Attibooks

AttiBooks connects your Attio workspace to QuickBooks Online so you can create, update, and track invoices without leaving your CRM.

Stop switching tabs to copy customer details into QuickBooks. Open a Company, Person, Deal, or custom object record in Attio, click Create Invoice, and a real QuickBooks invoice is generated instantly, pre-filled from your Attio data.

What you get:

• One-click invoice creation from Company, Person, Deal, and custom object records
• Automatic writeback: invoice ID, number, status, and URL land on the Attio record after each send
• Sync errors surface directly on the Attio record, with no need to dig through logs
• On-demand pull from QuickBooks: click "Sync Invoices from QuickBooks" to refresh statuses, balances, and totals in Attio
• Edit or void invoices in QuickBooks directly from the matching Attio record
• Custom Invoice object (Pro): store every invoice as a searchable Attio record, so you can filter, sort, and report on invoice history
• Field mapping: map any Attio attribute to an invoice field, including customer name, email, rate, quantity, currency, and due date
• Two creation modes: Quick for speed, or Custom form for full control before sending

The Free plan includes 10 invoices per month. Pro unlocks unlimited invoices and the custom Invoice object for €39/month.

1. Install AttiBooks from the Attio Marketplace.
2. Connect your QuickBooks Online account from the settings page. AttiBooks handles OAuth tokens and refreshes them automatically.
3. Open any record in Attio and click "Create QuickBooks Invoice" from the record actions menu.
4. The invoice is created in QuickBooks and the details are written back to your Attio record.
5. Click "Sync Invoices from QuickBooks" on any record to pull the latest invoice statuses back into Attio whenever you need them.

Open AttiBooks workspace settings to configure:

• QuickBooks connection: verify status and set the environment (sandbox or production)
• Invoice mode: Quick (one-click) or Custom (editable form before sending)
• Template defaults: service description, rate, quantity, currency, and payment terms
• Writeback fields: map which Attio attributes receive invoice data, including ID, number, status, URL, last sync, and sync errors
• Source fields: optionally map Attio attributes to pre-fill invoice fields instead of using defaults
• Target objects: choose which objects show the Create Invoice action
• Invoice object: toggle storing every invoice as a searchable Attio record (Pro)