QuickBooks Online | AI Agent Tools

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About QuickBooks Online

QuickBooks Online is a comprehensive financial management platform designed to streamline business operations. It offers features such as invoicing, expense tracking, payroll management, and financial reporting, which enable businesses to maintain accurate financial records and make informed decisions. The platform also supports real-time dashboards for monitoring financial health and automates tasks like tax preparation and payment processing. Additionally, it integrates well with remote teams and scales according to business needs. By using QuickBooks Online, businesses can reduce administrative burdens and focus on growth strategies.

Available Actions

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

Add Line Item to Invoice

3 inputs

Add a line item to an existing invoice in QuickBooks Online.

Inputs

InvoiceId

The unique identifier of the existing invoice to which a line item will be added.

LineItem

The line item object containing details such as description, amount, and item details to add to the invoice.

AccessToken

The OAuth 2.0 access token to authenticate the API request.

Create Invoice

2 inputs

Create an invoice with specified line items and customer details.

Inputs

Line

List of line items, each including details about the product or service being sold.

CustomerRef

Reference to the customer for whom the invoice is being created.

Create Invoice

2 inputs

Create an invoice using QuickBooks Online API.

Inputs

Line

List of line items in the invoice. Each item must contain details like DetailType, Amount, and SalesItemLineDetail.

CustomerRef

Reference to the customer for whom the invoice is being created. Must include at least the 'value' key identifying the customer ID.

Create New Account

4 inputs

Create a new account in QuickBooks Online

Inputs

Name

Name of the new account.

AccountType

Type of the account, e.g., Asset, Liability.

AccountSubType

Subtype of the account, providing more specific categorization.

Description

Description for the new account.

Get Account Details

3 inputs

Retrieve detailed information about a specified account in QuickBooks Online.

Inputs

AccountId

The ID of the account whose details you want to retrieve.

AccessToken

The OAuth 2.0 token used for authentication with the QuickBooks Online API.

RealmId

The QuickBooks Online company ID (realm ID) for which the API call is being made.

Get Accounts

2 inputs

Fetch accounts from QuickBooks Online using the accounting API.

Inputs

accessToken

Authentication token to authorize API calls.

realmId

Unique identifier for the QuickBooks company.

Get Employee Details

3 inputs

Retrieve employee details from QuickBooks Online using the API.

Inputs

companyId

The ID of the company in which the employee details are to be retrieved.

employeeId

The ID of the employee whose details are to be retrieved.

accessToken

OAuth access token for authenticating the API request.

Payment Processing

5 inputs

Process a payment transaction using the QuickBooks Payments API

Inputs

amount

The total amount of money to be processed in the transaction

currency

The currency in which the payment is being processed, such as 'USD' or 'EUR'

paymentMethodId

The unique ID tied to the payment method being used for the transaction

customerId

An optional unique identifier for the customer initiating the transaction

accessToken

The access token obtained through the OAuth 2.0 process, used for authenticating API requests

Read Company Information

2 inputs

Retrieve details of the CompanyInfo object.

Inputs

realmID

Identifier for the QuickBooks company to retrieve information from.

access_token

OAuth 2.0 access token used for authorization.

Retrieve Bills

3 inputs

Retrieve a detailed list of bills from QuickBooks Online using OAuth authentication

Inputs

CompanyID

The unique identifier for the QuickBooks company from which bills are to be retrieved.

accessToken

OAuth 2.0 access token for authentication with QuickBooks Online API.

query

Optional SQL-like query to filter specific bill records.

About QuickBooks Online

Available Actions

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

Add Line Item to Invoice

3 inputs

Add a line item to an existing invoice in QuickBooks Online.

Inputs

InvoiceId

The unique identifier of the existing invoice to which a line item will be added.

LineItem

The line item object containing details such as description, amount, and item details to add to the invoice.

AccessToken

The OAuth 2.0 access token to authenticate the API request.

Create Invoice

2 inputs

Create an invoice with specified line items and customer details.

Inputs

Line

List of line items, each including details about the product or service being sold.

CustomerRef

Reference to the customer for whom the invoice is being created.

Create Invoice

2 inputs

Create an invoice using QuickBooks Online API.

Inputs

Line

List of line items in the invoice. Each item must contain details like DetailType, Amount, and SalesItemLineDetail.

CustomerRef

Reference to the customer for whom the invoice is being created. Must include at least the 'value' key identifying the customer ID.

Create New Account

4 inputs

Create a new account in QuickBooks Online

Inputs

Name

Name of the new account.

AccountType

Type of the account, e.g., Asset, Liability.

AccountSubType

Subtype of the account, providing more specific categorization.

Description

Description for the new account.

Get Account Details

3 inputs

Retrieve detailed information about a specified account in QuickBooks Online.

Inputs

AccountId

The ID of the account whose details you want to retrieve.

AccessToken

The OAuth 2.0 token used for authentication with the QuickBooks Online API.

RealmId

The QuickBooks Online company ID (realm ID) for which the API call is being made.

Get Accounts

2 inputs

Fetch accounts from QuickBooks Online using the accounting API.

Inputs

accessToken

Authentication token to authorize API calls.

realmId

Unique identifier for the QuickBooks company.

Get Employee Details

3 inputs

Retrieve employee details from QuickBooks Online using the API.

Inputs

companyId

The ID of the company in which the employee details are to be retrieved.

employeeId

The ID of the employee whose details are to be retrieved.

accessToken

OAuth access token for authenticating the API request.

Payment Processing

5 inputs

Process a payment transaction using the QuickBooks Payments API

Inputs

amount

The total amount of money to be processed in the transaction

currency

The currency in which the payment is being processed, such as 'USD' or 'EUR'

paymentMethodId

The unique ID tied to the payment method being used for the transaction

customerId

An optional unique identifier for the customer initiating the transaction

accessToken

The access token obtained through the OAuth 2.0 process, used for authenticating API requests

Read Company Information

2 inputs

Retrieve details of the CompanyInfo object.

Inputs

realmID

Identifier for the QuickBooks company to retrieve information from.

access_token

OAuth 2.0 access token used for authorization.

Retrieve Bills

3 inputs

Retrieve a detailed list of bills from QuickBooks Online using OAuth authentication

Inputs

CompanyID

The unique identifier for the QuickBooks company from which bills are to be retrieved.

accessToken

OAuth 2.0 access token for authentication with QuickBooks Online API.

query

Optional SQL-like query to filter specific bill records.