QuickBooks Online

QuickBooks Online (quickbooks.intuit.com). Use this skill for ANY QuickBooks Online request — reading, creating, updating, and deleting data. Whenever a task involves QuickBooks Online, use this skill instead of calling the API directly.

Operate QuickBooks Online through your OOMOL-connected account. This skill calls the quickbooks connector with the oo CLI; OOMOL injects credentials server-side, so you never handle raw tokens.

Running an action

Assume the user has already installed the oo CLI, signed in, and connected QuickBooks Online. Do not run oo auth login or open the connection URL proactively — just run the action. Fall back to First-time setup only when a command actually fails with an auth or connection error.

1. Inspect the contract to get the authoritative input/output schema before building a payload:

bash

oo connector schema "quickbooks" --action "<action_name>"

2. Run the action with a JSON payload that matches the input schema:

bash

oo connector run "quickbooks" --action "<action_name>" --data '<json>' --json

• --data takes a JSON object string or @path/to/file.json; omit it to send {}.
• The response is { "data": ..., "meta": { "executionId": "..." } }; the execution id lives under meta.executionId.

Each action is listed below with a one-line description; actions that change state carry a [write] or [destructive] tag. Before constructing --data, fetch the action's live schema with oo connector schema to get its authoritative input fields.

Available actions

• batch — Run up to 30 operations in one request. Each item is either a read-only query or a create, update or delete of one entity. Items do not roll back each other when one fails. [destructive]
• create_account — Create a account. [write]
• create_bill — Create a bill. [write]
• create_bill_payment — Create a bill payment. [write]
• create_credit_memo — Create a credit memo. [write]
• create_credit_term — Create a credit term. [write]
• create_customer — Create a customer. [write]
• create_department — Create a department. [write]
• create_deposit — Create a deposit. [write]
• create_employee — Create a employee. [write]
• create_estimate — Create a estimate. [write]
• create_invoice — Create an invoice for a customer from one or more sales lines. [write]
• create_journal_code — Create a journal code. [write]
• create_journal_entry — Create a journal entry. [write]
• create_payment — Record a customer payment, optionally applying it to specific invoices. [write]
• create_payment_method — Create a payment method. [write]
• create_product — Create a product or service. [write]
• create_purchase — Create a purchase (expense, check or credit card charge). [write]
• create_purchase_order — Create a purchase order. [write]
• create_record — Create a record of any supported entity by name. [write]
• create_refund_receipt — Create a refund receipt. [write]
• create_sales_receipt — Create a sales receipt. [write]
• create_tax_agency — Create a tax agency. [write]
• create_time_activity — Create a time activity. [write]
• create_transfer — Create a transfer. [write]
• create_vendor — Create a vendor. [write]
• create_vendor_credit — Create a vendor credit. [write]
• delete_account — Deactivate a account by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_attachment — Permanently delete an attachment. [destructive]
• delete_bill — Permanently delete a bill. This cannot be undone. [destructive]
• delete_bill_payment — Permanently delete a bill payment. This cannot be undone. [destructive]
• delete_credit_memo — Permanently delete a credit memo. This cannot be undone. [destructive]
• delete_credit_term — Deactivate a credit term by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_customer — Deactivate a customer by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_department — Deactivate a department by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_deposit — Permanently delete a deposit. This cannot be undone. [destructive]
• delete_employee — Deactivate a employee by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_estimate — Permanently delete a estimate. This cannot be undone. [destructive]
• delete_invoice — Permanently delete an invoice. This cannot be undone; void the invoice instead to keep a record. [destructive]
• delete_journal_entry — Permanently delete a journal entry. This cannot be undone. [destructive]
• delete_payment — Permanently delete a payment. This cannot be undone. [destructive]
• delete_payment_method — Deactivate a payment method by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_product — Deactivate a product or service by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_purchase — Permanently delete a purchase (expense, check or credit card charge). This cannot be undone. [destructive]
• delete_purchase_order — Permanently delete a purchase order. This cannot be undone. [destructive]
