Quickbooks

QuickBooks Skill

Sync with QuickBooks Online for accounting integration. Supports customers, invoices, and transactions with two-way sync and conflict resolution.

Capabilities

• status - Check connection status

  • Example: quickbooks status

• health - Health check for QuickBooks connection

  • Example: quickbooks health

• customers - List customers from QuickBooks

  • Options: --sync to sync from QuickBooks, --limit <n>
  • Example: quickbooks customers --sync

• customer-get <id> - Get customer details

  • Example: quickbooks customer-get 123

• customer-sync - Sync all customers from QuickBooks

  • Example: quickbooks customer-sync

• invoices - List invoices from QuickBooks

  • Options: --sync to sync, --limit <n>, --status <status>
  • Example: quickbooks invoices --sync --limit 50

• invoice-get <id> - Get invoice details

  • Example: quickbooks invoice-get 456

• invoice-sync - Sync all invoices from QuickBooks

  • Options: --since <date> to sync only recent invoices
  • Example: quickbooks invoice-sync --since 2024-01-01

• transactions - List transactions

  • Options: --sync, --limit <n>, --type <type>
  • Example: quickbooks transactions --sync

• transaction-sync - Sync all transactions

  • Example: quickbooks transaction-sync

• sync - Full sync (customers, invoices, transactions)

  • Options: --customers, --invoices, --transactions to sync only specific types
  • Example: quickbooks sync

• conflicts - List sync conflicts

  • Example: quickbooks conflicts

• conflict-resolve <id> - Resolve a conflict

  • Options: --use <local|remote> which version to keep
  • Example: quickbooks conflict-resolve 1 --use remote

• push-customer <local-id> - Push local customer to QuickBooks

  • Example: quickbooks push-customer 5

• push-invoice <local-id> - Push local invoice to QuickBooks

  • Example: quickbooks push-invoice 10

Setup

# First, set up quickbooks-auth skill
node ../quickbooks-auth/dist/cli.js connect mycompany

# Build this skill
npm install
npm run build

# Check status
npm run cli -- status

Storage

SQLite database at ~/.openclaw/skills/quickbooks/quickbooks.db:

• customers - Synced customer data from QuickBooks
• invoices - Synced invoice data
• transactions - Synced transaction data
• sync_state - Last sync timestamps and sync tokens
• conflicts - Unresolved sync conflicts

Sync Strategy

Two-Way Sync

• Changes from QuickBooks are pulled to local database
• Local changes can be pushed to QuickBooks
• Conflict detection based on last_updated timestamps

Conflict Resolution

When the same record is modified in both QuickBooks and locally:

1. Conflict is recorded in conflicts table
2. User must resolve with conflict-resolve
3. Options: keep local, keep remote, or merge

Incremental Sync

• Uses last_sync_time to fetch only changes since last sync
• Reduces API calls and sync time

API Limits

QuickBooks Online API has rate limits:

• 500 requests per minute per realm
• Sync operations batch requests to stay within limits