> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks (API) on Vortex IQ

> Monitor QuickBooks (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow.

Monitor QuickBooks (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=quickbooks-api)

<CardGroup cols={5}>
  <Card title="14">
    performance signals
  </Card>

  <Card title="4">
    automated checks
  </Card>

  <Card title="Build your own">
    automated fixes
  </Card>

  <Card title="Ready to build yours">
    workflows
  </Card>

  <Card title="6">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Grow revenue">
        Improve discovery, conversion, campaigns and repeat purchase.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (14)">
    ### Monitor performance

    14 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Run operations (7 signals)">
        | Signal                                        | Alert behaviour    | What it tracks                                                                                                                                         |
        | --------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
        | **AP Aging - 60+ Days**                       | Alert band 10 / 30 | Share of total AP in the 60+ buckets of the Aged Payables report.                                                                                      |
        | **AR Balance (live)**                         | Watch only         | Total outstanding customer balances from the Aged Receivables report.                                                                                  |
        | **Cash & Bank Balance**                       | Watch only         | Sum of CurrentBalance across Bank-classified accounts (AccountType = Bank).                                                                            |
        | **Invoices Past Due (open AR > terms)**       | Merchant rule      | Open invoices (Balance > 0) past their DueDate, ordered by days overdue x balance.                                                                     |
        | **Period Close Overdue**                      | Alert band 0 / 5   | Preferences.AccountingInfoPrefs.BookCloseDate vs the oldest calendar month it hasn't yet covered - days the books have gone unclosed past that month's |
        | **QuickBooks Health Score**                   | Merchant rule      | Composite: AR-aging-low x order-invoice-reconciled x cash-positive x close-on-track.                                                                   |
        | **Unreconciled Ecom Orders (no QBO invoice)** | Merchant rule      | Alerts for Unreconciled Ecom Orders (no QBO invoice).                                                                                                  |
      </Accordion>

      <Accordion title="Protect revenue (5 signals)">
        | Signal                                               | Alert behaviour         | What it tracks                                                                                                                   |
        | ---------------------------------------------------- | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
        | **AR 60+ Days on Customers with Active Ecom Orders** | Alert band 1000 / 10000 | Customers tipping past 60 days on AR while still ordering - credit risk compounding. Hold or pre-pay before next fulfilment.     |
        | **AR Aging - 60+ Days**                              | Alert band 5 / 15       | Share of total AR sitting in the 61-90 + 91+ buckets of the Aged Receivables report. Collections risk.                           |
        | **Ecom Customers Absent from QBO Customer Master**   | Alert band 0 / 10       | Sync-app gap - repeat ecom buyers invisible to the QBO customer master breaks invoicing, sales-tax and customer-level reporting. |
        | **Ecom Orders Missing Matching QBO Invoice**         | Merchant rule           | Sync-app gap (A2X / Webgility / native connector) - revenue invisible to the books + sales-tax/VAT base understated.             |
        | **SKUs with QBO-vs-Ecom Inventory Drift >5%**        | Alert band 1 / 5        | QBO Plus inventory tracking required - card hides on Simple Start / Essentials plans that don't track quantity on hand.          |
      </Accordion>

      <Accordion title="Grow revenue (2 signals)">
        | Signal                           | Alert behaviour    | What it tracks                                                                  |
        | -------------------------------- | ------------------ | ------------------------------------------------------------------------------- |
        | **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | AR balance / (P\&L revenue / period days). Collections velocity.                |
        | **Net Income (month to date)**   | Watch only         | Net income row from the Profit and Loss report for the current period vs prior. |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (4)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="AR aging on 60+ day buckets above threshold">
        **Severity** high · **Outcome** Run operations · **Fix status** Report only

        More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, a growing 60+ day bucket is a leading indicator of bad debt building up.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-FIN-001`
      </Accordion>

      <Accordion title="ERP-vs-ecom inventory variance > 5% on SKUs with active orders">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Report only

        Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or holding stock back that is actually available, on exactly the products customers are ordering right now.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-INV-001`
      </Accordion>

      <Accordion title="Period close past deadline">
        **Severity** high · **Outcome** Run operations · **Fix status** Report only

        The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, tax filing and any lender or investor reporting expects to be final.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-CLOSE-001`
      </Accordion>

      <Accordion title="Ecom customers absent from ERP customer master after 7d">
        **Severity** medium · **Outcome** Run operations · **Fix status** Report only

        Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level reporting, is working with an incomplete customer base until this syncs.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-CUST-001`
      </Accordion>
    </AccordionGroup>

    #### Build your own automated fixes

    Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **6 read** and **0 write** operations across companycompanyinfos, companypreferences, companyquerys, companyreportagedpayables, companyreportagedreceivables, companyreportprofitandloss on QuickBooks (API). Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=quickbooks-api)

    #### Ready to build your first QuickBooks (API) workflow

    Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

    <Accordion title="Browse the operations you can build with">
      | Resource                     | Read operations | Write operations |
      | ---------------------------- | --------------- | ---------------- |
      | companycompanyinfos          | 1               | 0                |
      | companypreferences           | 1               | 0                |
      | companyquerys                | 1               | 0                |
      | companyreportagedpayables    | 1               | 0                |
      | companyreportagedreceivables | 1               | 0                |
      | companyreportprofitandloss   | 1               | 0                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>
  </Tab>
</Tabs>