Ask AI which invoices remain unpaid, record an agreed payment allocation, or prepare a financial summary for a specified period.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
Identify open balances and due dates for a customer before following up.
/oo QuickBooks Online: Find customer [name] and list their invoices with open balances. Show invoice numbers, due dates, original amounts, and remaining balances. Separate overdue invoices as of [date].
Apply a received payment to the invoices you specify and check the remaining balance.
/oo QuickBooks Online: Record the [amount and currency] received from [customer] on [date], reference [reference]. Apply [amount] to invoice [number] and [amount] to invoice [number], then show the payment record and remaining invoice balances.
Turn agreed quantities and prices into an invoice in the customer account.
/oo QuickBooks Online: Create an invoice for [customer] dated [date], due [date], for [product or service, quantity, and unit price]. Use the existing product or service records and include this customer memo: [memo].
Summarize profit and loss and the balance sheet for the same reporting period.
/oo QuickBooks Online: Run the profit and loss report for [month] and balance sheet as of [month end], using accrual accounting. Summarize revenue, expenses, net income, assets, and liabilities, preserving the report currency and dates.
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect with QuickBooks Online OAuth authorization.
Connect QuickBooks Online →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
Work with customer and vendor records, invoices, payments, bills, attachments, and financial reports in the connected QuickBooks Online company. Give the assistant the dates, amounts, and accounting treatment for changes you want recorded.
Find customers, review open balances, and create or update invoices.
Inspect payments and record how received funds are applied to invoices.
Read profit and loss, balance sheet, cash flow, and receivables reports.
Read vendor bills, record bills with supplied accounting details, and attach supporting files.
Get the connected company's profile: name, legal name, address, fiscal year start and country.
Leina 
Wanta 
quickbooks.get_company_info List customers, optionally filtered by name or active status.
quickbooks.list_customers Get one customer by ID, including its current SyncToken.
quickbooks.get_customer Create a customer.
quickbooks.create_customer Update a customer. Customers cannot be deleted in QuickBooks; set `additional_fields.Active` to false to deactivate one.
quickbooks.update_customer List invoices, optionally filtered by customer, number, date range or open balance.
quickbooks.list_invoices Get one invoice by ID, including its lines, balance and current SyncToken.
quickbooks.get_invoice Create an invoice for a customer from one or more sales lines.
quickbooks.create_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 an invoice. QuickBooks keeps the record but zeroes its amounts, so the invoice no longer counts toward balances.
quickbooks.void_invoice Permanently delete an invoice. This cannot be undone; void the invoice instead to keep a record.
quickbooks.delete_invoice List customer payments, optionally filtered by customer or date range.
quickbooks.list_payments Get one payment by ID, including the invoices it was applied to.
quickbooks.get_payment Record a customer payment, optionally applying it to specific invoices.
quickbooks.create_payment List accounts from the chart of accounts, optionally filtered by type or name.
quickbooks.list_accounts Get one account by ID.
quickbooks.get_account Check that the connection works by reading the company profile.
quickbooks.ping 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 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 the exchange rate from a currency to the company's home currency.
quickbooks.get_exchange_rate Get the company preferences: accounting, sales, tax, currency and other settings.
quickbooks.get_preferences Run any QuickBooks report. Use `parameters` for report-specific options such as customer, vendor or account filters.
quickbooks.get_report Upload a file to QuickBooks, optionally attached to a transaction or other record.
quickbooks.upload_attachment List attachments, optionally only those linked to one record.
quickbooks.list_attachments Get an attachment's metadata by ID.
quickbooks.get_attachment Get a temporary URL to download an attachment's file.
quickbooks.get_attachment_download_url Update an attachment's metadata, such as its note or file name.
quickbooks.update_attachment Permanently delete an attachment.
quickbooks.delete_attachment Void a payment. QuickBooks keeps the record but zeroes its amounts.
quickbooks.void_payment List records of any supported entity by name. Prefer the entity-specific list actions.
quickbooks.list_records Get one record of any supported entity by name and ID.
quickbooks.get_record Create a record of any supported entity by name.
quickbooks.create_record Update a record of any supported entity by name.
