quickbooks-finance

name	quickbooks-finance
description	Manage QuickBooks accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API. Use when users want to read or modify accounting records, create invoices, process payments, manage vendors, or run financial reports.

QuickBooks

Manage QuickBooks from chat — accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure QuickBooks API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect QuickBooks
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect QuickBooks

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│ QuickBooks       │
│   (User Chat)   │     │   (OAuth)    │     │ (Online API)     │
└─────────────────┘     └──────────────┘     └──────────────────┘
          │                       │                       │
          │  1. Install Plugin    │                       │
          │  2. Pair Device      │                       │
          │  3. Connect QB       │                       │
          │                      │  4. Secure Token       │
          │                      │  5. Proxy Requests     │
          │                      │                       │
          ▼                      ▼                       ▼
    ┌──────────┐          ┌──────────┐          ┌──────────┐
    │  SKILL   │          │ Dashboard│          │ QuickBooks│
    │  File    │          │ Auth     │          │ Company │
    └──────────┘          └──────────┘          └──────────┘

Install

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for QuickBooks again."

Quick Start

# List recent invoices
clawlink_call_tool --tool "quickbooks_list_invoices" --params '{"limit": 10}'

# Read a customer
clawlink_call_tool --tool "quickbooks_read_customer" --params '{"customer_id": "CUSTOMER_ID"}'

# Create an invoice
clawlink_call_tool --tool "quickbooks_create_invoice" --params '{"customer_id": "CUSTOMER_ID", "line_items": [{"amount": 100.00, "description": "Service rendered"}]}'

Authentication

All QuickBooks tool calls are authenticated automatically by ClawLink using the user's connected QuickBooks account.

No API key is required in chat. ClawLink stores the OAuth token securely and injects it into every QuickBooks Online API request on the user's behalf.

Getting Connected

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with clawlink_begin_pairing if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=quickbooks and connect QuickBooks.
4. Call clawlink_list_integrations to verify the connection is active.

Connection Management

List Connections

clawlink_list_integrations

Response: Returns all connected integrations. Look for quickbooks in the list.

Verify Connection

clawlink_list_tools --integration quickbooks

Response: Returns the live tool catalog for QuickBooks.

Reconnect

If QuickBooks tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=quickbooks
2. After they confirm, call clawlink_list_integrations to verify
3. Then call clawlink_list_tools --integration quickbooks

Security & Permissions

• Access is scoped to the QuickBooks company data accessible via the connected OAuth app.
• All write operations require explicit user confirmation. Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
• Destructive actions (delete customer, void invoice, reverse payment) are marked as high-impact and must be confirmed.
• Financial data should be reviewed carefully before writes — confirm amounts, accounts, and dates.

Tool Reference

Customers & Contacts

Tool	Description	Mode
quickbooks_read_customer	Read a customer by ID	Read
quickbooks_create_customer	Create a new customer	Write
quickbooks_customer_balance_report	Generate a customer balance report	Read
quickbooks_customer_balance_detail	Generate a customer balance detail report	Read

Invoices & Sales

Tool	Description	Mode
quickbooks_list_invoices	List invoices with pagination	Read
quickbooks_read_invoice	Read an invoice by ID	Read
quickbooks_create_invoice	Create a new invoice	Write
quickbooks_update_full_invoice	Fully replace an invoice	Write
quickbooks_update_sparse_invoice	Update specific invoice fields	Write
quickbooks_get_invoice_pdf	Download invoice as PDF	Read
quickbooks_create_sales_receipt	Create a sales receipt	Write
quickbooks_get_sales_receipt	Read a sales receipt	Read
quickbooks_get_salesreceipt_pdf	Download sales receipt as PDF	Read
quickbooks_create_credit_memo	Create a credit memo	Write
quickbooks_get_credit_memo	Read a credit memo	Read
quickbooks_get_credit_memo_pdf	Download credit memo as PDF	Read
quickbooks_send_credit_memo	Email a credit memo	Write
quickbooks_create_estimate	Create an estimate/quote	Write
quickbooks_get_estimate	Read an estimate	Read
quickbooks_get_estimate_pdf	Download estimate as PDF	Read

Payments & Settlements

Tool	Description	Mode
quickbooks_create_payment	Record a customer payment	Write
quickbooks_get_payment	Read a payment by ID	Read
quickbooks_get_payment_pdf	Download payment as PDF	Read
quickbooks_create_echeck_payment	Process an eCheck payment	Write
quickbooks_create_bank_account	Add a bank account for ACH	Write
quickbooks_delete_bank_account	Remove a customer's bank account	Write
quickbooks_list_cards	List stored payment cards	Read
quickbooks_capture_charge	Capture an authorized charge	Write

Bills & Purchasing

Tool	Description	Mode
quickbooks_create_bill	Create a vendor bill	Write
quickbooks_get_bill	Read a bill by ID	Read
quickbooks_create_bill_payment	Record a bill payment	Write
quickbooks_get_bill_payment	Read a bill payment	Read
quickbooks_create_purchase_order	Create a purchase order	Write
quickbooks_get_purchase_order	Read a purchase order	Read
quickbooks_get_purchase_order_pdf	Download PO as PDF	Read
quickbooks_create_vendor_credit	Create a vendor credit	Write
quickbooks_get_vendor_credit	Read a vendor credit	Read

