ENDA
Q

QuickBooks

by Intuit Inc.

Connect agents to QuickBooks Online to manage invoices, customers, expenses, and financial reports.

AndetBetaltOAuth 2.0accountinginvoicesexpensesfinancebookkeepingpayroll

Sådan bruger agenter QuickBooks

  • ✓Auto-create invoices from e-commerce orders or CRM deals
  • ✓Query overdue invoices and trigger collection workflows
  • ✓Record expenses from receipt images processed by AI
  • ✓Generate monthly P&L summaries for business intelligence
  • ✓Sync customer data between CRM and accounting system

Agenthandlinger

Create InvoiceCreate an invoice for a customer

Input: customerId, lineItems, dueDate, docNumber, privateNote, customerMemo

Returnerer: invoiceId, docNumber, totalAmt, balance, invoice

Get InvoiceRetrieve an invoice by ID

Input: invoiceId

Returnerer: invoice, totalAmt, balance, dueDate

Query (SQL-like)Run a QuickBooks query using SQL-like syntax

Input: query

Returnerer: entities, count

Create CustomerCreate a new customer record

Input: displayName, email, phone, companyName, billAddr

Returnerer: customerId, customer

Create ExpenseRecord a business expense (Purchase)

Input: accountId, paymentType, lineItems, txnDate, privateNote

Returnerer: purchaseId, totalAmt

Get Profit & Loss ReportRetrieve a Profit & Loss report for a date range

Input: startDate, endDate, summarizeBy

Returnerer: report, totalIncome, totalExpenses, netIncome

Eksempel på workflows

1

Invoice automation

Agent creates QuickBooks invoices when orders are placed in e-commerce platform

Om QuickBooks

Leverandør
Intuit Inc.
Pris Tjek altid detaljerne hos udbyderen
Betalt — QuickBooks Simple Start from $18/month, Plus from $27/month. API access included with all plans.
Godkendelse
OAuth 2.0
Anmodningsgrænse Tjek altid detaljerne hos udbyderen
500 anmodninger / minut
Kompatible noder
AgentResourceInputOutput
Hjemmeside
https://quickbooks.intuit.com

Sæt QuickBooks bag din AI-agent

Opsæt QuickBooks sammen med dine andre værktøjer i planneren — uden kode — så AI kan bruge det for dine kunder.

Åbn planneren

Use cases, der bruger dette værktøj

AI-automatisering af tilbudsanmodninger — klar til pris

Gør tilbudsanmodninger til tilbud, der er klar til at sende — uden frem og tilbage

AI-fakturering og betalingsopfølgning — betalt uden at rykke

Få betalt uden at jagte en eneste faktura

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