QuickBooks Online · Accounting · Updated Oct 2026
Voksha + QuickBooks Online
Let your AI receptionist answer billing calls, take down invoice questions and add new customers to QuickBooks Online, so your team is not interrupted.
What is an AI receptionist with QuickBooks Online?
Once Voksha support has connected your QuickBooks Online account, Voksha answers your calls on the first ring, answers the general billing questions you have trained it on and takes down the caller's details and which invoice they are asking about. New customers are added to QuickBooks with the details collected on the call, and your team gets a call summary to follow up on anything account-specific.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). QuickBooks Online is set up with Voksha support.
How It Works
Voksha + QuickBooks Online Together.
What happens on a call once QuickBooks Online is connected (Premium and Enterprise plans).
Invoice Questions
When a customer calls about an invoice, Voksha takes their name, the invoice number and their question, answers what it can from the information you have given it, and passes the rest to your team.
Payment Questions
Voksha explains how customers can pay, using the payment options you give it, and passes anything else to your team. On the Enterprise plan, Voksha can also take payments over the phone.
New Customer Details
When a new customer calls, Voksha collects their contact and billing details and creates a customer record in QuickBooks Online, ready for your first invoice.
Vendor Calls
When suppliers call about pricing or orders, Voksha takes the details and sends your team a call summary, so nothing agreed over the phone is forgotten.
Benefits of Voksha + QuickBooks Online.
Billing Calls Answered 24/7
Customers can call about invoices at any hour and always reach someone, without your team stopping what they are doing.
Fewer Interruptions
Voksha takes down every billing question with the caller's details, so your team can deal with them in one batch instead of picking up the phone all day.
Less Data Entry
New customer records are created from the call, which cuts down on retyping details into QuickBooks.
Real-World Use Cases.
Small Bookkeeping Practice
A two-person bookkeeping practice uses Voksha during tax season so billing calls are answered and noted while the team focuses on returns.
Freelancers and Consultants
A solo consultant connects Voksha to QuickBooks so clients always reach someone about invoices without interrupting billable work.
Local Trades Business
A family-run plumbing company uses Voksha to answer customer calls about estimates and invoices, capture what they need and pass it to the office.
The QuickBooks Online integration is available on Premium ($99/month, 150 calls included) and Enterprise, and Voksha support sets it up for you. Starter ($14/month) has no integrations: it answers your calls, captures the caller's details and sends you a call summary.
You decide. Voksha only answers with the information you give it, and passes anything account-specific to your team. Voksha is SOC 2 compliant and ISO 27001 compliant, and call data is encrypted with AES-256 at rest and TLS 1.2+ in transit.
On Premium, Voksha explains how to pay and passes the caller to your team. On the Enterprise plan, Voksha can also take payments over the phone and text callers.
Pair QuickBooks Online with the right Voksha setup
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Activate the
QuickBooks Online Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the QuickBooks Online connection with you.