Stop manually tagging invoices. QBOPilot reads the shipping address on every invoice and assigns the correct Class instantly.
How it works
Connect your QuickBooks company, and we handle the rest automatically.
Securely link your QuickBooks Online company with one click using OAuth 2.0. Your credentials never touch our servers.
We auto-map your existing Classes to all 50 US states. Fine-tune state and county-level rules if you need more control.
Every new or updated invoice is caught by real-time webhooks and tagged with the correct Class automatically.
Features
Everything you need to automate class assignments across your QuickBooks companies.
Pre-configured rules for every US state plus county-level overrides for complex jurisdictions.
Instant processing via Intuit webhooks. Invoices are classified within seconds of creation or update.
Connect and manage multiple QuickBooks Online companies from a single deployment.
OAuth 2.0 authentication, encrypted token storage, webhook signature verification, and API key protection.
Reads ShipAddr from invoices with customer-address fallback to ensure every invoice gets classified.
Auto-refreshing tokens, automatic retries, and self-healing connections keep everything running.