QuickBooks

SKILL.md

---
name: quickbooks-finance
description: Manage QuickBooks accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API. Use when users want to read or modify accounting records, create invoices, process payments, manage vendors, or run financial reports.
---

# QuickBooks

![QuickBooks](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/brand-logos/quickbooks.svg?v=2)

Manage QuickBooks from chat — accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API.

This skill uses [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=quickbooks-finance) for hosted connection flows and credentials so you do not need to configure QuickBooks API access yourself.

### Setup in 3 Steps

| Step 1: Install | Step 2: Pair Account | Step 3: Connect QuickBooks |
|:---:|:---:|:---:|
| ![Install](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/pairing/initialstep_1.gif) | ![Pair](https://raw.githubusercontent.com/ClawLink-HQ/clawlink/main/public/images/approve_process.gif) | *App-specific connection GIF coming soon* |
| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect QuickBooks |

## How It Works

```
┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│ QuickBooks       │
│   (User Chat)   │     │   (OAuth)    │     │ (Online API)     │
└─────────────────┘     └──────────────┘     └──────────────────┘
          │                       │                       │
          │  1. Install Plugin    │                       │
          │  2. Pair Device      │                       │
          │  3. Connect QB       │                       │
          │                      │  4. Secure Token       │
          │                      │  5. Proxy Requests     │
          │                      │                       │
          ▼                      ▼                       ▼
    ┌──────────┐          ┌──────────┐          ┌──────────┐
    │  SKILL   │          │ Dashboard│          │ QuickBooks│
    │  File    │          │ Auth     │          │ Company │
    └──────────┘          └──────────┘          └──────────┘
```

## Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

```bash
openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart
```

Then tell the user: "OpenClaw has been restarted. Send `/new` as a standalone message to start a fresh chat, then ask for QuickBooks again."

## Quick Start

```bash
# List recent invoices
clawlink_call_tool --tool "quickbooks_list_invoices" --params '{"limit": 10}'

# Read a customer
clawlink_call_tool --tool "quickbooks_read_customer" --params '{"customer_id": "CUSTOMER_ID"}'

# Create an invoice
clawlink_call_tool --tool "quickbooks_create_invoice" --params '{"customer_id": "CUSTOMER_ID", "line_items": [{"amount": 100.00, "description": "Service rendered"}]}'
```

## Authentication

All QuickBooks tool calls are authenticated automatically by ClawLink using the user's connected QuickBooks account.

**No API key is required in chat.** ClawLink stores the OAuth token securely and injects it into every QuickBooks Online API request on the user's behalf.

### Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with `clawlink_begin_pairing` if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=quickbooks and connect QuickBooks.
4. Call `clawlink_list_integrations` to verify the connection is active.

## Connection Management

### List Connections

```bash
clawlink_list_integrations
```

**Response:** Returns all connected integrations. Look for `quickbooks` in the list.

### Verify Connection

```bash
clawlink_list_tools --integration quickbooks
```

**Response:** Returns the live tool catalog for QuickBooks.

### Reconnect

If QuickBooks tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=quickbooks
2. After they confirm, call `clawlink_list_integrations` to verify
3. Then call `clawlink_list_tools --integration quickbooks`

## Security & Permissions

- Access is scoped to the QuickBooks company data accessible via the connected OAuth app.
- **All write operations require explicit user confirmation.** Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
- Destructive actions (delete customer, void invoice, reverse payment) are marked as high-impact and must be confirmed.
- Financial data should be reviewed carefully before writes — confirm amounts, accounts, and dates.

## Tool Reference

### Customers & Contacts

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_read_customer` | Read a customer by ID | Read |
| `quickbooks_create_customer` | Create a new customer | Write |
| `quickbooks_customer_balance_report` | Generate a customer balance report | Read |
| `quickbooks_customer_balance_detail` | Generate a customer balance detail report | Read |

