Your QuickBooks figures on every customer call
When a QuickBooks customer calls, Allo shows their outstanding invoices, total invoices and lifetime revenue before you answer. After the call, the AI summary keeps those figures in it.
Or talk it through with our team
Allo
1A customer callsAllo shows their QuickBooks account on the call: outstanding invoices, total invoices, lifetime revenue.
QuickBooks
2Read from QuickBooksMatched by phone number. Allo reads the account and writes nothing back.
Before you answer,
and after you hang up
Allo matches the caller's number to a QuickBooks customer. You see the account before you pick up, and the AI summary keeps the figures in it.
Customer name, outstanding invoices, total invoices and lifetime revenue, on the incoming call. No putting anyone on hold to look it up.
After the call, the AI summary combines what was said with the customer's QuickBooks data. It only applies to callers matched to a QuickBooks customer.
What Allo reads
from QuickBooks
QuickBooks data flows into Allo in real time. Nothing goes the other way.
From QuickBooks
Customer namesMatched to the caller by phone number
Outstanding invoicesShown before you answer
Total invoicesShown during the call
Lifetime revenueShown during the call
One-way: calls, recordings and summaries stay in Allo and are never written to QuickBooks.
Looking it up by hand
vs seeing it in Allo
Looking up the account by hand
Putting the customer on hold to open QuickBooks- Searching for the right customer by name
- Billing calls with no idea what's overdue
- Call notes with none of the figures in them
With Allo
Outstanding invoices on screen before you answer- The customer matched by phone number
- Total invoices and lifetime revenue during the call
- AI summaries that include the financial context
Allo is an AI phone system,
not just an integration
The QuickBooks sync is one part. Allo is the phone your team calls, texts and gets coached from every day.
See all features
AI receptionistAllo answers when you can't, qualifies the caller and books the meeting, 24/7, so no lead slips away.
Explore this feature
Call recording and AI summariesEvery call is recorded, transcribed and summarized, so the key points and next steps are captured without taking notes.
Explore this feature
Run Allo from your AI assistantConnect Allo to Claude, ChatGPT and more through the Allo MCP, and pull call data or trigger actions just by asking.
Explore this feature
Business texting built inText customers from your Allo number and keep calls and messages together in one place.
Explore this feature
Power dialerCall through a list back to back with no manual dialing, so your reps spend their time talking, not clicking.
Explore this feature
Call analyticsSee call volume, outcomes and team activity at a glance, and coach from real conversations.
Explore this featureQuickBooks integration FAQ
An Allo agent picks up and puts you through to sales or support. It is the fastest demo on this page.
888-298-ALLOIn Allo, go to Settings, then Integrations, find QuickBooks and click Connect, then authorize Allo in QuickBooks. You'll need admin access to your QuickBooks account. Customer data starts syncing as soon as it's connected.
Allo matches the caller's phone number to a QuickBooks customer and shows their name, outstanding invoices, total invoices and lifetime revenue, before you answer and during the call.
No. The integration is one-way: data flows from QuickBooks into Allo. Calls, recordings and summaries stay in Allo, and nothing changes in your invoices or your books.
After a call with a recognised QuickBooks customer, the AI summary combines what was said with that customer's QuickBooks data. Calls from numbers that don't match a customer get a regular summary.
The QuickBooks integration is available on the Business plan.
Check that the customer exists in QuickBooks with the same phone number as the caller, and that the integration shows Connected in Allo. If it still doesn't show, disconnect and reconnect it.