Leina 
Wanta 
Review outstanding invoices
List invoices with supported open-balance filters.
/oo QuickBooks Online: List QuickBooks invoices with open balances for customer [customer ID], then summarize returned invoice amounts and due dates.
Connect QuickBooks Online to Your AI Agent
Ask your AI assistant to work with QuickBooks Online: review invoices and record customer payments.
147 tools OAuth
Try a QuickBooks Online Task
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
oo Skill QuickBooks Online
Record received payment
Create an accounting payment record for a known customer.
/oo QuickBooks Online: Record QuickBooks customer payment for customer_ref [customer ID] with total_amount [amount] and invoice allocations [allocations].
Start Working with QuickBooks Online
-
Install OOMOL
Set up oo CLI and the oo Skill in your agent.
Install OOMOL → -
Connect QuickBooks Online
Connect with QuickBooks Online OAuth authorization.
Connect QuickBooks Online → -
Give Your Agent a Task
Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →
Choose Your Agent
- An account with access to the QuickBooks Online resources used in your task. Configure your own OAuth application credentials before authorization.
QuickBooks Online Tools
QuickBooks Online operations let an AI assistant inspect accounting records and apply explicit invoice or payment changes.
Review outstanding invoices
List invoices with supported open-balance filters.
Record received payment
Create an accounting payment record for a known customer.
147 tools
Get Company Info
Get the connected company's profile: name, legal name, address, fiscal year start and country.
quickbooks.get_company_info List Customers
List customers, optionally filtered by name or active status.
quickbooks.list_customers Get Customer
Get one customer by ID, including its current SyncToken.
quickbooks.get_customer Create Customer
Create a customer.
quickbooks.create_customer Update Customer
Update a customer. Customers cannot be deleted in QuickBooks; set `additional_fields.Active` to false to deactivate one.
quickbooks.update_customer List Invoices
List invoices, optionally filtered by customer, number, date range or open balance.
quickbooks.list_invoices Get Invoice
Get one invoice by ID, including its lines, balance and current SyncToken.
quickbooks.get_invoice Create Invoice
Create an invoice for a customer from one or more sales lines.
quickbooks.create_invoice Update Invoice
Update an invoice. With the default sparse update only the supplied fields change; a supplied `lines` array replaces the invoice's lines.
quickbooks.update_invoice Void Invoice
Void an invoice. QuickBooks keeps the record but zeroes its amounts, so the invoice no longer counts toward balances.
quickbooks.void_invoice Delete Invoice
Permanently delete an invoice. This cannot be undone; void the invoice instead to keep a record.
quickbooks.delete_invoice List Payments
List customer payments, optionally filtered by customer or date range.
quickbooks.list_payments Get Payment
Get one payment by ID, including the invoices it was applied to.
quickbooks.get_payment Create Payment
Record a customer payment, optionally applying it to specific invoices.
quickbooks.create_payment List Accounts
List accounts from the chart of accounts, optionally filtered by type or name.
quickbooks.list_accounts Get Account
Get one account by ID.
quickbooks.get_account Ping
Check that the connection works by reading the company profile.
quickbooks.ping Get Changes
List records of the given entities that changed since a point in time (change data capture). QuickBooks looks back at most 30 days and returns at most 1000 records per call.
quickbooks.get_changes Batch
Run up to 30 operations in one request. Each item is either a read-only query or a create, update or delete of one entity. Items do not roll back each other when one fails.
quickbooks.batch Get Exchange Rate
Get the exchange rate from a currency to the company's home currency.
quickbooks.get_exchange_rate Get Preferences
Get the company preferences: accounting, sales, tax, currency and other settings.
quickbooks.get_preferences Get Report
Run any QuickBooks report. Use `parameters` for report-specific options such as customer, vendor or account filters.
quickbooks.get_report Upload Attachment
Upload a file to QuickBooks, optionally attached to a transaction or other record.
quickbooks.upload_attachment List Attachments
List attachments, optionally only those linked to one record.
quickbooks.list_attachments Get Attachment
Get an attachment's metadata by ID.
quickbooks.get_attachment Get Attachment Download Url
Get a temporary URL to download an attachment's file.
quickbooks.get_attachment_download_url Update Attachment
Update an attachment's metadata, such as its note or file name.
quickbooks.update_attachment Delete Attachment
Permanently delete an attachment.
quickbooks.delete_attachment Void Payment
Void a payment. QuickBooks keeps the record but zeroes its amounts.
quickbooks.void_payment List Records
List records of any supported entity by name. Prefer the entity-specific list actions.
quickbooks.list_records Get Record
Get one record of any supported entity by name and ID.
quickbooks.get_record Create Record
Create a record of any supported entity by name.
quickbooks.create_record Update Record
Update a record of any supported entity by name.
quickbooks.update_record Delete Record
Delete a record of any supported entity by name. Entities QuickBooks cannot delete are deactivated instead.
quickbooks.delete_record List Bills
List bills, optionally filtered.
quickbooks.list_bills Get Bill
Get one bill by its ID.
