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Use Quickbooks with AI Agents
accounts.platform.intuit.com
QuickBooks helps businesses manage finances efficiently by streamlining accounting, invoicing, and financial reporting
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.
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.
Create Bill
Creates a new bill in QuickBooks to record an expense from a vendor.
Create Customer
Creates a new customer record in QuickBooks with the provided details
Create Estimate
Creates a sales estimate in QuickBooks to outline potential charges for a customer before invoicing.
Create Invoice
Creates a new invoice in QuickBooks to bill a customer for goods or services provided
Create Payment
Creates a payment record in QuickBooks to apply funds against invoices or customer balances
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.
Create Purchase
Creates a new purchase transaction in QuickBooks to record business expenses.
Create Purchase Order
Creates a new purchase order in QuickBooks to document items or services to be acquired from a vendor.
Create Sales Receipt
Creates a sales receipt in QuickBooks to record a completed sales transaction with details of products or services sold.
Delete Purchase
Deletes a specified purchase record from QuickBooks Online to remove it from your accounting data.
Get Bill
Retrieves detailed information about a specific bill from QuickBooks accounting records.
Get Customer
Retrieves detailed information about a specific customer from QuickBooks.
Get Invoice
Retrieves detailed information for a specific invoice from QuickBooks accounting data.
Get My Company
Retrieves detailed information about the authenticated QuickBooks company profile.
Get Payment
Retrieves detailed information about a specific payment recorded in QuickBooks.
Get Purchase
Retrieves detailed information about a specific purchase transaction from QuickBooks Online.
Get Purchase Order
Retrieves detailed information about a specific purchase order from QuickBooks.
Get Sales Receipt
Retrieves detailed information about a specific sales receipt from QuickBooks Online.
Get Time Activity
Retrieves detailed information about a specific time activity recorded in QuickBooks.
Search Accounts
Retrieves a list of accounts from QuickBooks based on specified search criteria to facilitate financial data management.
Search Customers
Retrieves customer records from QuickBooks based on search criteria.
Search Invoices
Retrieves a list of invoices from QuickBooks based on specified search criteria.
Search Items
Searches for items in QuickBooks based on specified criteria to retrieve matching product or service records.
Search Products
Search for products in the QuickBooks inventory using query parameters.
Search Purchases
Retrieves a list of purchase transactions based on specified search criteria in QuickBooks.
Search Query
Executes a search query to retrieve detailed data for a specified QuickBooks entity using QuickBooks Online API.
Search Services
Searches for service items in QuickBooks based on specified criteria to retrieve detailed information.
Search Time Activities
Retrieves time activity records based on specified search criteria.
Search Vendors
Retrieves a list of vendors based on specified search criteria from QuickBooks.
Send Estimate
Sends an estimate to a customer via email using QuickBooks Online.
Send Invoice
Sends an invoice to the specified customer via email using QuickBooks Online.
Sparse Update Invoice
Update selected fields of an existing invoice in QuickBooks without altering unspecified data.
Update Customer
Updates the details of an existing customer in QuickBooks Online to keep customer information current.
Update Estimate
Updates an existing estimate in QuickBooks with new or modified information
Update Invoice
Updates the details of an existing invoice in QuickBooks to reflect changes in billing or items.
Update Item
Updates the details of an existing item in QuickBooks to reflect current information.
Void Invoice
Voids an existing invoice in QuickBooks, marking it as canceled without deleting the record.