quickbooks.update_record Delete a record of any supported entity by name. Entities QuickBooks cannot delete are deactivated instead.
quickbooks.delete_record List bills, optionally filtered.
quickbooks.list_bills Get one bill by its ID.
quickbooks.get_bill Create a bill.
quickbooks.create_bill Update a bill. With the default sparse update only the supplied fields change.
quickbooks.update_bill Permanently delete a bill. This cannot be undone.
quickbooks.delete_bill List bill payments, optionally filtered.
quickbooks.list_bill_payments Get one bill payment by its ID.
quickbooks.get_bill_payment Create a bill payment.
quickbooks.create_bill_payment Update a bill payment. With the default sparse update only the supplied fields change.
quickbooks.update_bill_payment Permanently delete a bill payment. This cannot be undone.
quickbooks.delete_bill_payment List budgets, optionally filtered.
quickbooks.list_budgets List classs, optionally filtered.
quickbooks.list_classes List credit memos, optionally filtered.
quickbooks.list_credit_memos Get one credit memo by its ID.
quickbooks.get_credit_memo Create a credit memo.
quickbooks.create_credit_memo Update a credit memo. With the default sparse update only the supplied fields change.
quickbooks.update_credit_memo Permanently delete a credit memo. This cannot be undone.
quickbooks.delete_credit_memo List credit terms, optionally filtered.
quickbooks.list_credit_terms Get one credit term by its ID.
quickbooks.get_credit_term Create a credit term.
quickbooks.create_credit_term Update a credit term. With the default sparse update only the supplied fields change.
quickbooks.update_credit_term Deactivate a credit term by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_credit_term List currencys, optionally filtered.
quickbooks.list_currencies Deactivate a customer by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_customer List departments, optionally filtered.
quickbooks.list_departments Get one department by its ID.
quickbooks.get_department Create a department.
quickbooks.create_department Update a department. With the default sparse update only the supplied fields change.
quickbooks.update_department Deactivate a department by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_department List deposits, optionally filtered.
quickbooks.list_deposits Get one deposit by its ID.
quickbooks.get_deposit Create a deposit.
quickbooks.create_deposit Update a deposit. With the default sparse update only the supplied fields change.
quickbooks.update_deposit Permanently delete a deposit. This cannot be undone.
quickbooks.delete_deposit List employees, optionally filtered.
quickbooks.list_employees Get one employee by its ID.
quickbooks.get_employee Create a employee.
quickbooks.create_employee Update a employee. With the default sparse update only the supplied fields change.
quickbooks.update_employee Deactivate a employee by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_employee List estimates, optionally filtered.
quickbooks.list_estimates Get one estimate by its ID.
quickbooks.get_estimate Create a estimate.
quickbooks.create_estimate Update a estimate. With the default sparse update only the supplied fields change.
quickbooks.update_estimate Permanently delete a estimate. This cannot be undone.
quickbooks.delete_estimate List journal codes, optionally filtered.
quickbooks.list_journal_codes Get one journal code by its ID.
quickbooks.get_journal_code Create a journal code.
quickbooks.create_journal_code Update a journal code. With the default sparse update only the supplied fields change.
quickbooks.update_journal_code List journal entrys, optionally filtered.
quickbooks.list_journal_entries Get one journal entry by its ID.
quickbooks.get_journal_entry Create a journal entry.
quickbooks.create_journal_entry Update a journal entry. With the default sparse update only the supplied fields change.
quickbooks.update_journal_entry Permanently delete a journal entry. This cannot be undone.
quickbooks.delete_journal_entry Create a account.
quickbooks.create_account Deactivate a account by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_account List payment methods, optionally filtered.
quickbooks.list_payment_methods Get one payment method by its ID.
quickbooks.get_payment_method Create a payment method.
quickbooks.create_payment_method Deactivate a payment method by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_payment_method Update a payment. With the default sparse update only the supplied fields change.
quickbooks.update_payment Permanently delete a payment. This cannot be undone.
quickbooks.delete_payment List product or services, optionally filtered.
quickbooks.list_products Get one product or service by its ID.
quickbooks.get_product Create a product or service.
