Integration

QuickBooks integration

Accounting and financial management platform API by Intuit. Manage invoices, customers, payments, expenses, and financial reports. Essential for building accounting integrations, invoice automation, and financial data synchronization applications.

Connect QuickBooks How integrations work

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When this happens, do that in QuickBooks.Built from the 124 QuickBooks tools below, on the connection you add once.

Common QuickBooks use cases

customer refunds
transaction review
AP adjustments
accounts receivable
audit trail
time tracking
adjusting entries
AR adjustments
credit details
GL corrections

What you can do with QuickBooks

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Report, 22 operations

get_account_list_detail_reportGet account list detail reportGETRetrieves QuickBooks Account List report. Shows chart of accounts with details.
get_ap_aging_detail_reportGet ap aging detail reportGETRetrieves QuickBooks AP Aging Detail report. Shows individual overdue bills by vendor.
get_ap_aging_summary_reportGet ap aging summary reportGETRetrieves QuickBooks AP Aging Summary report. Shows overdue vendor balances by age.
get_ar_aging_detail_reportGet ar aging detail reportGETRetrieves QuickBooks AR Aging Detail report. Shows individual overdue invoices by customer.
get_ar_aging_summary_reportGet ar aging summary reportGETRetrieves QuickBooks AR Aging Summary report. Shows overdue customer balances by age.
get_balance_sheet_reportGet balance sheet reportGETRetrieves QuickBooks Balance Sheet report. Get assets, liabilities, and equity snapshot.
get_cash_flow_reportGet cash flow reportGETRetrieves cash flow report.
get_class_sales_reportGet class sales reportGETRetrieves QuickBooks Class Sales report. Shows sales by class/category.
get_customer_balance_detail_reportGet customer balance detail reportGETRetrieves QuickBooks Customer Balance Detail report. Shows individual transactions per customer.
get_customer_balance_reportGet customer balance reportGETRetrieves QuickBooks Customer Balance report. Shows amounts owed by each customer.
get_customer_sales_reportGet customer sales reportGETRetrieves QuickBooks Customer Sales report. Shows sales totals by customer.
get_department_sales_reportGet department sales reportGETRetrieves QuickBooks Department Sales report. Shows sales by department/location.
get_general_ledger_reportGet general ledger reportGETRetrieves QuickBooks General Ledger report. Shows all transactions by account.
get_inventory_valuation_reportGet inventory valuation reportGETRetrieves QuickBooks Inventory Valuation report. Shows inventory quantities and values.
get_item_sales_reportGet item sales reportGETRetrieves QuickBooks Item Sales report. Shows sales totals by product/service.
get_profit_loss_detail_reportGet profit loss detail reportGETRetrieves QuickBooks Profit and Loss Detail report. Shows individual transactions affecting P&L.
get_profit_loss_reportGet profit loss reportGETRetrieves QuickBooks Profit and Loss report. Get income, expenses, and net profit for a date range.
get_transaction_list_reportGet transaction list reportGETRetrieves QuickBooks Transaction List report. Shows all transactions for a period.
get_trial_balance_reportGet trial balance reportGETRetrieves QuickBooks Trial Balance report. Shows all account balances with debits and credits.
get_vendor_balance_detail_reportGet vendor balance detail reportGETRetrieves QuickBooks Vendor Balance Detail report. Shows individual transactions per vendor.
get_vendor_balance_reportGet vendor balance reportGETRetrieves QuickBooks Vendor Balance report. Shows amounts owed to each vendor.
get_vendor_expenses_reportGet vendor expenses reportGETRetrieves QuickBooks Vendor Expenses report. Shows expense totals by vendor.

Invoice, 6 operations

create_invoiceCreate invoicePOSTCreates a new QuickBooks invoice. Bill customers with line items, amounts, and due dates.
delete_invoiceDelete invoicePOSTDeletes a QuickBooks invoice permanently.
get_invoiceGet invoiceGETRetrieves a specific QuickBooks invoice by ID. Returns complete invoice with line items and payment status.
list_invoicesList invoicesGETLists all QuickBooks invoices. Returns invoice records for accounts receivable management.
send_invoiceSend invoicePOSTSends a QuickBooks invoice via email. Deliver invoices to customers with payment links.
update_invoiceUpdate invoicePOSTUpdates a QuickBooks invoice. Modify invoice details, line items, or customer information.

Bill, 5 operations

create_billCreate billPOSTCreates a new bill.
delete_billDelete billPOSTDeletes a QuickBooks bill permanently.
get_billGet billGETRetrieves bill details.
list_billsList billsGETLists all bills.
update_billUpdate billPOSTUpdates a QuickBooks bill. Modify bill details or line items.

