QuickBooks Automation, Invoices & Approvals
Run QuickBooks on autopilot. Keep the veto.
105 actions
An invoice posts or a vendor gets created in QuickBooks before you knew it was happening. Rills proposes every change; you approve before it goes out.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential accounting action from QuickBooks arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create 3 new vendor records from pending purchase orders?
3 POs with no matched vendor · oldest is 9 days out
Same pattern as last month's supplier onboarding batch
One vendor name near-matches an existing record
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, no 3am stomach-drop wondering what shipped while you slept.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About QuickBooks automation
Accounting entries that fire without a second look are the ones that show up as reconciliation headaches, duplicate invoices, or a vendor record that should never have been created. QuickBooks is quiet when something goes wrong, and by the time you notice, the damage is already in the books.
When QuickBooks runs unsupervised
Automation that writes directly to your books moves faster than your ability to catch mistakes, and accounting errors compound before you find them.
- A Create Invoice operation fires on stale or duplicate data, and two customers get billed for the same job.
- Update Full Invoice ships a corrected amount after the original was already sent, leaving your client with conflicting documents.
- Capture Charge hits a card on file before you have confirmed the work order is closed and accurate.
- Create Vendor posts a duplicate supplier record, splitting payment history across two entries that will break your Trial Balance report.
- Delete Bank Account removes an account mid-period, and your reconciliation falls apart before the month closes.
What Rills does inside QuickBooks
Rills sits between your automation logic and your QuickBooks data, so operations like Update Payment Method, Create Vendor, or Capture Charge queue as proposals instead of running immediately. You see exactly what is about to change, in plain language, before it touches your accounting records.
The charge still goes through; you just see the details before it hits the card.
Why QuickBooks has no triggers and how Rills fills the gap
QuickBooks does not emit events that kick off workflows on their own. Rills compensates by letting upstream tools or schedules drive QuickBooks automation while keeping every resulting write behind an approval step.
- A nightly schedule runs Get Profit and Loss Report and surfaces anomalies, then proposes a correcting journal entry for your review.
- A CRM deal closing in another tool signals Rills to queue a Create Invoice proposal in QuickBooks, ready for you to approve before it sends.
- A scheduled poll on Get Purchase Order statuses flags overdue orders and proposes follow-up actions against the matched vendor record.
- A recurring check on Customer Balance Detail identifies accounts past due and queues an Update Sparse Invoice proposal before any notice goes out.
What Rills can do in QuickBooks
6 of 105 actions across reads, writes, and updates.
- 01
Create Customer
Add a new customer to your QuickBooks account with their contact details and billing information. This ensures all your sales and invoices are linked to the correct customer records for accurate accounting and reporting.
- 02
Create Bill
Record a bill from a vendor or supplier in QuickBooks Online, tracking money you owe for purchases, expenses, or services received.
- 03
Create Invoice
Generate a sales invoice in QuickBooks to bill customers for products or services, tracking what they owe and when payment is due.
- 04
Create Payment
Records customer payments in QuickBooks, allowing you to apply single or partial payments against invoices and credit memos to keep your accounts receivable accurate.
- 05
Create Estimate
Generate a professional pricing quote that you can send to customers before they make a purchase decision, which can later be converted into an invoice when approved.
- 06
Create Vendor
Add a new supplier or vendor to your QuickBooks system so you can track purchases, manage payments, and maintain complete vendor information in one place.