Connect QuickBooks to your AI agent

Finance 114 actions available

Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

We set up the connection using your own QuickBooks account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in QuickBooks

Each one is a real action the agent can take on its own, the same things a person clicking around QuickBooks could do. Read-only by default; write actions are confirmed against your policy.

  • Capture Charge Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge a…
  • Create Account Create a new account in QuickBooks with the given parameters.
  • Create Bank Account Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.
  • Create Bill Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or se…
  • Create Bill Payment Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.
  • Create Class Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments.
  • Create Credit Memo Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments.
  • Create Customer Create a new customer in QuickBooks with the given parameters.
  • Create Deposit Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other fu…
  • Create eCheck Payment Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's ban…
  • Create Employee Create a new employee in QuickBooks.
  • Create Estimate Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This a…
  • Create Invoice Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer I…
  • Create Item Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog.
  • Create Journal Entry Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equa…
  • Create Payment Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payme…
  • Create Purchase Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors.
  • Create Purchase Order Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services.
  • Create Refund Receipt Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services.
  • Create Sales Receipt Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card).
  • Create Tax Agency Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes.
  • Create Tax Code via TaxService Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates.
  • Create Time Activity Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors.
  • Create Vendor Create a new vendor in QuickBooks with the given details.
  • Create Vendor Credit Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe.
  • Customer Balance Detail Generate a balance detail report for a customer in QuickBooks with the given customer ID.
  • Customer Balance Report Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with custo…
  • Delete Bank Account Tool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API.
  • Delete Item Delete an item in QuickBooks Online by marking it as inactive (soft delete). Items cannot be permanently deleted if they have been used in transactions. Use this action when removing items from active catalogs while pre…
  • Execute Batch Operation Execute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when…
  • Aged Receivables Report Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging.
  • Get Attachable Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills.
  • Get Balance Sheet Report Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes.
  • Get Bank Account Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer.
  • Get Bill Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status.
  • Get Bill Payment Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment.
  • Get Changed Entities Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within t…
  • Get Company Info Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status.
  • Get Credit Memo Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount.
  • Get Credit Memo PDF Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo.
  • Get Department Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department.
  • Get Deposit Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata.
  • Get Estimate Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token.
  • Get Estimate PDF Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate.
  • Get Exchange Rate Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency.
  • Get General Ledger Report Generate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account.
  • Get Inventory Valuation Summary Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item.
  • Get Invoice PDF Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice.
  • Get Item Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item.
  • Get Journal Entry Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references.
  • Get Payment Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions.
  • Get Payment Method Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity.
  • Get Payment PDF Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment.
  • Get Company Preferences Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other com…
  • Get Profit and Loss Detail Report Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns,…
  • Get Profit and Loss Report Generate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range.
  • Get Purchase Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata.
  • Get Purchase Order Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata.
  • Get Purchase Order PDF Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order.
  • Get Refund Receipt Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer.
  • Get Refund Receipt PDF Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt.
  • Get report account list Retrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information.
  • Get report aged payable detail Generate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods.
  • Get report aged payables Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue…
  • Get report aged receivable detail Generate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods.
  • Get report cash flow Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period.
  • Get report class sales Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories.
  • Get report customer income Generate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period.
  • Get report customer sales Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names…
  • Get report department sales Generate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking m…
  • Get report item sales Generate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin.
  • Get Reports Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options.
  • Get report trial balance Generate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation.
  • Get Sales Receipt Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata.
  • Get Sales Receipt PDF Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt.
  • Get Tax Rate Tool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate.
  • Get Term Read details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt.
  • Get Time Activity Tool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer.
  • Get Transaction List Report Get the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria.
  • Get Transfer Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount.
  • Get Vendor Credit Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status.
  • Get Vendor Expenses Report Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by…
  • List Cards Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer.
  • List Departments Query Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses,…
  • List Invoices Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.
  • Query Account Entities Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions…
  • Query Account Entities Query Account entities in QuickBooks using SQL-like syntax. Use this action when you need to retrieve multiple accounts from the chart of accounts with filtering, sorting, or pagination. IMPORTANT: Queries the Account e…
  • Query Attachable Entities Query Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments.
  • Query Bills Query Bill entities in QuickBooks using SQL-like syntax. Returns bills with vendor information, line items, amounts, due dates, and payment status. Use this action when you need to search or filter bills by criteria suc…
  • Query Customer Entities Query Customer entities in QuickBooks using SQL-like syntax. Use this action when you need to find customers by name, email, balance, active status, or other criteria with pagination support. IMPORTANT: Queries the Cust…
  • Query QuickBooks Entities Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Ma…
  • Query Estimate Entities Query Estimate entities in QuickBooks using SQL-like syntax. Returns estimates matching specified criteria such as status, customer, date range, or amount. Use this action when you need to search for, filter, or list Qu…
  • Query Invoices Query QuickBooks invoices with flexible filtering and pagination support. Use this action when you need to search for invoices based on specific criteria like customer, date range, amount, or payment status. Use when re…
  • Query Item Entities Query Item entities in QuickBooks using SQL-like syntax. Use this action to search, filter, and retrieve products and services from the QuickBooks catalog. IMPORTANT: Queries Item entity ONLY. For other entities use the…
  • Query Payment Entities Query Payment entities in QuickBooks using SQL-like syntax. Use when searching, filtering, or listing payments by date, customer, amount, or other attributes. For a single payment by ID, use GetPayment instead.
  • Query Vendor Entities Query Vendor entities in QuickBooks using SQL-like syntax. Returns vendors matching the specified criteria with full details. Use this action when you need to search, filter, or list vendors based on conditions such as…
  • Read Account Read an account in QuickBooks with the given account ID.
  • Read Class Read details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions.
  • Read Customer Read a customer in QuickBooks with the given customer ID.
  • Read Employee Read an employee's details in QuickBooks with the given employee ID.
  • Read Invoice Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.
  • Read Vendor Read a vendor in QuickBooks with the given vendor ID.
  • Send Credit Memo Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer.
  • Update Attachable Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. Requires the attachable Id and current SyncToken for optimistic locking.
  • Update Company Info Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. Requires Id and SyncToken from a previous read operation.
  • Update Department Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts.
  • Update Full Invoice Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.
  • Update Payment Method Tool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken.
  • Update Preferences Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement.
  • Update Sparse Invoice Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.
  • Update Term Tool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken.
  • Update Transfer Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts.
  • Vendor Balance Detail Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.
  • Vendor Balance Report Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific v…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own QuickBooks account. We never see your password, and you can revoke access from QuickBooks at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

QuickBooks questions, answered.

You sign in with your own QuickBooks account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from QuickBooks at any time.
The actions QuickBooks's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put QuickBooks to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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