How does the QuickBooks and Wallet integration automate accounting?

The integration automatically triggers QuickBooks actions, such as creating expenses or invoices, whenever a transaction is signed and executed via your organization's workflow wallet, eliminating manual data entry.

Can I manage organization funds directly through this workflow?

Yes. By using your B3OS workflow wallet, you can manage execution funds for onchain actions while simultaneously ensuring every movement is documented as a bill or expense in QuickBooks Online.

Does this integration support real-time financial reconciliation?

Absolutely. As soon as an onchain action is signed by the wallet, the corresponding accounting entry is pushed to QuickBooks, ensuring your books always reflect your current crypto liquidity and expenditures.

Is it possible to automate invoice generation for crypto payments?

Yes, you can configure workflows where a successful onchain payment via the wallet automatically generates and marks an invoice as paid within your QuickBooks Online account.

QuickBooks + Wallet Integration

Overview

Seamlessly bridge your decentralized assets with your traditional accounting ecosystem by integrating QuickBooks with your B3OS workflow wallet. Automate the synchronization of onchain transactions into QuickBooks Online to streamline expense tracking, bill management, and real-time financial reporting.

Popular ways to use the QuickBooks + Wallet integration onchain

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Acorns for Your Spare Crypto

Acorns for your crypto wallet on Base. Auto save the spare change from any incoming ERC-20 payment into cbBTC. For example, if you receive $1.50 in USDC on Base, then $0.50 gets set aside in a spare change pot. Once your pot hits your chosen threshold, it auto-swaps to cbBTC. Tiny transfers below your desired minimum are ignored, so dust and spam payments don't clutter your savings. ## Quick Setup 1. Import your wallet or use your B3OS Treasury Wallet 2. Pick the Base tokens you want to round down 3. Set a minimum - transfers under this amount are ignored, so dust and spam don't clutter your savings

Aerodrome: Auto Rewards Claimer

This workflow will claim any earned veNFT rewards from Aerodrome on a weekly basis, to include fees, bribes, emissions, and rebases. It will also send a summary of what was collected to a notification channel of your choosing. Quick Setup 1. Choose the wallet you wish to claim rewards with (either your embedded Treasury Wallet, or an imported wallet of your choosing) 2. Select a notification channel by which to receive updates upon claims successfully processing. 3. Test & publish

Batch Gas Funding

This workflow help you batch distribute gas to an unlimited list of wallets. You get to select the wallet which will fund the gas, the network you want and drop in a list of wallets. Once gas has been distributed to wallets, you will get a notification of completion. The default amount is 0.01 ETH/native token but can be adjusted. **Quick Setup:** 1. Select which wallet you want to fund gas from 2. Select where you'd like to be notified once workflow is complete 3. Drop in a list of addresses you want to receive gas 4. Specify the amount of gas you want to be dispensed into each wallet 5. Publish!

Clanker: Auto-take profit or stop loss on positions

Watches your open Clanker snipe positions and auto-sells the moment your take-profit or stop-loss threshold hits. Pricing comes from a live 0x DEX quote, so it works even for new tokens that haven't shown up on CoinGecko yet. Your profits land in whatever token and chain you pick Use it with the Clanker Launch Sniper template - snipe with that one, exit with this one #### Quick Setup 1. Import your wallet or use your B3OS Treasury Wallet 2. Pick the Slack channel for sell notifications 3. Set your take-profit eg 3 means sell when the position is worth 3× what you paid (200% gain) 4. Set your stop-loss eg 0.5 means sell when the position drops to half its buy price (50% loss) 5. Choose the chain and token you want your sell profits in (default: USDC on Base) 6. Test and publish

Supported triggers and actions

Polymarket Place Bet

Action

Place a bet (order) on Polymarket prediction markets. Supports BUY/SELL orders with GTC, FOK, or FAK order types. Flexible pricing modes: market, limit, or copy from variables. Ideal for: automated trading strategies, event-based betting, portfolio diversification, prediction market arbitrage.

Polymarket Redeem Positions

Action

Redeem (claim) winnings from resolved Polymarket prediction markets as pUSD. Supports both standard and neg risk markets (elections, multi-candidate events). Only works after a market has been resolved. Returns redeemed pUSD amount and transaction hash. Ideal for: automated profit collection, portfolio cleanup, post-resolution workflows, winnings consolidation.

Cross-Chain Swap (Relay)

Action

Swap or bridge tokens across chains using Relay Protocol. Supports same-chain swaps, cross-chain EVM transfers, and bridging to Solana. Configurable slippage.

Morpho Vault Get Position

Action

Get a wallet's current position in a MetaMorpho vault (ERC-4626). Returns vault share balance, underlying asset value, and token metadata. Supports Ethereum (1), Optimism (10), Polygon (137), Base (8453), Arbitrum (42161). Ideal for: portfolio tracking, rebalance decisions, position monitoring, yield reporting.

Morpho Vault Withdraw

Action

Withdraw tokens from a MetaMorpho vault (ERC-4626) on the Morpho Blue protocol. Supports withdrawal by asset amount or by vault shares (redeem). Supports Ethereum (1), Optimism (10), Polygon (137), Base (8453), Arbitrum (42161). Ideal for: yield harvesting, DeFi withdrawals, portfolio rebalancing, liquidity management.

Send ERC20 Token

Action

Send ERC20 tokens (USDC, USDT, DAI, WETH, etc.) to another wallet address. Validates balance before transfer. Works on any EVM chain. Ideal for: payments, automated payouts, DCA distribution, portfolio rebalancing.

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Overview