The guide.

AttiBooks lives inside your Attio workspace as a native app. Open Attio, click your workspace name, then Settings → Apps → Browse, search for AttiBooks, and install it. You will need workspace admin permissions.

Your Attio workspace is paired with an AttiBooks account — that’s what carries your plan, your invoice quota, and your automation history. Create the account first at attibooks.com/get-started and confirm the verification email we send you.

Then, in Attio, open AttiBooks → Workspace settings → AttiBooks Account and press “Link Account”. A dialog opens with a one-time link — follow it to attibooks.com, confirm the workspace, and you’re paired. The button’s description line then reads Linked to you@company.com (free plan).

Open AttiBooks in the left sidebar of Attio. The header shows a Connect QuickBooksbutton — clicking it triggers Intuit’s OAuth flow. Sign in to your QuickBooks Online account and authorize access. Attio handles token storage and refresh automatically; you never paste a key.

Once connected, open AttiBooks → Workspace settings → 1. QuickBooks Connection and press “Check Status”. You should see a green success toast with your QuickBooks Company ID. If it reads Not connected, repeat the OAuth flow from the app header.

AttiBooks ships with two ways to create invoices. You can switch anytime from settings.

Set the invoice_mode field to quick or custom. Quick mode is best for repeatable services with consistent rates. Custom mode is best for project-based work where every invoice is bespoke.

AttiBooks pulls invoice data from the Attio record you click on. Fill in 5. Source Fields (optional) in workspace settings — each field is a dropdown of the real attributes on your target objects, grouped by object. Leave blank to use the template defaults from Section 3.

When a source field is missing on a record, AttiBooks falls back to these defaults — so you never get a half-built invoice.

After QuickBooks accepts the invoice, AttiBooks writes data back to your Attio record so your CRM reflects reality. Create attributes on your source object and map each one here.

Pro plans can store every invoice as its own Attio record. In 7. Advanced, turn on “Store invoices as Attio records”, then press “Run Setup”. AttiBooks provisions an invoices object with all standard attributes (doc number, status, totals, customer, QBO IDs, sync metadata).

Optionally set invoice_object_slugto point at an existing custom object — useful if you already model invoices and want AttiBooks to write to your schema.

Enabling this object also unlocks two record actions on invoices: Edit Invoice in QuickBooks and Void in QuickBooks (see section 10).

Open any record on a target object. In the actions menu, choose Create QuickBooks invoice. In Quick mode, the invoice is sent to QBO immediately and a success toast confirms the invoice number. In Custom mode, a dialog appears with the full builder: add lines, pick a Products & Services item for each, apply a tax code and a discount, and edit every field before submission.

Within seconds, your record refreshes with the QBO invoice number, status, and a clickable link straight to QuickBooks.

Once the Invoice object is enabled, open any invoice record in Attio and you’ll see two extra actions:

Edit Invoice in QuickBooksopens a dialog for controlled fields — due date and memo always, line items only while the invoice is unpaid. Submitting pushes the change straight to QBO.

Void in QuickBooksasks for confirmation, then voids the invoice via the QBO API and re-syncs so the Attio record reflects the voided state. This is explicit on purpose — AttiBooks never auto-deletes anything in QuickBooks.

Not every deal starts with an invoice. AttiBooks can create a QuickBooks estimatefrom the same record data — same field mapping, same line items, tax and discount options — and turn it into an invoice when the deal closes.

Open any record and choose Create QuickBooks Estimate. The estimate number, status, and a link back to QuickBooks are written to the estimate writeback fields from section 7.

When the customer says yes, run the Convert estimate to invoiceworkflow block — typically on a deal reaching Closed Won. It copies the estimate’s lines into a new invoice and links the two together in QuickBooks, so the job reads as one story on their side.

AttiBooks pulls updates from QuickBooks using the Change Data CaptureAPI — only invoices modified since the last run. The first sync backfills recent invoices; every subsequent sync is incremental.

There are three ways to trigger a sync:

Each sync updates the Invoice object with the latest status, balance, dates, and customer info from QBO. Writes to QBO (creation, edits, voids) happen immediately through the corresponding record actions.

Everything above is a button someone presses. AttiBooks also ships seven workflow blocks so Attio can do it for you. Open Attio → Workflows → New workflow, pick a trigger (record created, stage changed, a scheduled run), then add a step and search for AttiBooks.

Each block reads the same workspace settings you filled in above — the field mapping, the writeback attributes, the template defaults. Nothing to configure twice. Every block writes its result back to the record, and failures land in writeback_sync_error exactly like manual runs do.

Blocks branch on their outcome, so you can chain them: create an invoice when a deal is won, send it, then sync it back on a schedule until it’s paid.

Every run — created, synced, sent, pushed, skipped, failed — is recorded with its reason and shows up in your dashboard activity feed.

Sign in at attibooks.com/login to see the account side of things: which Attio workspaces are linked, the plan on each one, invoices used this month against your limit, and the last runs of every automation with their status and skip reason.

Until setup is finished, the dashboard shows a checklist — verify email, link a workspace, connect QuickBooks, create your first invoice — and refreshes itself as you complete each step in Attio. Once it’s green, it turns into a status page.

Billing lives here too. Each workspace card carries Upgrade (monthly or yearly), Manage billing— which opens Stripe’s customer portal for invoices, card changes, and cancellation — and Unlink, which detaches that Attio workspace from your account. Unlinking stops AttiBooks working in that workspace until you link it again; invoices already in QuickBooks are untouched.

Hit the free limit and AttiBooks blocks new invoice creation until next month or until you upgrade. Existing invoices keep syncing — nothing is locked retroactively.