QuickBooks + Beside: Log call context to QuickBooks customer records

Why integrate QuickBooks with Beside

Collections and service calls move faster with clear context.

How it works

Beside matches each call, voicemail, voice memo, voice note, or text to a QuickBooks customer. If none exists, a customer can be created. We append AI notes that capture what happened and what comes next.

Features

• Auto create customers for first time callers
• Append AI summaries for collections or service follow up
• Tag accounts that need attention
• Clean, auditable history tied to the customer

How to connect this app

Beside uses Zapier to connect with this app and hundreds of others.

Step 1: Download Beside

Install Beside on iOS or Android. Integrations are managed from the mobile app.

Step 2: Open Zapier in Beside

Go to Settings → Connected Integrations → Zapier

Tap Connect Zapier.

Step 3: Choose the app you want to connect

Zapier will open in your browser.

Search for the app you want to connect and select it.

Tap Get started to begin creating your workflow.

Step 4: Set up your workflow

In Zapier, you’ll:

• Choose a Beside trigger, like a new call, voicemail, or message
• Choose an action in the app you selected
  

You can map fields like caller identity, AI summary, owner, and follow-up date.

Step 5: Turn it on

Once your Zap is live, new Beside events will automatically sync to the connected app.

That’s it. No manual exports. No duplicated work.