The catalogue/QuickBooks
QuickBooks
app.quickbooks
Manage invoices, customers, and payments with QuickBooks Online
Version2.0.0
Categoryfinance
AuthOAuth 2
Tools18
Transportstdio
LicenceMIT
01
What it does
The app, in its own words.
QuickBooks Online accounting — manage invoices, customers, payments, accounts, items, and reports.
02
Tools
18 tools the agent can call.
Every one is declared with typed parameters and returns structured results, so the host can render them instead of narrating them.
- create_customerCreate a new customer in QuickBooks Online. Returns the created customer object.
- create_estimateCreate a new estimate in QuickBooks Online. Requires a customer reference and at least one line item.
- create_invoiceCreate a new invoice in QuickBooks Online. Requires a customer reference and at least one line item.
- create_vendorCreate a new vendor in QuickBooks Online. Returns the created vendor object.
- get_accountGet detailed information about a specific QuickBooks account from the chart of accounts.
- get_balance_sheetGet the Balance Sheet report for a date range from QuickBooks Online.
- get_company_infoGet company information for the connected QuickBooks Online account, including name, address, and fiscal year.
- get_customerGet detailed information about a specific QuickBooks customer.
- get_invoiceGet detailed information about a specific QuickBooks invoice.
- get_paymentGet detailed information about a specific QuickBooks payment.
- get_profit_and_lossGet the Profit and Loss (income statement) report for a date range from QuickBooks Online.
- list_accountsList accounts (chart of accounts) from your QuickBooks Online account. Returns up to maxResults accounts.
- list_billsList bills from your QuickBooks Online account. Returns up to maxResults bills.
- list_customersList customers from your QuickBooks Online account. Returns up to maxResults customers.
- list_invoicesList invoices from your QuickBooks Online account. Returns up to maxResults invoices.
- list_itemsList items (products and services) from your QuickBooks Online account. Returns up to maxResults items.
- list_vendorsList vendors from your QuickBooks Online account. Returns up to maxResults vendors.
- update_customerUpdate an existing customer in QuickBooks Online. Requires the customer Id and SyncToken (from a previous get_customer call).
03
Auth and permissions
What it asks for.
Declared in the manifest, in advance. The app cannot reach anything it did not ask for here.
Scopes
com.intuit.quickbooks.accounting
System secrets
CLIENT_IDCLIENT_SECRETREDIRECT_URI
User secrets
ACCESS_TOKENREFRESH_TOKENREALM_ID
Reading further
The manifest and the source for QuickBooks live in the monorepo, alongside the other apps.