Estimate, 5 operations

create_estimateCreate estimatePOSTCreates a new estimate.
get_estimateGet estimateGETRetrieves a specific QuickBooks estimate by ID. Returns estimate details with line items.
list_estimatesList estimatesGETLists all estimates.
send_estimateSend estimatePOSTSends a QuickBooks estimate via email. Delivers quote to customer.
update_estimateUpdate estimatePOSTUpdates a QuickBooks estimate. Modify quote details or line items.

Account, 4 operations

create_accountCreate accountPOSTCreates a new account.
get_accountGet accountGETRetrieves a specific QuickBooks account by ID. Returns chart of accounts entry details.
list_accountsList accountsGETLists all accounts.
update_accountUpdate accountPOSTUpdates a QuickBooks account. Modify chart of accounts entry.

Creditmemo, 4 operations

create_credit_memoCreate credit memoPOSTCreates a QuickBooks credit memo. Issue credit to customer for returns or adjustments.
get_credit_memoGet credit memoGETRetrieves a specific QuickBooks credit memo by ID.
list_credit_memosList credit memosGETLists all QuickBooks credit memos. Returns customer credits for AR management.
send_credit_memoSend credit memoPOSTSends a QuickBooks credit memo via email.

Customer, 4 operations

create_customerCreate customerPOSTCreates a new QuickBooks customer. Add customer profiles with contact and billing information.
get_customerGet customerGETRetrieves a specific QuickBooks customer by ID. Returns complete customer profile with billing information.
list_customersList customersGETLists all QuickBooks customers. Returns customer profiles for accounts receivable and invoicing.
update_customerUpdate customerPOSTUpdates a QuickBooks customer. Modify customer profile with sparse or full update.

Employee, 4 operations

create_employeeCreate employeePOSTCreates a QuickBooks employee. Add new employee for payroll and time tracking.
get_employeeGet employeeGETRetrieves a specific QuickBooks employee by ID.
list_employeesList employeesGETLists all QuickBooks employees. Returns employee records for payroll and time tracking.
update_employeeUpdate employeePOSTUpdates a QuickBooks employee. Modify employee information.

Expense, 4 operations

create_expenseCreate expensePOSTCreates a new expense.
get_expenseGet expenseGETRetrieves a specific QuickBooks expense/purchase by ID.
list_expensesList expensesGETLists all expenses.
update_expenseUpdate expensePOSTUpdates a QuickBooks expense/purchase.

Payment, 4 operations

create_paymentCreate paymentPOSTCreates a QuickBooks payment and applies to invoices. Record customer payments against open invoices.
get_paymentGet paymentGETRetrieves a specific QuickBooks payment by ID. Returns payment details and linked invoices.
list_paymentsList paymentsGETLists all QuickBooks payments. Returns payment records for accounts receivable tracking.
update_paymentUpdate paymentPOSTUpdates a QuickBooks payment. Modify payment details or invoice application.

Product, 4 operations

create_itemCreate itemPOSTCreates a new QuickBooks item (product or service). Add catalog entries for invoicing.
get_itemGet itemGETRetrieves a specific QuickBooks item by ID. Returns complete product or service details.
list_itemsList itemsGETLists all QuickBooks items (products and services). Returns inventory for invoicing and sales.
update_itemUpdate itemPOSTUpdates a QuickBooks item. Modify product or service details with sparse or full update.

Salesreceipt, 4 operations

create_sales_receiptCreate sales receiptPOSTCreates a QuickBooks sales receipt. Record immediate payment sale.
get_sales_receiptGet sales receiptGETRetrieves a specific QuickBooks sales receipt by ID.
list_sales_receiptsList sales receiptsGETLists all QuickBooks sales receipts. Returns cash sales transactions.
send_sales_receiptSend sales receiptPOSTSends a QuickBooks sales receipt via email.

Attachable, 3 operations

create_attachableCreate attachablePOSTCreates a QuickBooks attachable. Attach file to transaction.
get_attachableGet attachableGETRetrieves a specific QuickBooks attachable by ID.
list_attachablesList attachablesGETLists all QuickBooks attachables. Returns file attachments linked to transactions.

Class, 3 operations

create_classCreate classPOSTCreates a QuickBooks class. Add tracking category for transactions.
get_classGet classGETRetrieves a specific QuickBooks class by ID.
list_classesList classesGETLists all QuickBooks classes. Returns tracking categories for transactions.

Department, 3 operations

create_departmentCreate departmentPOSTCreates a QuickBooks department. Add location or organizational unit.
get_departmentGet departmentGETRetrieves a specific QuickBooks department by ID.
list_departmentsList departmentsGETLists all QuickBooks departments. Returns location/department tracking entities.

Deposit, 3 operations

create_depositCreate depositPOSTCreates a QuickBooks deposit. Record bank deposit transaction.
get_depositGet depositGETRetrieves a specific QuickBooks deposit by ID.
list_depositsList depositsGETLists all QuickBooks deposits. Returns bank deposit transactions.