• delete_record — Delete a record of any supported entity by name. Entities QuickBooks cannot delete are deactivated instead. [destructive]
• delete_refund_receipt — Permanently delete a refund receipt. This cannot be undone. [destructive]
• delete_sales_receipt — Permanently delete a sales receipt. This cannot be undone. [destructive]
• delete_time_activity — Permanently delete a time activity. This cannot be undone. [destructive]
• delete_transfer — Permanently delete a transfer. This cannot be undone. [destructive]
• delete_vendor — Deactivate a vendor by setting Active to false. QuickBooks does not delete this kind of record. [destructive]
• delete_vendor_credit — Permanently delete a vendor credit. This cannot be undone. [destructive]
• get_account — Get one account by ID.
• get_attachment — Get an attachment's metadata by ID.
• get_attachment_download_url — Get a temporary URL to download an attachment's file.
• get_bill — Get one bill by its ID.
• get_bill_payment — Get one bill payment by its ID.
• get_changes — List records of the given entities that changed since a point in time (change data capture). QuickBooks looks back at most 30 days and returns at most 1000 records per call.
• get_company_info — Get the connected company's profile: name, legal name, address, fiscal year start and country.
• get_credit_memo — Get one credit memo by its ID.
• get_credit_term — Get one credit term by its ID.
• get_customer — Get one customer by ID, including its current SyncToken.
• get_department — Get one department by its ID.
• get_deposit — Get one deposit by its ID.
• get_employee — Get one employee by its ID.
• get_estimate — Get one estimate by its ID.
• get_exchange_rate — Get the exchange rate from a currency to the company's home currency.
• get_invoice — Get one invoice by ID, including its lines, balance and current SyncToken.
• get_journal_code — Get one journal code by its ID.
• get_journal_entry — Get one journal entry by its ID.
• get_payment — Get one payment by ID, including the invoices it was applied to.
• get_payment_method — Get one payment method by its ID.
• get_preferences — Get the company preferences: accounting, sales, tax, currency and other settings.
• get_product — Get one product or service by its ID.
• get_purchase — Get one purchase (expense, check or credit card charge) by its ID.
• get_purchase_order — Get one purchase order by its ID.
• get_record — Get one record of any supported entity by name and ID.
• get_refund_receipt — Get one refund receipt by its ID.
• get_report — Run any QuickBooks report. Use parameters for report-specific options such as customer, vendor or account filters.
• get_sales_receipt — Get one sales receipt by its ID.
• get_tax_agency — Get one tax agency by its ID.
• get_tax_code — Get one tax code by its ID.
• get_tax_rate — Get one tax rate by its ID.
• get_time_activity — Get one time activity by its ID.
• get_transfer — Get one transfer by its ID.
• get_vendor — Get one vendor by its ID.
• get_vendor_credit — Get one vendor credit by its ID.
• list_accounts — List accounts from the chart of accounts, optionally filtered by type or name.
• list_attachments — List attachments, optionally only those linked to one record.
• list_bill_payments — List bill payments, optionally filtered.
• list_bills — List bills, optionally filtered.
• list_budgets — List budgets, optionally filtered.
• list_classes — List classs, optionally filtered.
• list_credit_memos — List credit memos, optionally filtered.
• list_credit_terms — List credit terms, optionally filtered.
• list_currencies — List currencys, optionally filtered.
• list_customers — List customers, optionally filtered by name or active status.
• list_departments — List departments, optionally filtered.
• list_deposits — List deposits, optionally filtered.
• list_employees — List employees, optionally filtered.
• list_estimates — List estimates, optionally filtered.
• list_invoices — List invoices, optionally filtered by customer, number, date range or open balance.
• list_journal_codes — List journal codes, optionally filtered.
• list_journal_entries — List journal entrys, optionally filtered.
• list_payment_methods — List payment methods, optionally filtered.
• list_payments — List customer payments, optionally filtered by customer or date range.
• list_products — List product or services, optionally filtered.
• list_purchase_orders — List purchase orders, optionally filtered.
• list_purchases — List purchase (expense, check or credit card charge)s, optionally filtered.
• list_records — List records of any supported entity by name. Prefer the entity-specific list actions.
• list_refund_receipts — List refund receipts, optionally filtered.
• list_sales_receipts — List sales receipts, optionally filtered.
• list_tax_agencies — List tax agencys, optionally filtered.
• list_tax_codes — List tax codes, optionally filtered.
