QuickBooks
by Intuit Inc.
Connect agents to QuickBooks Online to manage invoices, customers, expenses, and financial reports.
How agents use 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
Agent actions
Inputs: customerId, lineItems, dueDate, docNumber, privateNote, customerMemo
Returns: invoiceId, docNumber, totalAmt, balance, invoice
Inputs: invoiceId
Returns: invoice, totalAmt, balance, dueDate
Inputs: query
Returns: entities, count
Inputs: displayName, email, phone, companyName, billAddr
Returns: customerId, customer
Inputs: accountId, paymentType, lineItems, txnDate, privateNote
Returns: purchaseId, totalAmt
Inputs: startDate, endDate, summarizeBy
Returns: report, totalIncome, totalExpenses, netIncome
Example workflows
Invoice automation
Agent creates QuickBooks invoices when orders are placed in e-commerce platform
About QuickBooks
- Vendor
- Intuit Inc.
- Pricing Always review details with the vendor
- Paid — QuickBooks Simple Start from $18/month, Plus from $27/month. API access included with all plans.
- Authentication
- OAuth 2.0
- Rate limit Always review details with the vendor
- 500 requests / minute
- Compatible nodes
- AgentResourceInputOutput
Build an AI workflow with QuickBooks
Use the Agentic Planner to design, visualize, and connect QuickBooks with your other tools.
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