> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks (API) on Vortex IQ > Monitor QuickBooks (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. Monitor QuickBooks (API) payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow. No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **14** | **4** | **Build your own** | **Ready to build yours** | **6** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 14 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | ---------------------------------------------------- | --------------- | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR 60+ Days on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | Customers tipping past 60 days on AR while still ordering - credit risk compounding. Hold or pre-pay before next fulfilment. | | **AR Aging - 60+ Days** | Protect revenue | Alert band 5 / 15 | Share of total AR sitting in the 61-90 + 91+ buckets of the Aged Receivables report. Collections risk. | | **AR Balance (live)** | Run operations | Watch only | Total outstanding customer balances from the Aged Receivables report. | | **Cash & Bank Balance** | Run operations | Watch only | Sum of CurrentBalance across Bank-classified accounts (AccountType = Bank). | | **Ecom Orders Missing Matching QBO Invoice** | Protect revenue | Merchant rule | Sync-app gap (A2X / Webgility / native connector) - revenue invisible to the books + sales-tax/VAT base understated. | | **Net Income (month to date)** | Grow revenue | Watch only | Net income row from the Profit and Loss report for the current period vs prior. | | **QuickBooks Health Score** | Run operations | Merchant rule | Composite: AR-aging-low x order-invoice-reconciled x cash-positive x close-on-track. | | **Unreconciled Ecom Orders (no QBO invoice)** | Run operations | Merchant rule | Alerts for Unreconciled Ecom Orders (no QBO invoice). | | **AP Aging - 60+ Days** | Run operations | Alert band 10 / 30 | Share of total AP in the 60+ buckets of the Aged Payables report. | | **Days Sales Outstanding (DSO)** | Grow revenue | Alert band 30 / 60 | AR balance / (P\&L revenue / period days). Collections velocity. | | **Ecom Customers Absent from QBO Customer Master** | Protect revenue | Alert band 0 / 10 | Sync-app gap - repeat ecom buyers invisible to the QBO customer master breaks invoicing, sales-tax and customer-level reporting. | | **Invoices Past Due (open AR > terms)** | Run operations | Merchant rule | Open invoices (Balance > 0) past their DueDate, ordered by days overdue x balance. | | **Period Close Overdue** | Run operations | Alert band 0 / 5 | Preferences.AccountingInfoPrefs.BookCloseDate vs the oldest calendar month it hasn't yet covered - days the books have gone unclosed past that month's end. | | **SKUs with QBO-vs-Ecom Inventory Drift >5%** | Protect revenue | Alert band 1 / 5 | QBO Plus inventory tracking required - card hides on Simple Start / Essentials plans that don't track quantity on hand. | ## Audit risks and opportunities A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | | **AR aging on 60+ day buckets above threshold** | high | Run operations | More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or | Report only | | **Period close past deadline** | high | Run operations | The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level repo | Report only | ### Build your own automated fixes 4 checks report findings on QuickBooks (API) today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 connectors** are available as building blocks, with approval, verification and rollback on every change. ## Automate approved work Vortex IQ is integrated with **6 read** and **0 write** operations across companycompanyinfos, companypreferences, companyquerys, companyreportagedpayables, companyreportagedreceivables, companyreportprofitandloss on QuickBooks (API). Combine them with anything from the **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=quickbooks-api) | Resource | Read operations | Write operations | | ---------------------------- | --------------- | ---------------- | | companycompanyinfos | 1 | 0 | | companypreferences | 1 | 0 | | companyquerys | 1 | 0 | | companyreportagedpayables | 1 | 0 | | companyreportagedreceivables | 1 | 0 | | companyreportprofitandloss | 1 | 0 | Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected. ### Ready to build your first QuickBooks (API) workflow Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*