### Invoices & Sales

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_list_invoices` | List invoices with pagination | Read |
| `quickbooks_read_invoice` | Read an invoice by ID | Read |
| `quickbooks_create_invoice` | Create a new invoice | Write |
| `quickbooks_update_full_invoice` | Fully replace an invoice | Write |
| `quickbooks_update_sparse_invoice` | Update specific invoice fields | Write |
| `quickbooks_get_invoice_pdf` | Download invoice as PDF | Read |
| `quickbooks_create_sales_receipt` | Create a sales receipt | Write |
| `quickbooks_get_sales_receipt` | Read a sales receipt | Read |
| `quickbooks_get_salesreceipt_pdf` | Download sales receipt as PDF | Read |
| `quickbooks_create_credit_memo` | Create a credit memo | Write |
| `quickbooks_get_credit_memo` | Read a credit memo | Read |
| `quickbooks_get_credit_memo_pdf` | Download credit memo as PDF | Read |
| `quickbooks_send_credit_memo` | Email a credit memo | Write |
| `quickbooks_create_estimate` | Create an estimate/quote | Write |
| `quickbooks_get_estimate` | Read an estimate | Read |
| `quickbooks_get_estimate_pdf` | Download estimate as PDF | Read |

### Payments & Settlements

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_create_payment` | Record a customer payment | Write |
| `quickbooks_get_payment` | Read a payment by ID | Read |
| `quickbooks_get_payment_pdf` | Download payment as PDF | Read |
| `quickbooks_create_echeck_payment` | Process an eCheck payment | Write |
| `quickbooks_create_bank_account` | Add a bank account for ACH | Write |
| `quickbooks_delete_bank_account` | Remove a customer's bank account | Write |
| `quickbooks_list_cards` | List stored payment cards | Read |
| `quickbooks_capture_charge` | Capture an authorized charge | Write |

### Bills & Purchasing

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_create_bill` | Create a vendor bill | Write |
| `quickbooks_get_bill` | Read a bill by ID | Read |
| `quickbooks_create_bill_payment` | Record a bill payment | Write |
| `quickbooks_get_bill_payment` | Read a bill payment | Read |
| `quickbooks_create_purchase_order` | Create a purchase order | Write |
| `quickbooks_get_purchase_order` | Read a purchase order | Read |
| `quickbooks_get_purchase_order_pdf` | Download PO as PDF | Read |
| `quickbooks_create_vendor_credit` | Create a vendor credit | Write |
| `quickbooks_get_vendor_credit` | Read a vendor credit | Read |

### Accounts & Ledger

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_read_account` | Read an account by ID | Read |
| `quickbooks_create_account` | Create a new account | Write |
| `quickbooks_query_account` | Query accounts with SOQL | Read |
| `quickbooks_create_deposit` | Record a deposit | Write |
| `quickbooks_get_deposit` | Read a deposit | Read |
| `quickbooks_create_journal_entry` | Create a journal entry | Write |
| `quickbooks_get_journal_entry` | Read a journal entry | Read |
| `quickbooks_get_transfer` | Read a transfer | Read |

### Employees & Time

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_create_employee` | Create an employee | Write |
| `quickbooks_read_employee` | Read an employee | Read |
| `quickbooks_create_time_activity` | Log time activity | Write |
| `quickbooks_get_time_activity` | Read time activity | Read |

### Vendors

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_read_vendor` | Read a vendor by ID | Read |
| `quickbooks_create_vendor` | Create a new vendor | Write |

### Reports

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_get_reports` | Retrieve standard reports | Read |
| `quickbooks_get_balance_sheet_report` | Balance sheet report | Read |
| `quickbooks_get_profit_and_loss_report` | Profit & Loss report | Read |
| `quickbooks_get_profit_and_loss_detail_report` | Detailed P&L report | Read |
| `quickbooks_get_aged_receivables_report` | Aged receivables report | Read |
| `quickbooks_get_general_ledger_report` | General ledger report | Read |
| `quickbooks_get_transaction_list_report` | Transaction list report | Read |
| `quickbooks_get_inventory_valuation_summary` | Inventory valuation report | Read |
| `quickbooks_get_report_customer_sales` | Customer sales report | Read |
| `quickbooks_get_report_item_sales` | Item sales report | Read |
| `quickbooks_get_report_trial_balance` | Trial balance report | Read |

### Company Settings

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_get_company_info` | Read company information | Read |
| `quickbooks_update_company_info` | Update company details | Write |
| `quickbooks_get_preferences` | Read company preferences | Read |
| `quickbooks_update_preferences` | Update preferences | Write |
| `quickbooks_get_exchange_rate` | Get currency exchange rate | Read |