quickbooks.get_bill Create Bill
Create a bill.
quickbooks.create_bill Update Bill
Update a bill. With the default sparse update only the supplied fields change.
quickbooks.update_bill Delete Bill
Permanently delete a bill. This cannot be undone.
quickbooks.delete_bill List Bill Payments
List bill payments, optionally filtered.
quickbooks.list_bill_payments Get Bill Payment
Get one bill payment by its ID.
quickbooks.get_bill_payment Create Bill Payment
Create a bill payment.
quickbooks.create_bill_payment Update Bill Payment
Update a bill payment. With the default sparse update only the supplied fields change.
quickbooks.update_bill_payment Delete Bill Payment
Permanently delete a bill payment. This cannot be undone.
quickbooks.delete_bill_payment List Budgets
List budgets, optionally filtered.
quickbooks.list_budgets List Classes
List classs, optionally filtered.
quickbooks.list_classes List Credit Memos
List credit memos, optionally filtered.
quickbooks.list_credit_memos Get Credit Memo
Get one credit memo by its ID.
quickbooks.get_credit_memo Create Credit Memo
Create a credit memo.
quickbooks.create_credit_memo Update Credit Memo
Update a credit memo. With the default sparse update only the supplied fields change.
quickbooks.update_credit_memo Delete Credit Memo
Permanently delete a credit memo. This cannot be undone.
quickbooks.delete_credit_memo List Credit Terms
List credit terms, optionally filtered.
quickbooks.list_credit_terms Get Credit Term
Get one credit term by its ID.
quickbooks.get_credit_term Create Credit Term
Create a credit term.
quickbooks.create_credit_term Update Credit Term
Update a credit term. With the default sparse update only the supplied fields change.
quickbooks.update_credit_term Delete Credit Term
Deactivate a credit term by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_credit_term List Currencies
List currencys, optionally filtered.
quickbooks.list_currencies Delete Customer
Deactivate a customer by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_customer List Departments
List departments, optionally filtered.
quickbooks.list_departments Get Department
Get one department by its ID.
quickbooks.get_department Create Department
Create a department.
quickbooks.create_department Update Department
Update a department. With the default sparse update only the supplied fields change.
quickbooks.update_department Delete Department
Deactivate a department by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_department List Deposits
List deposits, optionally filtered.
quickbooks.list_deposits Get Deposit
Get one deposit by its ID.
quickbooks.get_deposit Create Deposit
Create a deposit.
quickbooks.create_deposit Update Deposit
Update a deposit. With the default sparse update only the supplied fields change.
quickbooks.update_deposit Delete Deposit
Permanently delete a deposit. This cannot be undone.
quickbooks.delete_deposit List Employees
List employees, optionally filtered.
quickbooks.list_employees Get Employee
Get one employee by its ID.
quickbooks.get_employee Create Employee
Create a employee.
quickbooks.create_employee Update Employee
Update a employee. With the default sparse update only the supplied fields change.
quickbooks.update_employee Delete Employee
Deactivate a employee by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_employee List Estimates
List estimates, optionally filtered.
quickbooks.list_estimates Get Estimate
Get one estimate by its ID.
quickbooks.get_estimate Create Estimate
Create a estimate.
quickbooks.create_estimate Update Estimate
Update a estimate. With the default sparse update only the supplied fields change.
quickbooks.update_estimate Delete Estimate
Permanently delete a estimate. This cannot be undone.
quickbooks.delete_estimate List Journal Codes
List journal codes, optionally filtered.
quickbooks.list_journal_codes Get Journal Code
Get one journal code by its ID.
quickbooks.get_journal_code Create Journal Code
Create a journal code.
quickbooks.create_journal_code Update Journal Code
Update a journal code. With the default sparse update only the supplied fields change.
quickbooks.update_journal_code List Journal Entries
List journal entrys, optionally filtered.
quickbooks.list_journal_entries Get Journal Entry
Get one journal entry by its ID.
quickbooks.get_journal_entry Create Journal Entry
Create a journal entry.
quickbooks.create_journal_entry Update Journal Entry
Update a journal entry. With the default sparse update only the supplied fields change.
quickbooks.update_journal_entry Delete Journal Entry
Permanently delete a journal entry. This cannot be undone.
quickbooks.delete_journal_entry Create Account
Create a account.
quickbooks.create_account Delete Account
Deactivate a account by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_account List Payment Methods
List payment methods, optionally filtered.
quickbooks.list_payment_methods Get Payment Method
Get one payment method by its ID.
quickbooks.get_payment_method Create Payment Method
Create a payment method.
quickbooks.create_payment_method Delete Payment Method
Deactivate a payment method by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_payment_method Update Payment
Update a payment. With the default sparse update only the supplied fields change.
quickbooks.update_payment Delete Payment
Permanently delete a payment. This cannot be undone.
quickbooks.delete_payment List Products
List product or services, optionally filtered.
quickbooks.list_products Get Product
Get one product or service by its ID.
quickbooks.get_product Create Product
Create a product or service.
