QuickBooks Online
Accounting platform for managing invoices, customers, payments, expenses, and financial reports.
Free account. No credit card required.
Three ways to use QuickBooks Online
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with QuickBooks Online.
Batch Operations
Execute multiple API operations in a single HTTP request for better performance.
Change Data Capture
Retrieve all entities that have changed since a given timestamp, useful for syncing data.
Create Account
Create a new account in the chart of accounts (e.g., expense, income, bank, or asset account).
Create Bill
Create a new bill (accounts payable) from a vendor with line items and due date.
Create Bill Payment
Record a payment to a vendor against one or more bills.
Create Company Currency
Add an active currency to a multicurrency-enabled company.
Supported triggers
Start a workflow when something happens in QuickBooks Online.
New Customer in QuickBooks
Triggers when a new customer is added in QuickBooks Online.
New Invoice in QuickBooks
Triggers when a new invoice is added in QuickBooks Online.
New Paid Invoice in QuickBooks
Triggers when an invoice balance becomes zero (fully paid) in QuickBooks Online.
New Invoice Due Soon in QuickBooks
Triggers when an unpaid invoice is due within the specified number of days.
New Estimate in QuickBooks
Triggers when a new estimate is added in QuickBooks Online.
Updated Estimate in QuickBooks
Triggers when an existing estimate is modified in QuickBooks Online.
Get started automating QuickBooks Online
Ready-to-use workflows
