Veltrix AI

QuickBooks

Included in all plans

https://quickbooks.intuit.com/

Connect QuickBooks to give owners, teams, and advisors a shared, read-only view of cash, profit, bills, invoices, and what needs attention. Ask questions, check the report behind every answer, and prepare reviews without pulling the same reports again.

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Installation instructions

1. Open Data Sources in Veltrix and click Connect on the QuickBooks tile.
2. Sign in to QuickBooks (Intuit) and choose the company file you want to connect.
3. Approve the read-only permissions. Veltrix starts pulling your QuickBooks data immediately.

Use cases

Run a quick health check.

Ask about cash, profit, bills, overdue invoices, or what changed this month. Owners get a clear view of the business. Finance teams and advisors get a faster first pass before review.

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Catch issues before the meeting.

Veltrix flags duplicate charges, unusual expenses, old receivables, mystery liabilities, and numbers that do not tie out. Everyone sees what needs attention before it becomes a harder conversation.

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Review every answer together.

Every answer shows the QuickBooks report behind it. Share the answer or save it to a dashboard so the owner, team, and advisor can work from the same numbers.

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Support

FAQs

Built from the first questions our trial users and advisors send us. Need something more specific? Chat with us — we usually reply within an hour on US business days.

Does Veltrix work with QuickBooks Online and QuickBooks Desktop?

Veltrix supports QuickBooks Online today. QuickBooks Desktop support is on the roadmap. If you need QuickBooks Desktop, tell us and we'll prioritize it based on demand.

Will connecting Veltrix change anything in my QuickBooks?

No. Veltrix uses QuickBooks' official secure connection to read your books only. Veltrix cannot create, edit, or delete invoices, bills, customers, vendors, or any other QuickBooks record — even if you ask it to.

Can I disconnect QuickBooks from Veltrix later?

Yes. Go to Settings → Data Sources → QuickBooks → Disconnect. Veltrix immediately stops reading new QuickBooks data and removes its working copy of your QuickBooks data within 30 days.

Can I share a Veltrix answer with my bookkeeper or accountant?

Yes. Every Veltrix answer shows the exact QuickBooks reports it used — Balance Sheet, Profit & Loss, Aged Receivables, General Ledger, and more — so your bookkeeper can validate it in seconds. On Core and Pro plans, you can also share interactive dashboards.

Does the QuickBooks integration cost extra?

No. The QuickBooks integration is included in every Veltrix plan — Starter, Core, and Pro — at no extra cost. Veltrix's pricing is based on seats and plan tier, not on which tools you connect.

How current is the QuickBooks data Veltrix shows?

Veltrix re-syncs your QuickBooks data on a regular schedule. Most users see updates from QuickBooks reflected in Veltrix answers within minutes of asking a new question.

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