quickbooks.create_product Update Product
Update a product or service. With the default sparse update only the supplied fields change.
quickbooks.update_product Delete Product
Deactivate a product or service by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_product List Purchase Orders
List purchase orders, optionally filtered.
quickbooks.list_purchase_orders Get Purchase Order
Get one purchase order by its ID.
quickbooks.get_purchase_order Create Purchase Order
Create a purchase order.
quickbooks.create_purchase_order Update Purchase Order
Update a purchase order. With the default sparse update only the supplied fields change.
quickbooks.update_purchase_order Delete Purchase Order
Permanently delete a purchase order. This cannot be undone.
quickbooks.delete_purchase_order List Purchases
List purchase (expense, check or credit card charge)s, optionally filtered.
quickbooks.list_purchases Get Purchase
Get one purchase (expense, check or credit card charge) by its ID.
quickbooks.get_purchase Create Purchase
Create a purchase (expense, check or credit card charge).
quickbooks.create_purchase Update Purchase
Update a purchase (expense, check or credit card charge). With the default sparse update only the supplied fields change.
quickbooks.update_purchase Delete Purchase
Permanently delete a purchase (expense, check or credit card charge). This cannot be undone.
quickbooks.delete_purchase List Refund Receipts
List refund receipts, optionally filtered.
quickbooks.list_refund_receipts Get Refund Receipt
Get one refund receipt by its ID.
quickbooks.get_refund_receipt Create Refund Receipt
Create a refund receipt.
quickbooks.create_refund_receipt Update Refund Receipt
Update a refund receipt. With the default sparse update only the supplied fields change.
quickbooks.update_refund_receipt Delete Refund Receipt
Permanently delete a refund receipt. This cannot be undone.
quickbooks.delete_refund_receipt List Sales Receipts
List sales receipts, optionally filtered.
quickbooks.list_sales_receipts Get Sales Receipt
Get one sales receipt by its ID.
quickbooks.get_sales_receipt Create Sales Receipt
Create a sales receipt.
quickbooks.create_sales_receipt Update Sales Receipt
Update a sales receipt. With the default sparse update only the supplied fields change.
quickbooks.update_sales_receipt Delete Sales Receipt
Permanently delete a sales receipt. This cannot be undone.
quickbooks.delete_sales_receipt List Tax Agencies
List tax agencys, optionally filtered.
quickbooks.list_tax_agencies Get Tax Agency
Get one tax agency by its ID.
quickbooks.get_tax_agency Create Tax Agency
Create a tax agency.
quickbooks.create_tax_agency List Tax Codes
List tax codes, optionally filtered.
quickbooks.list_tax_codes Get Tax Code
Get one tax code by its ID.
quickbooks.get_tax_code List Tax Rates
List tax rates, optionally filtered.
quickbooks.list_tax_rates Get Tax Rate
Get one tax rate by its ID.
quickbooks.get_tax_rate List Time Activities
List time activitys, optionally filtered.
quickbooks.list_time_activities Get Time Activity
Get one time activity by its ID.
quickbooks.get_time_activity Create Time Activity
Create a time activity.
quickbooks.create_time_activity Update Time Activity
Update a time activity. With the default sparse update only the supplied fields change.
quickbooks.update_time_activity Delete Time Activity
Permanently delete a time activity. This cannot be undone.
quickbooks.delete_time_activity List Transfers
List transfers, optionally filtered.
quickbooks.list_transfers Get Transfer
Get one transfer by its ID.
quickbooks.get_transfer Create Transfer
Create a transfer.
quickbooks.create_transfer Update Transfer
Update a transfer. With the default sparse update only the supplied fields change.
quickbooks.update_transfer Delete Transfer
Permanently delete a transfer. This cannot be undone.
quickbooks.delete_transfer List Vendor Credits
List vendor credits, optionally filtered.
quickbooks.list_vendor_credits Get Vendor Credit
Get one vendor credit by its ID.
quickbooks.get_vendor_credit Create Vendor Credit
Create a vendor credit.
quickbooks.create_vendor_credit Update Vendor Credit
Update a vendor credit. With the default sparse update only the supplied fields change.
quickbooks.update_vendor_credit Delete Vendor Credit
Permanently delete a vendor credit. This cannot be undone.
quickbooks.delete_vendor_credit List Vendors
List vendors, optionally filtered.
quickbooks.list_vendors Get Vendor
Get one vendor by its ID.
quickbooks.get_vendor Create Vendor
Create a vendor.
quickbooks.create_vendor Update Vendor
Update a vendor. With the default sparse update only the supplied fields change.
quickbooks.update_vendor Delete Vendor
Deactivate a vendor by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_vendor No matching tools.
Frequently Asked Questions
Does create_payment charge a card?
It records a customer payment in accounting; do not describe it as a card-charge operation.
What is the difference between void and delete?
Voiding retains an invoice record with zeroed amounts; deletion permanently removes it.
Do I need my own OAuth app?
Yes. Configure your Intuit OAuth app and match production or sandbox credentials to the selected environment.