QuickBooks Online

QuickBooks Online

Accounting platform for managing invoices, customers, payments, expenses, and financial reports.

OAuth179 tools16 triggers
Connect QuickBooks Online

Three ways to use QuickBooks Online

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with QuickBooks Online.

Batch Operations

Execute multiple API operations in a single HTTP request for better performance.

Tool

Change Data Capture

Retrieve all entities that have changed since a given timestamp, useful for syncing data.

Tool

Create Account

Create a new account in the chart of accounts (e.g., expense, income, bank, or asset account).

Tool

Create Attachable

Create a note attachment or metadata record linked to a QuickBooks entity.

Tool

Create Bill

Create a new bill (accounts payable) from a vendor with line items and due date.

Tool

Create Bill Payment

Record a payment to a vendor against one or more bills.

Tool

Supported triggers

Start a workflow when something happens in QuickBooks Online.

New Customer in QuickBooks

Triggers when a new customer is added in QuickBooks Online.

Trigger

New Invoice in QuickBooks

Triggers when a new invoice is added in QuickBooks Online.

Trigger

New Paid Invoice in QuickBooks

Triggers when an invoice balance becomes zero (fully paid) in QuickBooks Online.

Trigger

New Invoice Due Soon in QuickBooks

Triggers when an unpaid invoice is due within the specified number of days.

Trigger

New Estimate in QuickBooks

Triggers when a new estimate is added in QuickBooks Online.

Trigger

Updated Estimate in QuickBooks

Triggers when an existing estimate is modified in QuickBooks Online.

Trigger

Get started automating QuickBooks Online

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Specialist templates

Specialists that work with QuickBooks Online

Browse all templates

Your QuickBooks Online workflows, on autopilot.

Connect QuickBooks Online and let AI agents handle the busywork.

Connect QuickBooks Online

Create an account to connect your tools.

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