QuickBooks

QuickBooks Online is Intuit's cloud accounting platform used by millions of small and mid-sized businesses to manage invoicing, bills, payments, vendors, customers, and the chart of accounts.

With QuickBooks, you can:

• Manage customers and vendors: Maintain a single source of truth for the people and companies you bill and pay
• Create and send invoices: Generate professional invoices, email them to customers, and track payment status
• Record payments and bills: Apply customer payments against open invoices and capture vendor expenses
• Query your books: Run ad-hoc reports against the chart of accounts, items, and transactions using QuickBooks Query Language

In AptlyStar, the QuickBooks integration lets your agents read and write directly against QuickBooks Online. The company (realmId) is captured during OAuth sign-in, so each connected account scopes every tool call to the right books. Use it to automate invoice creation from form submissions, sync customers from your CRM, draft bills from receipts, send payment reminders, or surface live financial data inside conversational workflows.

Usage Instructions

Connect to QuickBooks Online to read and write customers, invoices, and chart-of-accounts entries, or run arbitrary QuickBooks queries. Uses Intuit OAuth 2.0; the company (realmId) is captured from the OAuth callback at sign-in time.

Tools

quickbooks_create_bill

Create a new bill (vendor expense) in QuickBooks Online

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Output

quickbooks_create_customer

Create a new customer in QuickBooks Online

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Output

quickbooks_create_invoice

Create a new invoice in QuickBooks Online

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Output

quickbooks_create_item

Create a new item (product or service) in QuickBooks Online

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Output

quickbooks_create_payment

Record a customer payment in QuickBooks Online

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Output

quickbooks_create_vendor

Create a new vendor in QuickBooks Online

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Output

quickbooks_get_company_info

Retrieve company information for the connected QuickBooks Online company

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Output

quickbooks_get_customer

Retrieve a single QuickBooks customer by ID

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Output

quickbooks_get_invoice

Retrieve a single QuickBooks invoice by ID

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Output

quickbooks_get_vendor

Retrieve a single QuickBooks vendor by ID

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Output

quickbooks_list_accounts

List chart-of-accounts entries from QuickBooks Online

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Output

quickbooks_list_bills

List bills from QuickBooks Online

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Output

quickbooks_list_customers

List customers from QuickBooks Online

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Output

quickbooks_list_estimates

List estimates from QuickBooks Online

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Output

quickbooks_list_invoices

List invoices from QuickBooks Online

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Output

quickbooks_list_items

List items (products and services) from QuickBooks Online

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Output

quickbooks_list_payments

List payments from QuickBooks Online

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Output

quickbooks_list_vendors

List vendors from QuickBooks Online

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Output

quickbooks_query

Run a QuickBooks Online query using SQL-like syntax (example: SELECT * FROM Item WHERE Active = true)

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Output

quickbooks_send_invoice

Email a QuickBooks invoice to a recipient

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Output

quickbooks_update_customer

Sparse-update an existing QuickBooks customer

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Output

quickbooks_update_invoice

Update an existing QuickBooks invoice (sparse update — date/memo/email only; line items cannot be modified)

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Output