### Data Management

| Tool | Description | Mode |
|------|-------------|------|
| `quickbooks_get_changed_entities` | Get entities changed since a timestamp | Read |
| `quickbooks_execute_batch_operation` | Execute up to 30 operations in one batch | Write |
| `quickbooks_query_entities` | Query any entity with SOQL | Read |

## Code Examples

### List recent invoices

```bash
clawlink_call_tool --tool "quickbooks_list_invoices" \
  --params '{
    "limit": 10
  }'
```

### Create an invoice

```bash
clawlink_call_tool --tool "quickbooks_create_invoice" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "line_items": [
      {
        "description": "Consulting services",
        "amount": 500.00,
        "quantity": 1
      }
    ],
    "due_date": "2025-07-15"
  }'
```

### Record a customer payment

```bash
clawlink_call_tool --tool "quickbooks_create_payment" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "amount": 500.00,
    "payment_method_id": "PAYMENT_METHOD_ID",
    "deposit_to_account_id": "BANK_ACCOUNT_ID"
  }'
```

### Generate a customer balance report

```bash
clawlink_call_tool --tool "quickbooks_customer_balance_report" \
  --params '{
    "customer_id": "CUSTOMER_ID"
  }'
```

## Discovery Workflow

1. Call `clawlink_list_integrations` to confirm QuickBooks is connected.
2. Call `clawlink_list_tools --integration quickbooks` to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `quickbooks`.
5. If no QuickBooks tools appear, direct the user to https://claw-link.dev/dashboard?add=quickbooks.

## Execution Workflow

```
┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → query → report → call                          │
│                                                             │
│  Example: List invoices → Read invoice → Show results         │
└─────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  list → get → describe → preview → confirm → call             │
│                                                             │
│  Example: Describe tool → Preview changes → User approves   │
│           → Execute create                                   │
└─────────────────────────────────────────────────────────────┘
```

1. For unfamiliar tools, ambiguous requests, or any write action, call `clawlink_describe_tool` first.
2. Use the returned guidance, schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups` to shape the call.
3. Prefer read, list, query, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first.
5. Execute with `clawlink_call_tool`. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

## Notes

- QuickBooks Online API uses OAuth 2.0 — ClawLink handles token refresh automatically.
- Many write operations require a `SyncToken` from a prior read — stale tokens cause update rejections.
- SOQL queries have restrictions: `OR` and parentheses are not supported; use `IN` for multiple values.
- Batch operations are limited to 30 items per request.
- Reports return CSV-like text that must be parsed before structured analysis.

## Error Handling

| Status / Error | Meaning |
|----------------|---------|
| Tool not found | The tool name does not exist in the current catalog. Verify with `clawlink_list_tools --integration quickbooks`. |
| Missing connection | QuickBooks is not connected. Direct the user to https://claw-link.dev/dashboard?add=quickbooks. |
| `SyncToken` mismatch | The record was modified since your read. Re-read the record to get the current `SyncToken`. |
| `INVALID_FIELD` | The SOQL query references a non-queryable field. Check the tool schema or simplify the query. |
| `INSUFFICIENT_ACCESS_OR_READONLY` | The connected account lacks permission for this operation. |
| Write rejected | User did not confirm a write action. Always confirm before executing writes. |

### Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:
 ```bash
   openclaw plugins list
   ```
2. If the plugin is installed but tools are missing, tell the user to send `/new` as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:
   ```bash
   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   ```
4. After restart, tell the user to send `/new` again and retry.

### Troubleshooting: Invalid Tool Call

1. Ensure the integration slug is exactly `quickbooks`.
2. Use `clawlink_describe_tool` to verify parameter names and types before calling.
3. For write operations, always call `clawlink_preview_tool` first.

## Resources

- [QuickBooks Online API](https://developer.intuit.com/)
- [QuickBooks API Reference](https://developer.intuit.com/docs/api/accounting)
- ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=quickbooks-finance
- ClawLink Docs: https://docs.claw-link.dev/openclaw
- ClawLink Verification: https://claw-link.dev/verify

## Related Skills

- [Razorpay](https://clawhub.ai/hith3sh/razorpay-payments) — For payment processing in India
- [Stripe](https://clawhub.ai/hith3sh/stripe-payments) — For global payment processing

---

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