QuickBooks | AI Agent Tools

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About QuickBooks

QuickBooks enables businesses to track income and expenses, automate invoicing and bill payments, and manage payroll and taxes all in one place. It offers real-time dashboards for financial health, integrates with bank accounts for seamless transaction syncing, and helps users stay compliant with tax requirements. The platform supports advanced features like inventory management, time tracking, and customizable reporting. Users can connect with accounting experts for guidance and automate repetitive financial tasks. QuickBooks streamlines business operations, reduces manual errors, and provides actionable insights for better decision-making.

Available Actions

These are the specific actions that AI agents can perform with this tool

Bill Query

10 inputs

Retrieve a list of bills from QuickBooks that are to be paid by check.

Inputs

metaData

Specifies whether to return only the count of query objects, count with data, or no count at all.

iterator

Breaks down query results into manageable chunks. Only valid for the current QuickBooks session.

iteratorID

Identifies which iteration to use for continuing the query.

TxnIDList

One or more TxnID values to query specific bills.

RefNumberList

A list of one or more RefNumber values to query specific bills.

EntityFilter

Filter bills associated with a specific entity like Vendor or Customer.

PaidStatus

Filter bills based on their paid status.

IncludeLineItems

Include line items of bills in the response.

IncludeLinkedTxns

Include linked transactions in the response.

OwnerIDList

Specifies the ID of the data extension owner.

Create Invoice

2 inputs

Create an invoice in QuickBooks Online for a customer with specified line items.

Inputs

Line

A list representing line items on the invoice, each with detail types such as sales item details.

CustomerRef

Reference to the customer for whom the invoice is being created, identified by the customer's ID.

Get Accounts

2 inputs

Retrieve a list of accounts from QuickBooks Online

Inputs

realmId

The unique identifier for the QuickBooks Online company.

accessToken

Access token obtained from the OAuth 2.0 authentication process.

Process Payment

6 inputs

Process a payment using the QuickBooks Payments API

Inputs

amount

The amount to be charged in the transaction

currency

The currency in which the payment is made

card_number

The credit card number for processing the payment

expiry_date

The expiration date of the credit card

cvv

The CVV security code of the credit card

access_token

OAuth 2.0 access token for authenticating API requests

About QuickBooks

Available Actions

These are the specific actions that AI agents can perform with this tool

Bill Query

10 inputs

Retrieve a list of bills from QuickBooks that are to be paid by check.

Inputs

metaData

Specifies whether to return only the count of query objects, count with data, or no count at all.

iterator

Breaks down query results into manageable chunks. Only valid for the current QuickBooks session.

iteratorID

Identifies which iteration to use for continuing the query.

TxnIDList

One or more TxnID values to query specific bills.

RefNumberList

A list of one or more RefNumber values to query specific bills.

EntityFilter

Filter bills associated with a specific entity like Vendor or Customer.

PaidStatus

Filter bills based on their paid status.

IncludeLineItems

Include line items of bills in the response.

IncludeLinkedTxns

Include linked transactions in the response.

OwnerIDList

Specifies the ID of the data extension owner.

Create Invoice

2 inputs

Create an invoice in QuickBooks Online for a customer with specified line items.

Inputs

Line

A list representing line items on the invoice, each with detail types such as sales item details.

CustomerRef

Reference to the customer for whom the invoice is being created, identified by the customer's ID.

Get Accounts

2 inputs

Retrieve a list of accounts from QuickBooks Online

Inputs

realmId

The unique identifier for the QuickBooks Online company.

accessToken

Access token obtained from the OAuth 2.0 authentication process.

Process Payment

6 inputs

Process a payment using the QuickBooks Payments API

Inputs

amount

The amount to be charged in the transaction

currency

The currency in which the payment is made

card_number

The credit card number for processing the payment

expiry_date

The expiration date of the credit card

cvv

The CVV security code of the credit card

access_token

OAuth 2.0 access token for authenticating API requests