Accounts & Ledger

Tool	Description	Mode
quickbooks_read_account	Read an account by ID	Read
quickbooks_create_account	Create a new account	Write
quickbooks_query_account	Query accounts with SOQL	Read
quickbooks_create_deposit	Record a deposit	Write
quickbooks_get_deposit	Read a deposit	Read
quickbooks_create_journal_entry	Create a journal entry	Write
quickbooks_get_journal_entry	Read a journal entry	Read
quickbooks_get_transfer	Read a transfer	Read

Employees & Time

Tool	Description	Mode
quickbooks_create_employee	Create an employee	Write
quickbooks_read_employee	Read an employee	Read
quickbooks_create_time_activity	Log time activity	Write
quickbooks_get_time_activity	Read time activity	Read

Vendors

Tool	Description	Mode
quickbooks_read_vendor	Read a vendor by ID	Read
quickbooks_create_vendor	Create a new vendor	Write

Reports

Tool	Description	Mode
quickbooks_get_reports	Retrieve standard reports	Read
quickbooks_get_balance_sheet_report	Balance sheet report	Read
quickbooks_get_profit_and_loss_report	Profit & Loss report	Read
quickbooks_get_profit_and_loss_detail_report	Detailed P&L report	Read
quickbooks_get_aged_receivables_report	Aged receivables report	Read
quickbooks_get_general_ledger_report	General ledger report	Read
quickbooks_get_transaction_list_report	Transaction list report	Read
quickbooks_get_inventory_valuation_summary	Inventory valuation report	Read
quickbooks_get_report_customer_sales	Customer sales report	Read
quickbooks_get_report_item_sales	Item sales report	Read
quickbooks_get_report_trial_balance	Trial balance report	Read

Company Settings

Tool	Description	Mode
quickbooks_get_company_info	Read company information	Read
quickbooks_update_company_info	Update company details	Write
quickbooks_get_preferences	Read company preferences	Read
quickbooks_update_preferences	Update preferences	Write
quickbooks_get_exchange_rate	Get currency exchange rate	Read

Data Management

Tool	Description	Mode
quickbooks_get_changed_entities	Get entities changed since a timestamp	Read
quickbooks_execute_batch_operation	Execute up to 30 operations in one batch	Write
quickbooks_query_entities	Query any entity with SOQL	Read

Code Examples

List recent invoices

clawlink_call_tool --tool "quickbooks_list_invoices" \
  --params '{
    "limit": 10
  }'

Create an invoice

clawlink_call_tool --tool "quickbooks_create_invoice" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "line_items": [
      {
        "description": "Consulting services",
        "amount": 500.00,
        "quantity": 1
      }
    ],
    "due_date": "2025-07-15"
  }'

Record a customer payment

clawlink_call_tool --tool "quickbooks_create_payment" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "amount": 500.00,
    "payment_method_id": "PAYMENT_METHOD_ID",
    "deposit_to_account_id": "BANK_ACCOUNT_ID"
  }'

Generate a customer balance report

clawlink_call_tool --tool "quickbooks_customer_balance_report" \
  --params '{
    "customer_id": "CUSTOMER_ID"
  }'

Discovery Workflow

1. Call clawlink_list_integrations to confirm QuickBooks is connected.
2. Call clawlink_list_tools --integration quickbooks to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration quickbooks.
5. If no QuickBooks tools appear, direct the user to https://claw-link.dev/dashboard?add=quickbooks.

Execution Workflow

┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → query → report → call                          │
│                                                             │
│  Example: List invoices → Read invoice → Show results         │
└─────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  list → get → describe → preview → confirm → call             │
│                                                             │
│  Example: Describe tool → Preview changes → User approves   │
│           → Execute create                                   │
└─────────────────────────────────────────────────────────────┘

1. For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
2. Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
3. Prefer read, list, query, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
5. Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

Notes

• QuickBooks Online API uses OAuth 2.0 — ClawLink handles token refresh automatically.
• Many write operations require a SyncToken from a prior read — stale tokens cause update rejections.
• SOQL queries have restrictions: OR and parentheses are not supported; use IN for multiple values.
• Batch operations are limited to 30 items per request.
• Reports return CSV-like text that must be parsed before structured analysis.

Error Handling

Status / Error	Meaning
Tool not found	The tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration quickbooks.
Missing connection	QuickBooks is not connected. Direct the user to https://claw-link.dev/dashboard?add=quickbooks.
SyncToken mismatch	The record was modified since your read. Re-read the record to get the current SyncToken.
INVALID_FIELD	The SOQL query references a non-queryable field. Check the tool schema or simplify the query.
INSUFFICIENT_ACCESS_OR_READONLY	The connected account lacks permission for this operation.
Write rejected	User did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible

1. Check that the ClawLink plugin is installed:

  openclaw plugins list

2. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.
3. If a fresh chat does not help, run:

   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   

4. After restart, tell the user to send /new again and retry.

Troubleshooting: Invalid Tool Call

1. Ensure the integration slug is exactly quickbooks.
2. Use clawlink_describe_tool to verify parameter names and types before calling.
3. For write operations, always call clawlink_preview_tool first.

Resources

• QuickBooks Online API
• QuickBooks API Reference
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=quickbooks-finance
• ClawLink Docs: https://docs.claw-link.dev/openclaw
• ClawLink Verification: https://claw-link.dev/verify

Related Skills

• Razorpay — For payment processing in India
• Stripe — For global payment processing

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