Quickbooks

QuickBooks Skill

Read-only access to QuickBooks Online data including customers, vendors, invoices, bills, purchases, deposits, time activities, and more.

First-Time Setup

1. Run npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts setup to see setup instructions
2. Create credentials file at .claude/quickbooks-skill.local.json
3. Run npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts refresh to get access token
4. Run npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts check to verify connection

Tokens are stored per-project in .claude/quickbooks-skill.local.json.

Commands

Connection Management

# Display setup instructions
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts setup

# Check connection status and company info
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts check

# Refresh access token (tokens expire after 1 hour)
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts refresh

Query Entities

All query commands support date filtering and pagination.

# List customers
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts customers
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts customers --start=2024-01-01 --end=2024-12-31

# List vendors
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts vendors

# List employees
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts employees

# List invoices
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts invoices --start=2024-01-01
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts invoices --query-by=TxnDate

# List bills
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts bills --start=2024-01-01

# List purchases (checks, expenses, etc.)
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts purchases --start=2024-01-01

# List deposits
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts deposits --start=2024-01-01

# List payments
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts payments --start=2024-01-01

# List time activities
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts timeactivities --start=2024-01-01

# List accounts (chart of accounts)
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts accounts

# List items (products/services)
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts items

# List estimates
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts estimates --start=2024-01-01

# List sales receipts
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts salesreceipts --start=2024-01-01

# List credit memos
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts creditmemos --start=2024-01-01

# List journal entries
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts journalentries --start=2024-01-01

Get Specific Records

# Get a specific customer
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts get Customer 123

# Get a specific invoice
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts get Invoice 456

# Get a specific purchase
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts get Purchase 789

Get Reference Maps

# Get Account ID to name mapping
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts refs Account

# Get Customer ID to name mapping
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts refs Customer

# Get Vendor ID to name mapping
npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts refs Vendor

Query Options

Date Fields

• MetaData.LastUpdatedTime - When record was last modified (default)
• TxnDate - Transaction date (for transactions)
• MetaData.CreateTime - When record was created

Supported Entities

Output

All commands return JSON with success and data fields.

{
  "success": true,
  "data": {
    "results": [...],
    "count": 42,
    "entity": "Customer"
  }
}

Help

npx tsx ${CLAUDE_PLUGIN_ROOT}/scripts/quickbooks.ts --help