QuickBooks Online Integration for AI Agents
Connect your AI agent to 95 QA'd QuickBooks Online actions via MCP, A2A, or SDK, with agent authentication, tool-calling execution, and security built-in, plus 1 event to subscribe to.
QuickBooks Online AI Agent Actions
95 production-ready actions for your agent to do more on QuickBooks Online.
95 Actions
Execute Query - Execute a SQL-like query against QuickBooks Online API using the query endpoint. Returns unmodified API response.
Get Company Info - Retrieve company information directly from QuickBooks API.
List Customers - Retrieve a list of customers using query syntax. Returns paginated results.
Get Customer - Retrieve customer data by ID from QuickBooks API.
Create Customer - Create a new customer in QuickBooks. Either DisplayName or at least one name component (GivenName, MiddleName, FamilyName) is required.
Update Customer - Update an existing customer in QuickBooks. Requires Id and SyncToken.
List Invoices - Retrieve a list of invoices using query syntax. Returns paginated results.
Get Invoice - Retrieve invoice data by ID from QuickBooks API.
Create Invoice - Create a new invoice in QuickBooks. Requires Line array and CustomerRef.
Update Invoice - Update an existing invoice in QuickBooks. Requires Id and SyncToken.
Delete Invoice - Delete an invoice in QuickBooks using the delete operation.
List Vendors - Retrieve a list of vendors using query syntax. Returns paginated results.
Get Vendor - Retrieve vendor data by ID from QuickBooks API.
Create Vendor - Create a new vendor in QuickBooks. Either DisplayName or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix is required.
Update Vendor - Full update of an existing vendor in QuickBooks. Requires Id and SyncToken. Writable fields omitted from the request body are set to NULL.
List Bills - Retrieve a list of bills using query syntax. Returns paginated results.
Get Bill - Retrieve bill data by ID from QuickBooks API.
Create Bill - Create a new bill in QuickBooks. Requires Line array and VendorRef.
Update Bill - Update an existing bill in QuickBooks. Requires Id, SyncToken, and VendorRef.
List Bill Payments - Retrieve a list of bill payments using query syntax. Returns paginated results.
Get Bill Payment - Retrieve bill payment data by ID from QuickBooks API.
Create Bill Payment - Create a new bill payment in QuickBooks. Requires VendorRef, TotalAmt, Line, and PayType.
Update Bill Payment - Update an existing bill payment in QuickBooks. Requires Id and SyncToken.
List Vendor Credits - Retrieve a list of vendor credits using query syntax. Returns paginated results.
Get Vendor Credit - Retrieve vendor credit data by ID from QuickBooks API.
Create Vendor Credit - Create a new vendor credit in QuickBooks. Requires Line array and VendorRef.
Update Vendor Credit - Update an existing vendor credit in QuickBooks. Requires Id, SyncToken, and VendorRef.
Delete Bill - Delete a bill in QuickBooks using the delete operation.
Delete Bill Payment - Delete a bill payment in QuickBooks using the delete operation.
Delete Vendor Credit - Delete a vendor credit in QuickBooks using the delete operation.
List Payments - Retrieve a list of payments using query syntax. Returns paginated results.
Get Payment - Retrieve payment data by ID from QuickBooks API.
Create Payment - Create a new payment in QuickBooks. Requires CustomerRef and TotalAmt.
Update Payment - Update an existing payment in QuickBooks. Requires Id and SyncToken.
Delete Payment - Delete a payment in QuickBooks using the delete operation.
List Accounts - Retrieve a list of accounts using query syntax. Returns paginated results.
Get Account - Retrieve account data by ID from QuickBooks API.
Create Account - Create a new account in QuickBooks. Requires Name and either AccountType or AccountSubType.
Update Account - Update an existing account in QuickBooks. Requires Id, SyncToken, and Name.
List Items - Retrieve a list of items using query syntax. Returns paginated results.
Get Item - Retrieve item data by ID from QuickBooks API.
Create Item - Create a new item in QuickBooks. Requires Name and Type (with minorVersion 4+).
