QuickBooks

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.

Jay@hith3sh

Install

openclaw skills install @hith3sh/quickbooks-finance

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

text

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   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.

bash

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

bash

# 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

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

Connection Management

List Connections

bash

clawlink_list_integrations

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

Verify Connection

bash

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:

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

bash

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

Create an invoice

bash

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

bash

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

bash

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

Discovery Workflow

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

Execution Workflow

text

┌─────────────────────────────────────────────────────────────┐
│  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                                   │
└─────────────────────────────────────────────────────────────┘

For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
Prefer read, list, query, and get operations before writes when that reduces ambiguity.
For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
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

Check that the ClawLink plugin is installed:

bash

  openclaw plugins list

If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.

If a fresh chat does not help, run:

bash

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

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

Troubleshooting: Invalid Tool Call

Ensure the integration slug is exactly quickbooks.
Use clawlink_describe_tool to verify parameter names and types before calling.
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

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QuickBooks

Install

QuickBooks

Setup in 3 Steps

How It Works

Install

Quick Start

Authentication

Getting Connected

Connection Management

List Connections

Verify Connection

Reconnect

Security & Permissions

Tool Reference

Customers & Contacts

Invoices & Sales

Payments & Settlements

Bills & Purchasing

Accounts & Ledger

Employees & Time

Vendors

Reports

Company Settings

Data Management

Code Examples

List recent invoices

Create an invoice

Record a customer payment

Generate a customer balance report

Discovery Workflow

Execution Workflow

Notes

Error Handling

Troubleshooting: Tools Not Visible

Troubleshooting: Invalid Tool Call

Resources

Related Skills

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