Your AI receptionist captures leads. QuickBooks manages your finances. Connect them, and every new caller can automatically become a customer in QuickBooks — ready for estimates, invoices, and payment tracking without any manual data entry.
What Gets Automated
- New customer creation — caller name and phone number flow into QuickBooks as a new customer record
- Notes attached — the AI's call summary gets added as a customer note so you remember what they need when it's time to send an estimate
- Ready for invoicing — the customer record is already in QuickBooks when the job is done, so creating an invoice takes seconds
How to Set It Up
- Enable webhooks in your RingReady agent settings (setup guide)
- Create a Zap in Zapier with "Webhooks by Zapier" as the trigger
- Paste the webhook URL into RingReady
- Add QuickBooks Online as the action — choose "Create Customer"
- Map fields:
caller_name→ Display Name,from_phone_number→ Phone,summary→ Notes - Test and activate
Setup takes about 15 minutes.
Who Benefits Most
Solo operators and small teams who use QuickBooks as their primary business tool get the most value from this integration. If you're a plumber, electrician, or cleaning service owner who does your own books, having customers automatically appear in QuickBooks saves you from the most tedious part of admin work — data entry.
The workflow becomes:
- Customer calls → RingReady answers and captures their info
- Customer record auto-created in QuickBooks
- You do the job
- You open QuickBooks, find the customer (already there), and send the invoice
No more "who was that caller from Tuesday?" moments.
Get Started
QuickBooks integration works on all RingReady plans ($39/month) through Zapier. Start your free trial and connect to QuickBooks in 15 minutes. For a complete overview of all integrations, see our webhooks documentation.