# Quickbooks

> QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data.

- Skill: `majiayu000/quickbooks` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add majiayu000/quickbooks`
- Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/quickbooks/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: majiayu000 (https://skillmd.com/u/majiayu000)
- Updated: 2026-09-09
- Page: https://skillmd.com/skills/majiayu000/quickbooks

---


# QuickBooks

Access the QuickBooks Online API with managed OAuth authentication. Manage customers, vendors, invoices, payments, and run financial reports.

## Quick Start

```bash
# Query customers
curl -s -X GET 'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100' \
  -H 'Authorization: Bearer YOUR_API_KEY'
```

## Base URL

```
https://gateway.maton.ai/quickbooks/{native-api-path}
```

Replace `{native-api-path}` with the actual QuickBooks API endpoint path. The gateway proxies requests to `quickbooks.api.intuit.com`. The `:realmId` placeholder is automatically replaced with your company's realm ID from connection config.

## Authentication

All requests require the Maton API key in the Authorization header:

```
Authorization: Bearer YOUR_API_KEY
```

**Environment Variable:** Set your API key as `MATON_API_KEY`:

```bash
export MATON_API_KEY="YOUR_API_KEY"
```

### Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)
2. Go to [maton.ai/settings](https://maton.ai/settings)
3. Copy your API key

## Connection Management

Manage your QuickBooks OAuth connections at `https://ctrl.maton.ai`.

### List Connections

```bash
curl -s -X GET 'https://ctrl.maton.ai/connections?app=quickbooks&status=ACTIVE' \
  -H 'Authorization: Bearer YOUR_API_KEY'
```

### Create Connection

```bash
curl -s -X POST 'https://ctrl.maton.ai/connections' \
  -H 'Content-Type: application/json' \
  -H 'Authorization: Bearer YOUR_API_KEY' \
  -d '{"app": "quickbooks"}'
```

### Get Connection

```bash
curl -s -X GET 'https://ctrl.maton.ai/connections/{connection_id}' \
  -H 'Authorization: Bearer YOUR_API_KEY'
```

**Response:**
```json
{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "quickbooks",
    "metadata": {}
  }
}
```

Open the returned `url` in a browser to complete OAuth authorization.

### Delete Connection

```bash
curl -s -X DELETE 'https://ctrl.maton.ai/connections/{connection_id}' \
  -H 'Authorization: Bearer YOUR_API_KEY'
```

### Specifying Connection

If you have multiple QuickBooks connections, specify which one to use with the `Maton-Connection` header:

```bash
curl -s -X GET 'https://gateway.maton.ai/quickbooks/v3/company/:realmId/companyinfo/:realmId' \
  -H 'Authorization: Bearer YOUR_API_KEY' \
  -H 'Maton-Connection: 21fd90f9-5935-43cd-b6c8-bde9d915ca80'
```

If omitted, the gateway uses the default (oldest) active connection.

## API Reference

### Company Info

```bash
GET /quickbooks/v3/company/:realmId/companyinfo/:realmId
```

### Customers

#### Query Customers

```bash
GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100
```

#### Get Customer

```bash
GET /quickbooks/v3/company/:realmId/customer/{customerId}
```

#### Create Customer

```bash
POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "DisplayName": "John Doe",
  "PrimaryEmailAddr": {"Address": "john@example.com"},
  "PrimaryPhone": {"FreeFormNumber": "555-1234"}
}
```

#### Update Customer

Requires `Id` and `SyncToken` from previous GET:

```bash
POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0",
  "DisplayName": "John Doe Updated"
}
```

### Invoices

#### Query Invoices

```bash
GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Invoice%20MAXRESULTS%20100
```

#### Create Invoice

```bash
POST /quickbooks/v3/company/:realmId/invoice
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1"},
        "Qty": 1
      }
    }
  ]
}
```

#### Delete Invoice

```bash
POST /quickbooks/v3/company/:realmId/invoice?operation=delete
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0"
}
```

### Payments

#### Create Payment

```bash
POST /quickbooks/v3/company/:realmId/payment
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [{"TxnId": "456", "TxnType": "Invoice"}]
    }
  ]
}
```

### Reports

#### Profit and Loss

```bash
GET /quickbooks/v3/company/:realmId/reports/ProfitAndLoss?start_date=2024-01-01&end_date=2024-12-31
```

#### Balance Sheet

```bash
GET /quickbooks/v3/company/:realmId/reports/BalanceSheet?date=2024-12-31
```

### Batch Operations

```bash
POST /quickbooks/v3/company/:realmId/batch
Content-Type: application/json

{
  "BatchItemRequest": [
    {"bId": "1", "Query": "SELECT * FROM Customer MAXRESULTS 2"},
    {"bId": "2", "Query": "SELECT * FROM Vendor MAXRESULTS 2"}
  ]
}
```

## Query Language

QuickBooks uses SQL-like queries:

```sql
SELECT * FROM Customer WHERE DisplayName LIKE 'John%' MAXRESULTS 100
```

Operators: `=`, `LIKE`, `<`, `>`, `<=`, `>=`, `IN`

## SyncToken

All updates require the current `SyncToken`:
1. GET the entity to get current `SyncToken`
2. Include `Id` and `SyncToken` in POST body
3. If SyncToken doesn't match, update fails

## Code Examples

### JavaScript

```javascript
const response = await fetch(
  'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);
```

### Python

```python
import os
import requests

response = requests.get(
    'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'query': 'SELECT * FROM Customer MAXRESULTS 10'}
)
```

## Notes

- `:realmId` is automatically replaced by the router
- All queries must be URL-encoded
- Use `MAXRESULTS` to limit query results
- Dates are in `YYYY-MM-DD` format
- Soft delete entities by setting `Active: false`

## Error Handling

| Status | Meaning |
|--------|---------|
| 400 | Missing QuickBooks connection |
| 401 | Invalid or missing Maton API key |
| 429 | Rate limited (10 req/sec per account) |
| 4xx/5xx | Passthrough error from QuickBooks API |

## Resources

- [QuickBooks API Overview](https://developer.intuit.com/app/developer/qbo/docs/get-started)
- [Customers](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/customer)
- [Invoices](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/invoice)
- [Payments](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment)
- [Reports](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/report-entities/profitandloss)