Skill

Total income / Income by customer

QuickBooks Online income report displays information about income, expenses, and net income by customers.

Hala.ai Customer income example

Card elements

With Hala Digital Assistant for bookkeeping, you could retrieve the accounting software's data in a few seconds. Sometimes you need to know what the turnover is with the customer or get the report and see how much revenue you did with some particular customer for a period of time. Use natural language for obtaining such information via Hala Digital Assistant. You can ask, "I need a turnover for the customer Disney" and the assistant will check the information in accounting software and provide you an answer.

The card includes the next information:

  • Name of the customer;
  • Income;
  • Expenses;
  • Net Income;

How to use

As an example, you can use the next utterances to execute this skill:

How much we did with {Name of the customer} this year?

How much we did this year?

Our income this month

Customer income

Turnover with the customer {Name of the customer}

Default values

The card, by default, is using the following period: This Year-to-date

Card options

For each card, Hala has additional options that can be executed by users when they see the report:

  • Option 1 - You can get total income filtered by one customer;
  • Option 2 - You can get total income filtered by all customers;

Integration

This skill is by default available for the next enterprise software:
QuickBooks-Logo_Horz

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