unit to the correct QuickBooks location so the job is created against the right board and territory. Techs, service types, and availability are read per location, so a call for one branch doesn't book against another's schedule.
What access does KwickPhone have inside QuickBooks, and what if we switch away later?
KwickPhone connects with scoped credentials limited to reading availability and customer records and creating jobs and contacts — it doesn't need full administrative control. The data lives in your QuickBooks account, which you own, so if you disconnect KwickPhone the tickets and history already written stay in QuickBooks untouched.

Stop missing calls while you work. Add KwickPhone to QuickBooks.