Create, sync, and track QuickBooks invoices without ever leaving Attio. One click. Always in sync.
Features
A complete invoicing workflow, built natively into Attio.
Create a QuickBooks invoice from any record. No switching tabs, no copy-pasting.
Invoice paid in QBO? Attio updates automatically. Always know what's outstanding.
Store every invoice as an Attio record. Filter, sort, and build reports on them.
Map any Attio attribute to an invoice field. Company name, deal amount, custom fields.
Companies, deals, or custom objects. Invoice from wherever your data lives.
Quick mode for speed. Custom form for control. Switch anytime in settings.
Create, sync, send, push, remind, quote and convert — seven blocks for Attio workflows. No Zapier.
Email the invoice through QuickBooks' own delivery — by hand or on a workflow.
Every automation run logged with its status and reason, visible in your dashboard.
Multiple lines, QuickBooks products and services, tax codes and discounts — not just one flat line.
Quote from a deal, then convert to an invoice when it closes. Linked together in QuickBooks.
Balance and amount paid land on the record, and overdue invoices chase themselves.
Why AttiBooks
The other ways to get invoices out of Attio don’t hold up. Here’s why.
Zapier
Record triggers a zap that builds a QBO invoice.
Build it yourself
Custom integration against the QuickBooks API.
Manual copy-paste
Open QBO in a tab and retype from the record.
How it works
Install AttiBooks in your Attio workspace, then link it to your AttiBooks account.
Authorize your QuickBooks account. We handle tokens, refresh, and sandbox vs production.
Open any record, hit Create Invoice — or let an Attio workflow do it for you.
Pricing
Free to start. Upgrade when you need more.
Free
For testing the workflow.
Pro
For teams that invoice every week.
* Requires Attio Pro for custom objects
An Attio app that creates and manages QuickBooks invoices from inside your CRM. No tab switching, no manual data entry.
You authorize via OAuth when you install the app. Attio securely stores your tokens and refreshes them automatically.
Yes. AttiBooks adds seven blocks to Attio’s workflow builder — create an invoice, sync its status, send it, push due date or memo changes, remind about overdue invoices, create an estimate, and convert one into an invoice. Pick a trigger in Attio, drop the block in, and it uses the same field mapping as the manual actions. Full details in the guide.
Yes — one account, linked to your workspace from AttiBooks settings in Attio. It carries your plan, your invoice quota, and your automation history. Your QuickBooks tokens stay inside Attio and are never sent to us.
Yes. Add as many lines as you need, each mapped to a QuickBooks product or service, plus a tax code and a percentage or fixed discount. Set defaults once in settings and quick mode uses them for every invoice.
Yes. Companies, deals, or any custom object in Attio. Configure which objects and fields to use in settings.
You get 10 invoices per month on Free. After that, upgrade to Pro for unlimited. Existing invoices are never affected. Pro is $29/mo or $290/year.
When an invoice is paid or updated in QuickBooks, we receive a webhook and update the Attio record automatically. Free plan syncs one way (QBO to Attio). Pro enables full two-way sync.
Create invoices in seconds, right from Attio. Free to start, no credit card required.
Get started for free