Journalentry, 3 operations

create_journal_entryCreate journal entryPOSTCreates a QuickBooks journal entry. Record manual double-entry transactions.
get_journal_entryGet journal entryGETRetrieves a specific QuickBooks journal entry by ID.
list_journal_entriesList journal entriesGETLists all QuickBooks journal entries. Returns manual accounting adjustments.

Paymentmethod, 3 operations

create_payment_methodCreate payment methodPOSTCreates a QuickBooks payment method.
get_payment_methodGet payment methodGETRetrieves a specific QuickBooks payment method by ID.
list_payment_methodsList payment methodsGETLists all QuickBooks payment methods. Returns payment types like Cash, Check, Credit Card.

Purchaseorder, 3 operations

create_purchase_orderCreate purchase orderPOSTCreates a new purchase order.
get_purchase_orderGet purchase orderGETRetrieves a specific QuickBooks purchase order by ID.
list_purchase_ordersList purchase ordersGETLists all purchase orders.

Refundreceipt, 3 operations

create_refund_receiptCreate refund receiptPOSTCreates a QuickBooks refund receipt. Process customer refund for returns.
get_refund_receiptGet refund receiptGETRetrieves a specific QuickBooks refund receipt by ID.
list_refund_receiptsList refund receiptsGETLists all QuickBooks refund receipts. Returns customer refund transactions.

Term, 3 operations

create_termCreate termPOSTCreates a QuickBooks payment term. Add payment term like Net 30.
get_termGet termGETRetrieves a specific QuickBooks payment term by ID.
list_termsList termsGETLists all QuickBooks payment terms. Returns net payment terms like Net 30.

Timeactivity, 3 operations

create_time_activityCreate time activityPOSTCreates a QuickBooks time activity. Record time for billing or payroll.
get_time_activityGet time activityGETRetrieves a specific QuickBooks time activity by ID.
list_time_activitiesList time activitiesGETLists all QuickBooks time activities. Returns time tracking entries for billing and payroll.

Transfer, 3 operations

create_transferCreate transferPOSTCreates a QuickBooks transfer. Move money between accounts.
get_transferGet transferGETRetrieves a specific QuickBooks transfer by ID.
list_transfersList transfersGETLists all QuickBooks transfers. Returns inter-account transfer transactions.

Vendor, 3 operations

create_vendorCreate vendorPOSTCreates a new vendor.
get_vendorGet vendorGETRetrieves vendor details.
list_vendorsList vendorsGETLists all vendors.

Vendorcredit, 3 operations

create_vendor_creditCreate vendor creditPOSTCreates a QuickBooks vendor credit. Record credit received from vendor.
get_vendor_creditGet vendor creditGETRetrieves a specific QuickBooks vendor credit by ID.
list_vendor_creditsList vendor creditsGETLists all QuickBooks vendor credits. Returns credits received from vendors.

Preference, 2 operations

get_preferencesGet preferencesGETRetrieves QuickBooks company preferences. Returns company settings and configurations.
update_preferencesUpdate preferencesPOSTUpdates QuickBooks company preferences.

Taxcode, 2 operations

get_tax_codeGet tax codeGETRetrieves a specific QuickBooks tax code by ID.
list_tax_codesList tax codesGETLists all QuickBooks tax codes. Returns sales tax configurations.

Taxrate, 2 operations

get_tax_rateGet tax rateGETRetrieves a specific QuickBooks tax rate by ID.
list_tax_ratesList tax ratesGETLists all QuickBooks tax rates. Returns tax rate percentages.

Batch, 1 operation

batch_requestBatch requestPOSTExecutes multiple QuickBooks operations in a single batch request.

Billpayment, 1 operation

pay_billPay billPOSTPays a bill.

Cdc, 1 operation

cdc_queryCdc queryGETRetrieves changed entities since a specified time using Change Data Capture.

Company, 1 operation

get_company_infoGet company infoGETRetrieves QuickBooks company information. Returns business profile with name, address, and contact details.

Query, 1 operation

queryQueryGETExecutes a QuickBooks query using SQL-like syntax. Retrieve any entity type with filters and pagination.

Showing the first 120 of 124 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

OAuth scopes QuickBooks requires

Each operation declares the scopes QuickBooks requires for it, listed here for the operations shown above.

com.intuit.quickbooks.accountingneeded by batch_request, cdc_query, create_account and 117 more

Use QuickBooks from Claude Code, Cursor or Codex

Connect QuickBooks in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its QuickBooks operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect QuickBooks

Create your workspace
Sign up free. Nothing to install.
Connect QuickBooks once
Add your QuickBooks connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

QuickBooks integration FAQ

What can you do with the QuickBooks integration?

LiveContext exposes 124 operations on QuickBooks, covering report, invoice, bill and estimate. Common uses include customer refunds, transaction review and AP adjustments.

Which OAuth scopes does QuickBooks require?

The operations listed on this page that declare a scope all need com.intuit.quickbooks.accounting.