quickbooks

SKILL.md

QuickBooks Online

Query invoices, customers, payments, and reports via the QuickBooks API.

Environment Variables

  • QUICKBOOKS_ACCESS_TOKEN - OAuth 2.0 access token
  • QUICKBOOKS_REALM_ID - Company ID (realm ID)

Query customers

curl -s -H "Authorization: Bearer $QUICKBOOKS_ACCESS_TOKEN" \
  -H "Accept: application/json" \
  "https://quickbooks.api.intuit.com/v3/company/$QUICKBOOKS_REALM_ID/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%2010" | jq '.QueryResponse.Customer[] | {Id, DisplayName, PrimaryEmailAddr, Balance}'

List invoices

curl -s -H "Authorization: Bearer $QUICKBOOKS_ACCESS_TOKEN" \
  -H "Accept: application/json" \
  "https://quickbooks.api.intuit.com/v3/company/$QUICKBOOKS_REALM_ID/query?query=SELECT%20*%20FROM%20Invoice%20MAXRESULTS%2010" | jq '.QueryResponse.Invoice[] | {Id, DocNumber, CustomerRef, TotalAmt, Balance, DueDate}'

Create invoice

curl -s -X POST -H "Authorization: Bearer $QUICKBOOKS_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  "https://quickbooks.api.intuit.com/v3/company/$QUICKBOOKS_REALM_ID/invoice" \
  -d '{"CustomerRef":{"value":"1"},"Line":[{"Amount":100,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}]}' | jq '.Invoice | {Id, DocNumber, TotalAmt}'

Get profit/loss report

curl -s -H "Authorization: Bearer $QUICKBOOKS_ACCESS_TOKEN" \
  -H "Accept: application/json" \
  "https://quickbooks.api.intuit.com/v3/company/$QUICKBOOKS_REALM_ID/reports/ProfitAndLoss?start_date=2024-01-01&end_date=2024-12-31" | jq '.Header, .Rows.Row[:5]'

Notes

  • Use sandbox URL https://sandbox-quickbooks.api.intuit.com for testing.
  • Always confirm before creating invoices or payments.
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