QBWebSyncQBWebSync · Ask your books
Ask your QuickBooks Desktop books a question, get a sourced answer
Skip the report menus. Ask who owes you the most, which invoices are overdue or what sold best this year, and get the answer from your own synced QuickBooks data — with the source and the time it last synced.
Answers you can check
Every answer says where its numbers came from — synced invoice data, or a live QuickBooks report — and when that data last synced. If the data needed has not synced yet, it tells you so instead of guessing.
It is read-only. It can look things up; it cannot create, edit or delete anything in your books.
- Source and sync time on every answer
- Read-only by design
- Refuses rather than guesses
Ask your books AI
Read-only · this company’s synced data and live QuickBooks reports
Who owes us the most?
The biggest balance is Campbell, Heather: Remodel — $13,900.00 open on one invoice (no. 1092, due 12/25).
Next: Mackey’s Nursery and Garden Supply at $13,900.00, then Robson Clinic at $12,420.98.
Which invoices are overdue?
Questions people ask
Receivables
Who owes us the most? Which invoices are overdue?
Sales
What were our top five items by sales this year?
Payables
What do we owe vendors right now?
Results
How does this year's Profit & Loss look?
FAQ
Frequently asked questions
Where does Ask your books get its data?
From the current company's synced data in QBWebSync and from live QuickBooks reports. Each answer shows which it used and when the data last synced.
Can it change anything?
No. It is read-only.
Can admins turn it off?
Yes. AI features can be switched off for the whole organization, and usage is limited and logged per organization.
More about QBWebSync
See QBWebSync with your own data
A small agent keeps a secure web portal in two-way sync with QuickBooks Desktop. Your team raises invoices, pays bills and runs reports online, turns PDF bills into entries with AI, and asks the books questions in plain English.