Amazon S3
Store documents in your S3 buckets, and watch them for new files to import.
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Partners · Integrations
QBO sits above your existing systems. Storage, messaging, AI models, sign-on, payments, and data sources connect through configuration, not custom code, so you keep what works and orchestrate around it.
Cloud partners
Quandis is a partner of Amazon Web Services, Google Cloud, and Microsoft.
Store documents in your S3 buckets, and watch them for new files to import.
Store documents in Azure storage accounts.
Store documents in Google Cloud Storage buckets.
Read and write documents in Google Drive.
Work with documents stored in Microsoft 365 through Microsoft Graph.
Exchange files with partners’ servers, and watch folders for new documents and imports.
Store documents on Windows file shares and SANs.
View and edit Word, Excel, and PowerPoint documents in the browser, with real-time co-authoring, while files stay in QBO storage. Built on Microsoft’s Cloud Storage Partner Program (WOPI).
Send documents for signature and receive the signed copies back on the record.
Merge QBO data into Word, Excel, and PDF documents, and score data with Excel workbooks.
Generate Office documents in the Open XML format.
Produce analytics-ready data files for warehouses and data lakes.
Send email through your own mail servers.
Send high-volume email through Amazon Simple Email Service.
Send email through SendGrid.
Send SMS text messages.
Post notifications to Teams channels.
Receive inbound email and link it, with attachments, to the right record.
Telephony for contact centers working from QBO records.
Send certified mail and track it: USPS tracking, postal fees, green cards, return mail, and affidavits.
Classification, extraction, review memos, replies, and batch processing.
The same AI capabilities through Gemini on Google Cloud, with context caching for long instructions.
The same AI capabilities through OpenAI models.
The same AI capabilities through models hosted in your AWS account.
Let QBO’s AI agents use tools from external MCP servers.
Single sign-on with Microsoft accounts.
Single sign-on with Google accounts.
Single sign-on with any OpenID Connect identity provider.
Keep encryption keys and secrets in AWS’s managed services.
Charge stored payment methods against ledger balances.
Connect QBO ledgers and payments to QuickBooks.
Import spreadsheets and delimited or fixed-width files, and produce Excel reports.
Bulk-load data straight into staging tables, and run queries as data sources.
Call external REST services as data sources for workflows and scoring.
Score records with machine-learning models.
Verify active-duty military status for SCRA and MLA, in real time or batch.
Search federal bankruptcy filings and dockets.
Run death and bankruptcy scrubs against your records.
Order credit reports and keep the report and its liabilities on the record.
Attorney case management (including CaseAware). Firms report case status to QBO and run bankruptcy and docket searches from inside their case management system.
Attorney case management that exchanges case data with QBO through the API.
Receive foreclosure and bankruptcy referrals from NetDirector, and send status events and documents back.
Receive attorney referrals from Clarifire, and send acceptances or declines back.
Send sale orders, postponements, cancellations, and bid instructions, and receive sale results with documents.
Deep integration with leading mortgage servicing systems: web services for real-time loan data, and bulk data exchange through scheduled file imports.
Trigger Zaps from completed transactions in QBO’s events hub.
Notify your systems the moment a transaction completes, with filtering on event data and an optional CloudEvents format.
Run long-running operations on app servers through SQS queues.
Queue operations inside SQL Server.
Don’t see your system? Every QBO operation is available through the same API pattern, and new integrations are plugins rather than custom builds. See Architecture & APIs.
Talk to our team