Update Item - Update an existing item in QuickBooks. Requires Id and SyncToken. Full update - omitted fields are set to NULL.
Get Estimate - Retrieve estimate data by ID from QuickBooks API.
Create Estimate - Create a new estimate in QuickBooks. Requires Line array and CustomerRef.
Update Estimate - Update an existing estimate in QuickBooks. Requires Id and SyncToken.
Delete Estimate - Delete an estimate in QuickBooks using the delete operation.
List Purchase Orders - Retrieve a list of purchase orders using query syntax. Returns paginated results.
Get Purchase Order - Retrieve purchase order data by ID from QuickBooks API.
Create Purchase Order - Create a new purchase order in QuickBooks. Requires APAccountRef, VendorRef, and Line array.
Delete Purchase Order - Delete a purchase order in QuickBooks using the delete operation.
List Purchases - Retrieve a list of purchases using query syntax. Returns paginated results.
Get Purchase - Retrieve purchase transaction data by ID from QuickBooks API.
Create Purchase - Create a new purchase transaction in QuickBooks. Requires Line array, AccountRef, and PaymentType.
Delete Purchase - Delete a purchase in QuickBooks using the delete operation.
Get Credit Memo - Retrieve credit memo data by ID from QuickBooks API.
Create Credit Memo - Create a new credit memo in QuickBooks. Requires Line array and CustomerRef.
Delete Credit Memo - Delete a credit memo in QuickBooks using the delete operation.
List Sales Receipts - Retrieve a list of sales receipts using query syntax. Returns paginated results.
Get Sales Receipt - Retrieve sales receipt data by ID from QuickBooks API.
Create Sales Receipt - Create a new sales receipt in QuickBooks. Requires Line array with at least one SalesItemLine or GroupLine.
Delete Sales Receipt - Delete a sales receipt in QuickBooks using the delete operation.
List Refund Receipts - Retrieve a list of refund receipts using query syntax. Returns paginated results.
Get Refund Receipt - Retrieve refund receipt data by ID from QuickBooks API.
Create Refund Receipt - Create a new refund receipt in QuickBooks. Requires Line array with at least one line item.
Delete Refund Receipt - Delete a refund receipt in QuickBooks using the delete operation.
Get Journal Entry - Retrieve journal entry data by ID from QuickBooks API.
Create Journal Entry - Create a new journal entry in QuickBooks. Requires Line array with debits and credits that balance.
Delete Journal Entry - Delete a journal entry in QuickBooks using the delete operation.
Get Deposit - Retrieve deposit data by ID from QuickBooks API.
Create Deposit - Create a new deposit in QuickBooks. Requires DepositToAccountRef and Line array.
Get Transfer - Retrieve transfer data by ID from QuickBooks API.
Create Transfer - Create a new transfer in QuickBooks. Requires FromAccountRef, ToAccountRef, and Amount.
Delete Deposit - Delete a deposit in QuickBooks using the delete operation.
Delete Transfer - Delete a transfer in QuickBooks. Requires full payload including Id, SyncToken, FromAccountRef, ToAccountRef, and Amount.
Get Employee - Retrieve employee data by ID from QuickBooks API.
Create Employee - Create a new employee in QuickBooks. At least one of GivenName or FamilyName is required.
Get Class - Retrieve class data by ID from QuickBooks API.
Create Class - Create a new class in QuickBooks. Requires Name.
Get Department - Retrieve department data by ID from QuickBooks API.
Create Department - Create a new department in QuickBooks. Requires Name.
List Tax Codes - Retrieve a list of tax codes using query syntax. Returns paginated results.
Get Tax Code - Retrieve tax code data by ID from QuickBooks API.
List Tax Rates - Retrieve a list of tax rates using query syntax. Returns paginated results.
Get Tax Rate - Retrieve tax rate data by ID from QuickBooks API.
Get Payment Method - Retrieve payment method data by ID from QuickBooks API.
Create Payment Method - Create a new payment method in QuickBooks. Requires Name.
Get Term - Retrieve payment term data by ID from QuickBooks API.
Create Term - Create a new payment term in QuickBooks. Requires Name.