• list_tax_rates — List tax rates, optionally filtered.
• list_time_activities — List time activitys, optionally filtered.
• list_transfers — List transfers, optionally filtered.
• list_vendor_credits — List vendor credits, optionally filtered.
• list_vendors — List vendors, optionally filtered.
• ping — Check that the connection works by reading the company profile.
• update_attachment — Update an attachment's metadata, such as its note or file name. [write]
• update_bill — Update a bill. With the default sparse update only the supplied fields change. [write]
• update_bill_payment — Update a bill payment. With the default sparse update only the supplied fields change. [write]
• update_credit_memo — Update a credit memo. With the default sparse update only the supplied fields change. [write]
• update_credit_term — Update a credit term. With the default sparse update only the supplied fields change. [write]
• update_customer — Update a customer. Customers cannot be deleted in QuickBooks; set additional_fields.Active to false to deactivate one. [write]
• update_department — Update a department. With the default sparse update only the supplied fields change. [write]
• update_deposit — Update a deposit. With the default sparse update only the supplied fields change. [write]
• update_employee — Update a employee. With the default sparse update only the supplied fields change. [write]
• update_estimate — Update a estimate. With the default sparse update only the supplied fields change. [write]
• update_invoice — Update an invoice. With the default sparse update only the supplied fields change; a supplied lines array replaces the invoice's lines. [write]
• update_journal_code — Update a journal code. With the default sparse update only the supplied fields change. [write]
• update_journal_entry — Update a journal entry. With the default sparse update only the supplied fields change. [write]
• update_payment — Update a payment. With the default sparse update only the supplied fields change. [write]
• update_product — Update a product or service. With the default sparse update only the supplied fields change. [write]
• update_purchase — Update a purchase (expense, check or credit card charge). With the default sparse update only the supplied fields change. [write]
• update_purchase_order — Update a purchase order. With the default sparse update only the supplied fields change. [write]
• update_record — Update a record of any supported entity by name. [write]
• update_refund_receipt — Update a refund receipt. With the default sparse update only the supplied fields change. [write]
• update_sales_receipt — Update a sales receipt. With the default sparse update only the supplied fields change. [write]
• update_time_activity — Update a time activity. With the default sparse update only the supplied fields change. [write]
• update_transfer — Update a transfer. With the default sparse update only the supplied fields change. [write]
• update_vendor — Update a vendor. With the default sparse update only the supplied fields change. [write]
• update_vendor_credit — Update a vendor credit. With the default sparse update only the supplied fields change. [write]
• upload_attachment — Upload a file to QuickBooks, optionally attached to a transaction or other record. [write]
• void_invoice — Void an invoice. QuickBooks keeps the record but zeroes its amounts, so the invoice no longer counts toward balances. [destructive]
• void_payment — Void a payment. QuickBooks keeps the record but zeroes its amounts. [destructive]

Safety

• Untagged actions are reads (get / list / search) — safe to run directly.
• Actions tagged [write] change QuickBooks Online state — confirm the exact payload and effect with the user before running.
• Actions tagged [destructive] remove or overwrite data — always confirm the target and get explicit approval first.

First-time setup

These are one-time steps — do not repeat them on every call. Run a step only when a command fails for the matching reason.

• oo: command not found — install the oo CLI (other platforms: https://cli.oomol.com/install-guide.md):

  bash

  curl -fsSL https://cli.oomol.com/install.sh | bash    # macOS / Linux
  

  powershell

  irm https://cli.oomol.com/install.ps1 | iex           # Windows PowerShell
  

• Not signed in / authentication error — sign in to your OOMOL account once:

  bash

  oo auth login
  

• scope_missing / credential_expired / app_not_ready / app_not_found — QuickBooks Online is not connected, or the connection expired or lacks a scope. Connect once (auth type: OAuth2) at:

  text

  https://console.oomol.com/app-connections?provider=quickbooks
  

• HTTP 402 / OOMOL_INSUFFICIENT_CREDIT — billing stop. Recharge at https://console.oomol.com/billing/token-recharge before retrying.

Resources

• QuickBooks Online homepage: https://quickbooks.intuit.com