QuickBooks Automation

Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.

Toolkit docs: composio.dev/toolkits/quickbooks

Setup

This skill requires the Rube MCP server connected at

https://rube.app/mcp

Before executing any tools, ensure an active connection exists for the

quickbooks

RUBE_MANAGE_CONNECTIONS

Core Workflows

1. Create an Invoice

Create a new invoice for a customer with line items.

Tool:

QUICKBOOKS_CREATE_INVOICE

Key Parameters:

• customer_id

  (required) -- ID of the customer (CustomerRef.value)

• lines

  (required) -- Array of line item objects. Each must include:

  • DetailType

    -- e.g.,

    "SalesItemLineDetail"

  • Amount

    -- Line item total

  • SalesItemLineDetail

    -- Object with

    ItemRef

    containing

    value

    (item ID)

• minorversion

  -- Optional API version parameter

Example:

Tool: QUICKBOOKS_CREATE_INVOICE
Arguments:
  customer_id: "21"
  lines: [
    {
      "DetailType": "SalesItemLineDetail",
      "Amount": 150.00,
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1", "name": "Services"}
      }
    }
  ]

Prerequisites: Resolve the customer ID using

QUICKBOOKS_READ_CUSTOMER

QUICKBOOKS_CREATE_CUSTOMER

QUICKBOOKS_QUERY_ACCOUNT

2. Manage Customers

Create and read customer records.

Tools:

• QUICKBOOKS_CREATE_CUSTOMER

  -- Create a new customer

• QUICKBOOKS_READ_CUSTOMER

  -- Read a customer by ID

Key Parameters for

QUICKBOOKS_CREATE_CUSTOMER

• display_name

  -- Display name (must be unique across customers, vendors, employees; max 500 chars)

• given_name

  -- First name (max 100 chars)

• family_name

  -- Last name (max 100 chars)

• middle_name

  -- Middle name (max 100 chars)

• title

  -- Title, e.g.,

  "Mr."

  ,

  "Dr."

  (max 16 chars)

• suffix

  -- Name suffix, e.g.,

  "Jr."

  (max 16 chars)

At least one of

display_name

,

title

,

given_name

,

middle_name

,

family_name

, or

suffix

is required.

Key Parameters for

QUICKBOOKS_READ_CUSTOMER

• customer_id

  (required) -- ID of the customer to read

Example:

Tool: QUICKBOOKS_CREATE_CUSTOMER
Arguments:
  display_name: "Acme Corporation"
  given_name: "John"
  family_name: "Doe"

3. Query and Read Accounts

Retrieve account information for use in invoice line items and financial reporting.

Tools:

• QUICKBOOKS_QUERY_ACCOUNT

  -- Execute a query against accounts

• QUICKBOOKS_READ_ACCOUNT

  -- Read a specific account by ID

Key Parameters for

QUICKBOOKS_QUERY_ACCOUNT

• query

  (required) -- SQL-like query string, e.g.,

  "SELECT * FROM Account WHERE AccountType = 'Income'"

Example:

Tool: QUICKBOOKS_QUERY_ACCOUNT
Arguments:
  query: "SELECT * FROM Account WHERE AccountType = 'Income' MAXRESULTS 10"

4. List and Filter Invoices

Retrieve invoices with optional pagination and filtering.

Tool:

QUICKBOOKS_LIST_INVOICES

Steps:

1. Call

   QUICKBOOKS_LIST_INVOICES

   with pagination parameters
2. Use

   start_position

   and

   max_results

   to page through results
3. Filter by specific criteria as needed

Recommended Execution Plan

1. Resolve the customer using

   QUICKBOOKS_READ_CUSTOMER

   (if you have a customer ID) or create one with

   QUICKBOOKS_CREATE_CUSTOMER

2. Resolve item/revenue accounts using

   QUICKBOOKS_QUERY_ACCOUNT

   and

   QUICKBOOKS_READ_ACCOUNT

   to get account or item IDs for invoice line items
3. Create the invoice using

   QUICKBOOKS_CREATE_INVOICE

   with the resolved

   customer_id

   and well-formed line items
4. Verify creation using

   QUICKBOOKS_LIST_INVOICES

   to locate the new invoice by ID or DocNumber

Known Pitfalls

QUICKBOOKS_CREATE_INVOICE

customer_id

ItemRef.value

DetailType

SalesItemLineDetail

QUICKBOOKS_LIST_INVOICES

start_position

max_results

SyncToken

display_name

Quick Reference

QUICKBOOKS_CREATE_INVOICE

QUICKBOOKS_READ_CUSTOMER

QUICKBOOKS_CREATE_CUSTOMER

QUICKBOOKS_QUERY_ACCOUNT

QUICKBOOKS_READ_ACCOUNT

QUICKBOOKS_LIST_INVOICES

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