Get Account List Report - Retrieve the Account List report from QuickBooks, which provides detailed information about all accounts including balances, types, and descriptions.
Get Profit And Loss Report - Retrieve Profit and Loss report from QuickBooks API.
Get Balance Sheet Report - Retrieve Balance Sheet report from QuickBooks API.
Get Cash Flow Report - Retrieve Cash Flow statement from QuickBooks API.
Get Aged Receivables Detail Report - Retrieve Aged Receivables Detail report from QuickBooks API.
Get Aged Payables Detail Report - Retrieve Aged Payables Detail report from QuickBooks API.
QuickBooks Online Webhook Events
1 real-time QuickBooks Online event your AI agent can subscribe to.
1 Event
- Data Changed Fires whenever one or more QuickBooks Online entities are created, updated, deleted, merged, voided, or emailed. QuickBooks Online delivers a single generic notification for every change instead of one event per entity type, and one delivery can batch changes for several different entities (and, rarely, several different companies/realms) at once — so this is the only event action for the connector; there is no per-entity-type handler. Inspect `entities[].name` (e.g. `Customer`, `Invoice`, `Bill`, `Payment`, `Vendor`, `Item`, `Account`, `Estimate`, `PurchaseOrder`, `CreditMemo`, `SalesReceipt`, `JournalEntry`, `Deposit`, `Employee`, `Class`, `PaymentMethod`, `BillPayment`, `Purchase`, `RefundReceipt`, `VendorCredit`, and others) and `entities[].operation` (`Create`, `Update`, `Delete`, `Merge`, `Void`, `Emailed`) to decide how to react, then call the matching StackOne action with `entities[].id` to fetch the full record — for example `Customer` -> `get_customer`, `Invoice` -> `get_invoice`, `Bill` -> `list_bills`, `Vendor` -> `get_vendor`, `Payment` -> `get_payment`, `Item` -> `get_item`, `Estimate` -> `get_estimate`, `PurchaseOrder` -> `get_purchase_order`, `CreditMemo` -> `get_credit_memo`, `SalesReceipt` -> `get_sales_receipt`, `JournalEntry` -> `get_journal_entry`, `Deposit` -> `get_deposit`, `Employee` -> `get_employee`, `Class` -> `get_class`, `PaymentMethod` -> `get_payment_method`, `Account` -> `get_account`. QuickBooks Online does not send a body for deleted/voided entities beyond the id, name, and operation, so a delete cannot be re-fetched. This action only forwards the raw envelope; it does not verify the `intuit-signature` header.
QuickBooks Online AI Agent Use Cases
Connect your AI agent to QuickBooks Online and help your team scale the finance operations they run by hand today.
Invoice Processing
Automate invoice processing with AI agents connected to your ERP, accounting software, and AP tools through StackOne.
View Accounts Receivable Dunning
Use StackOne to connect your AI agent to your accounting, CRM, and messaging systems to automate Accounts Receivable dunning and payment follow-up.
View Invoice Processing
Use StackOne to connect your AI agent to your accounting, email, and document management systems to automate invoice processing and purchase order matching.
ViewDo More, Build Less
Connect AI to QuickBooks Online and control what it can do, down to the field
"What impressed us most about StackOne is its ambition and clarity. They're creating infrastructure that modern software and the entire AI agent ecosystem can rely on. The depth of secure integrations, the pace of delivery, and the team's foresight into AI's future uniquely position StackOne to redefine this category."
Luna Schmid, Partner at GV
"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."
Barbry McGann, SVP at Workday Ventures
Product Teams Love Building Agent Integrations With StackOne
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QuickBooks Online AI agent integration resources
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Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
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QuickBooks Online integration FAQ
Do I need to create my own auth app to connect QuickBooks Online to StackOne?
Yes, you need an auth app inside the Intuit Developer Portal. Intuit calls this an "app" with "Keys & credentials" (Client ID and Client Secret). Once created with the StackOne redirect URI, paste both into the StackOne dashboard auth config for the QuickBooks Online connector. End users also supply a Company ID (Realm ID) at link time. See the QuickBooks Online auth docs.
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