QuickBooks + Microsoft Teams
Ask Microsoft Teams About Your QuickBooks Data
Bring QuickBooks into your Microsoft Teams workflow. Get answers about invoices, bills, and expenses without switching apps.
Ask questions in plain English — get answers in ~5 seconds
Strictly read-only — impossible to modify your accounting data
Granular permissions control what data each channel can see
Every conversation logged for full audit trail
What your team can ask
Real questions, answered in seconds from your QuickBooks data — right inside Microsoft Teams.
"What invoices are overdue by more than 30 days?"
AR specialist prioritizing follow-ups
"Show me all bills due this week"
AP coordinator planning payment runs
"What's our profit and loss for January?"
Owner reviewing monthly performance
How it works
Connect QuickBooks
Link your QuickBooks account through our secure admin portal. Read-only access — we never modify your data.
Data is cached
Your full QuickBooks dataset is replicated into a secure cloud database for fast, reliable queries.
Set permissions
Control what data each team can see — AR for sales, inventory for ops, or full visibility for execs.
Connect Microsoft Teams
Link a Microsoft Teams channel or account to a permission set. Your team starts asking questions immediately.
Need QuickBooks data inside Salesforce instead?
Breadwinner also offers a native Salesforce integration for QuickBooks — certified, SOC II compliant, and trusted by hundreds of companies for over 12 years. Different product, same trusted company.
Give your whole company access to QuickBooks data
Read-only. Permissioned. Logged. Set up in under an hour.