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Quickbooks

Use Quickbooks with AI Agents

accounts.platform.intuit.com

QuickBooks helps businesses manage finances efficiently by streamlining accounting, invoicing, and financial reporting

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QuickBooks is a comprehensive accounting platform designed to support small businesses in managing their financial operations effectively. It offers features such as income and expense tracking, customizable invoicing, and detailed financial reporting, which help businesses make informed decisions. Additionally, QuickBooks provides tools for inventory management, payroll processing, and tax preparation, making it a holistic solution for financial management. Its user-friendly interface and scalability ensure that businesses can adapt it to their growing needs. By automating tasks like bill tracking and payment scheduling, QuickBooks saves time and reduces manual errors.

AI Agent use cases for Quickbooks

AI agents can leverage QuickBooks to automate tasks such as generating invoices based on tracked billable hours, scheduling payments to vendors, and analyzing financial reports to provide insights on cash flow trends. These agents can also optimize inventory management by automatically updating stock levels and sending low-stock alerts, ensuring timely reorders. Furthermore, AI agents can assist in payroll processing by automating time tracking and tax calculations, ensuring accurate and timely payments to employees.

Agent Actions with Quickbooks

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

Create AP Aging Detail Report

Generates an Accounts Payable aging report to detail outstanding vendor balances by aging periods in QuickBooks Online.

11 inputs

Create Bill

Creates a new bill in QuickBooks to record an expense from a vendor.

3 inputs

Create Customer

Creates a new customer record in QuickBooks with the provided details

6 inputs

Create Estimate

Creates a sales estimate in QuickBooks to outline potential charges for a customer before invoicing.

23 inputs

Create Invoice

Creates a new invoice in QuickBooks to bill a customer for goods or services provided

14 inputs

Create Payment

Creates a payment record in QuickBooks to apply funds against invoices or customer balances

3 inputs

Create Profit and Loss Detail Report

Generates a detailed profit and loss report in QuickBooks Online summarizing income, expenses, and net profit over a specified period.

15 inputs

Create Purchase

Creates a new purchase transaction in QuickBooks to record business expenses.

4 inputs

Create Purchase Order

Creates a new purchase order in QuickBooks to document items or services to be acquired from a vendor.

13 inputs

Create Sales Receipt

Creates a sales receipt in QuickBooks to record a completed sales transaction with details of products or services sold.

2 inputs

Delete Purchase

Deletes a specified purchase record from QuickBooks Online to remove it from your accounting data.

1 input

Get Bill

Retrieves detailed information about a specific bill from QuickBooks accounting records.

1 input

Get Customer

Retrieves detailed information about a specific customer from QuickBooks.

1 input

Get Invoice

Retrieves detailed information for a specific invoice from QuickBooks accounting data.

1 input

Get My Company

Retrieves detailed information about the authenticated QuickBooks company profile.

Get Payment

Retrieves detailed information about a specific payment recorded in QuickBooks.

1 input

Get Purchase

Retrieves detailed information about a specific purchase transaction from QuickBooks Online.

1 input

Get Purchase Order

Retrieves detailed information about a specific purchase order from QuickBooks.

1 input

Get Sales Receipt

Retrieves detailed information about a specific sales receipt from QuickBooks Online.

1 input

Get Time Activity

Retrieves detailed information about a specific time activity recorded in QuickBooks.

1 input

Search Accounts

Retrieves a list of accounts from QuickBooks based on specified search criteria to facilitate financial data management.

4 inputs

Search Customers

Retrieves customer records from QuickBooks based on search criteria.

4 inputs

Search Invoices

Retrieves a list of invoices from QuickBooks based on specified search criteria.

4 inputs

Search Items

Searches for items in QuickBooks based on specified criteria to retrieve matching product or service records.

4 inputs

Search Products

Search for products in the QuickBooks inventory using query parameters.

4 inputs

Search Purchases

Retrieves a list of purchase transactions based on specified search criteria in QuickBooks.

4 inputs

Search Query

Executes a search query to retrieve detailed data for a specified QuickBooks entity using QuickBooks Online API.

1 input

Search Services

Searches for service items in QuickBooks based on specified criteria to retrieve detailed information.

4 inputs

Search Time Activities

Retrieves time activity records based on specified search criteria.

4 inputs

Search Vendors

Retrieves a list of vendors based on specified search criteria from QuickBooks.

4 inputs

Send Estimate

Sends an estimate to a customer via email using QuickBooks Online.

2 inputs

Send Invoice

Sends an invoice to the specified customer via email using QuickBooks Online.

2 inputs

Sparse Update Invoice

Update selected fields of an existing invoice in QuickBooks without altering unspecified data.

4 inputs

Update Customer

Updates the details of an existing customer in QuickBooks Online to keep customer information current.

57 inputs

Update Estimate

Updates an existing estimate in QuickBooks with new or modified information

24 inputs

Update Invoice

Updates the details of an existing invoice in QuickBooks to reflect changes in billing or items.

25 inputs

Update Item

Updates the details of an existing item in QuickBooks to reflect current information.

30 inputs

Void Invoice

Voids an existing invoice in QuickBooks, marking it as canceled without deleting the record.

1 input