QuickBooks Automation

QuickBooks Automation

Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.

Toolkit docs: claude-skills.ai/toolkits/quickbooks

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the quickbooks toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Core Workflows

1. Create an Invoice

Create a new invoice for a customer with line items.

Tool: QUICKBOOKS_CREATE_INVOICE

Key Parameters:

• customer_id (required) -- ID of the customer (CustomerRef.value)
• lines (required) -- Array of line item objects. Each must include:
  • DetailType -- e.g., "SalesItemLineDetail"
  • Amount -- Line item total
  • SalesItemLineDetail -- Object with ItemRef containing value (item ID)
• minorversion -- Optional API version parameter

Example:

Tool: QUICKBOOKS_CREATE_INVOICE
Arguments:
  customer_id: "21"
  lines: [
    {
      "DetailType": "SalesItemLineDetail",
      "Amount": 150.00,
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1", "name": "Services"}
      }
    }
  ]

Prerequisites: Resolve the customer ID using QUICKBOOKS_READ_CUSTOMER or create one with QUICKBOOKS_CREATE_CUSTOMER. Resolve item/account IDs using QUICKBOOKS_QUERY_ACCOUNT.

2. Manage Customers

Create and read customer records.

Tools:

• QUICKBOOKS_CREATE_CUSTOMER -- Create a new customer
• QUICKBOOKS_READ_CUSTOMER -- Read a customer by ID

Key Parameters for QUICKBOOKS_CREATE_CUSTOMER:

• display_name -- Display name (must be unique across customers, vendors, employees; max 500 chars)
• given_name -- First name (max 100 chars)
• family_name -- Last name (max 100 chars)
• middle_name -- Middle name (max 100 chars)
• title -- Title, e.g., "Mr.", "Dr." (max 16 chars)
• suffix -- Name suffix, e.g., "Jr." (max 16 chars)

At least one of display_name, title, given_name, middle_name, family_name, or suffix is required.

Key Parameters for QUICKBOOKS_READ_CUSTOMER:

• customer_id (required) -- ID of the customer to read

Example:

Tool: QUICKBOOKS_CREATE_CUSTOMER
Arguments:
  display_name: "Acme Corporation"
  given_name: "John"
  family_name: "Doe"

3. Query and Read Accounts

Retrieve account information for use in invoice line items and financial reporting.

Tools:

• QUICKBOOKS_QUERY_ACCOUNT -- Execute a query against accounts
• QUICKBOOKS_READ_ACCOUNT -- Read a specific account by ID

Key Parameters for QUICKBOOKS_QUERY_ACCOUNT:

• query (required) -- SQL-like query string, e.g., "SELECT * FROM Account WHERE AccountType = 'Income'"

Example:

Tool: QUICKBOOKS_QUERY_ACCOUNT
Arguments:
  query: "SELECT * FROM Account WHERE AccountType = 'Income' MAXRESULTS 10"

4. List and Filter Invoices

Retrieve invoices with optional pagination and filtering.

Tool: QUICKBOOKS_LIST_INVOICES

Steps:

1. Call QUICKBOOKS_LIST_INVOICES with pagination parameters
2. Use start_position and max_results to page through results
3. Filter by specific criteria as needed

Recommended Execution Plan

1. Resolve the customer using QUICKBOOKS_READ_CUSTOMER (if you have a customer ID) or create one with QUICKBOOKS_CREATE_CUSTOMER
2. Resolve item/revenue accounts using QUICKBOOKS_QUERY_ACCOUNT and QUICKBOOKS_READ_ACCOUNT to get account or item IDs for invoice line items
3. Create the invoice using QUICKBOOKS_CREATE_INVOICE with the resolved customer_id and well-formed line items
4. Verify creation using QUICKBOOKS_LIST_INVOICES to locate the new invoice by ID or DocNumber

Known Pitfalls

Quick Reference

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