quickbooks

name	quickbooks
description	This skill should be used when the user asks to "query quickbooks", "list customers", "list vendors", "list invoices", "get transactions", "check quickbooks", "quickbooks data", "accounting data", "list bills", "list deposits", "list purchases", "time activities", "list employees", "list accounts", or mentions QuickBooks Online operations. Provides read-only QuickBooks Online API integration.
version	1.0.0

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

Option	Description	Example
--start=DATE	Start date filter (YYYY-MM-DD)	--start=2024-01-01
--end=DATE	End date filter (YYYY-MM-DD)	--end=2024-12-31
--query-by=FIELD	Date field to filter on	--query-by=TxnDate
--where=CONDITION	Additional WHERE clause	--where="Active = true"
--max=N	Max results per page (default: 1000)	--max=100

Date Fields

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

Supported Entities

Entity	Command	Has TxnDate
Customer	customers	No
Vendor	vendors	No
Employee	employees	No
Account	accounts	No
Item	items	No
Invoice	invoices	Yes
Bill	bills	Yes
Purchase	purchases	Yes
Deposit	deposits	Yes
Payment	payments	Yes
TimeActivity	timeactivities	Yes
Estimate	estimates	Yes
SalesReceipt	salesreceipts	Yes
CreditMemo	creditmemos	Yes
JournalEntry	journalentries	Yes

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