Supported actions
Sending invoices, voiding, deleting and payment collection are unavailable.
Reviewing changes
Invoice and estimate edits show the item count and line total when lines change. Select Show details to inspect every item, price, tax label and description. Line amounts use banker’s rounding to the nearest cent. A half-cent rounds toward the even cent: 10.075 becomes 10.08, while 10.065 becomes 10.06. After an interrupted update, Arro can check whether the current record already matches your requested changes without writing again. This confirms the current details, not which request applied them. If they differ, ask Arro to read the record before applying further changes.Customer details
Ask Arro to find an existing customer before creating another record. New customer names must be unique across QuickBooks customers, vendors and employees. You can provide contact details, a billing address and the customer’s currency when creating a record. Customer updates support names, email addresses, phone numbers and billing addresses. Tell Arro which fields to change or clear. Unspecified fields stay unchanged. Change accounting balances, tax settings, currency and active status directly in QuickBooks. If QuickBooks reports a duplicate name, ask Arro to find the existing record. If the customer’s version changed, ask Arro to read it again before applying your changes.Estimates
An estimate is a quote for proposed work or products. Creating one saves a pending quote without posting an invoice. The customer and sales items must exist in QuickBooks before you create the estimate. For example: “Prepare a quote for Acme for 2 hours of Consulting at 75 CAD per hour, expiring November 20.” Include tax treatment when needed. Arro checks the customer and item names against QuickBooks.
Creating or replacing lines supports up to 100 sales item lines.
A replacement includes every line you want to keep. Edit discounts, groups and linked transactions in QuickBooks.
Accepting quotes, manually changing their status and converting them into invoices are unavailable.
Arro reads the estimate before updating it. If its number or version changed, request another read before applying the edit.
If creation times out, ask Arro to check for the quote before creating another.
Sending a quote
Ask Arro to email an existing estimate and specify the recipient. Sending uses your action permissions. When approval is required, the card shows the quote, customer and recipient. QuickBooks also saves the recipient as the estimate’s billing email. Sending does not create an invoice or collect payment. Arro checks the quote’s number and version before sending. A successful send confirms QuickBooks sent the email, not that the customer received or accepted it. If sending is interrupted, check the quote’s sending history before requesting another email.Financial reports
The receivables aging report groups unpaid customer balances by how long they have been outstanding. Provide an as-of date so Arro can retrieve the balances and aging for that date. For profit and loss, provide a start and end date. You can request cash or accrual accounting. Without a specified basis, QuickBooks uses your company’s default. Arro includes the report’s dates, currency and accounting basis when presenting the results. If QuickBooks refuses report access, check your company permissions. If a report is too large, request a shorter period. An error does not mean the balances are zero.PDF downloads
Ask Arro to save an invoice or estimate PDF, and name a folder or filename if you prefer. The desktop app saves PDFs up to 2 MiB and returns the local file path. Choose a different filename to save another copy. “PDF exceeds the 2 MiB download limit. Download it from QuickBooks.” means you need to download the file directly from QuickBooks.Related
QuickBooks invoices
Prepare invoices and change billing details.
Plugins
Connect your company and manage action permissions.