Triggering notifications based on account balance

Never thought about it but this is definitely a value-added feature.

You have couple of options here, both outside QBO.

1) Use Zapier + Google Sheets to keep track of running balance for an account and trigger email.

2) Use google apps script to pull account balance and trigger email. (more complex)

Thank you for dropping by the Community, KK2023-1. I appreciate you bringing this concern and I'd be glad to help. 

QuickBooks Online doesn't offer a built-in feature specifically designed for setting threshold alerts or custom rules for account balances. However, we can send direct feedback to our product engineers to consider this in the future:

However, this functionality is not available in QBO, I recommend submitting direct feedback to our product engineers: 
 

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Type in your feedback and product suggestions.
4. Click Next to submit them.

Your feedback on this is greatly appreciated, and it helps QuickBooks consider such scenarios for potential updates in their features. If you'd like to track the status of your feedback, please visit our QuickBooks Customer Feedback page. 

While waiting for potential product enhancements, consider looking for a third-party app that offers the capabilities of your needs for automating notifications based on account balances:

1. Go to Apps.
2. Then, Find apps. 
3. Search for an application that fits your business needs.



On the other hand, you have the capability to create custom reports that showcase your account balances with QBO Advanced. You can also set these custom reports to be automatically sent to your employees, thereby eliminating the need for manual exporting and distribution.

Here's how: 
 

1. Sign in to your account.
2. Go to Reports, then select Custom reports.
3. Find the report you'd like to schedule for email.
4. In the Action column, select Edit ✎, then turn on Set email schedule.
5. Set the email recurrence, and enter the email information.
   Note: To send the report as an Excel file, select Attach the report as an Excel file checkbox.
6. Select Save or Save and close.
   
   
   
   Additionally, you can also check out our Intuit Developer site since QBO has an API that allows for custom integrations. You can go through this article to get learn more and get started: Create and start developing your app. 
   
   Furthermore, you can also refer to this article cash flow report in QuickBooks Online. This will provide you the benefit of managing movement of money into and out of a business over a specific period.  
   
   Please let me know if you have further questions about the automation and customizing of reports. We are happy to assist. Have a great day ahead. 
    

Im actually working on an app for this called Lunova. We're currently in the middle of the QB App Store approval

process.

I was thinking about adding an integration for balance. I'd love to connect and work on that feature with you.

[email address removed]