QuickBooks Connection

Connects your agent to QuickBooks Online for accounting and financial data. Full read access to P&L, balance sheet, transactions, vendors, invoices, and bank accounts. Write operations (create invoice, record payment) require confirmation.

Authentication

OAuth2 authorization code flow.

• client_id — Intuit app client ID
• client_secret — Intuit app client secret
• realm_id — Your QuickBooks company ID (realm ID)

Endpoints

Reports

• GET /v3/company/{realmId}/reports/ProfitAndLoss — P&L with date range, department, class filters
• GET /v3/company/{realmId}/reports/BalanceSheet — Balance sheet as of date
• GET /v3/company/{realmId}/reports/CashFlow — Statement of cash flows
• GET /v3/company/{realmId}/reports/GeneralLedger — General ledger with account filter

Transactions

• GET /v3/company/{realmId}/query — SQL-like queries for any entity type

Invoices

• GET /v3/company/{realmId}/invoice/{id} — Get invoice detail
• POST /v3/company/{realmId}/invoice — Create invoice (requires confirmation)

Vendors

• GET /v3/company/{realmId}/vendor/{id} — Get vendor detail
• GET /v3/company/{realmId}/query?query=SELECT * FROM Bill WHERE VendorRef='{id}' — Get vendor bills

Bank Accounts

• GET /v3/company/{realmId}/account — List chart of accounts with balances

Rules

• Rate limit: 500 requests/minute (QuickBooks standard)
• Invoice creation requires confirmation with line items and amount
• The agent defaults to accrual basis unless asked for cash basis
• Date ranges default to current fiscal quarter unless specified
• All financial queries logged to audit trail