quickbooks.create_product Update a product or service. With the default sparse update only the supplied fields change.
quickbooks.update_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, optionally filtered.
quickbooks.list_purchase_orders Get one purchase order by its ID.
quickbooks.get_purchase_order Create a purchase order.
quickbooks.create_purchase_order Update a purchase order. With the default sparse update only the supplied fields change.
quickbooks.update_purchase_order Permanently delete a purchase order. This cannot be undone.
quickbooks.delete_purchase_order List purchase (expense, check or credit card charge)s, optionally filtered.
quickbooks.list_purchases Get one purchase (expense, check or credit card charge) by its ID.
quickbooks.get_purchase Create a purchase (expense, check or credit card charge).
quickbooks.create_purchase Update a purchase (expense, check or credit card charge). With the default sparse update only the supplied fields change.
quickbooks.update_purchase Permanently delete a purchase (expense, check or credit card charge). This cannot be undone.
quickbooks.delete_purchase List refund receipts, optionally filtered.
quickbooks.list_refund_receipts Get one refund receipt by its ID.
quickbooks.get_refund_receipt Create a refund receipt.
quickbooks.create_refund_receipt Update a refund receipt. With the default sparse update only the supplied fields change.
quickbooks.update_refund_receipt Permanently delete a refund receipt. This cannot be undone.
quickbooks.delete_refund_receipt List sales receipts, optionally filtered.
quickbooks.list_sales_receipts Get one sales receipt by its ID.
quickbooks.get_sales_receipt Create a sales receipt.
quickbooks.create_sales_receipt Update a sales receipt. With the default sparse update only the supplied fields change.
quickbooks.update_sales_receipt Permanently delete a sales receipt. This cannot be undone.
quickbooks.delete_sales_receipt List tax agencys, optionally filtered.
quickbooks.list_tax_agencies Get one tax agency by its ID.
quickbooks.get_tax_agency Create a tax agency.
quickbooks.create_tax_agency List tax codes, optionally filtered.
quickbooks.list_tax_codes Get one tax code by its ID.
quickbooks.get_tax_code List tax rates, optionally filtered.
quickbooks.list_tax_rates Get one tax rate by its ID.
quickbooks.get_tax_rate List time activitys, optionally filtered.
quickbooks.list_time_activities Get one time activity by its ID.
quickbooks.get_time_activity Create a time activity.
quickbooks.create_time_activity Update a time activity. With the default sparse update only the supplied fields change.
quickbooks.update_time_activity Permanently delete a time activity. This cannot be undone.
quickbooks.delete_time_activity List transfers, optionally filtered.
quickbooks.list_transfers Get one transfer by its ID.
quickbooks.get_transfer Create a transfer.
quickbooks.create_transfer Update a transfer. With the default sparse update only the supplied fields change.
quickbooks.update_transfer Permanently delete a transfer. This cannot be undone.
quickbooks.delete_transfer List vendor credits, optionally filtered.
quickbooks.list_vendor_credits Get one vendor credit by its ID.
quickbooks.get_vendor_credit Create a vendor credit.
quickbooks.create_vendor_credit Update a vendor credit. With the default sparse update only the supplied fields change.
quickbooks.update_vendor_credit Permanently delete a vendor credit. This cannot be undone.
quickbooks.delete_vendor_credit List vendors, optionally filtered.
quickbooks.list_vendors Get one vendor by its ID.
quickbooks.get_vendor Create a vendor.
quickbooks.create_vendor Update a vendor. With the default sparse update only the supplied fields change.
quickbooks.update_vendor Deactivate a vendor by setting Active to false. QuickBooks does not delete this kind of record.
quickbooks.delete_vendor No matching tools.
Keep the reporting period, accounting basis, and financial totals together in a review note.
No. It creates an accounting record of a payment you have received. It does not charge a card or move money. Specify the customer, payment amount, date, and invoice allocation.
Voiding retains an invoice record with zeroed amounts; deletion permanently removes it.
Yes. Configure your Intuit OAuth app and match production or sandbox credentials to the selected environment.
Yes. Specify cash or accrual accounting and the report period. Available reports and fields depend on the connected company and its QuickBooks configuration.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.
