QuickBooks
for LuumenAI
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
Operate QuickBooks from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The QuickBooks toolbox
113 tools: 75 read, 38 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadCustomer Balance DetailGenerate a balance detail report for a customer in QuickBooks with the given customer ID.
- ReadCustomer Balance ReportGenerate a customer balance report in QuickBooks showing outstanding balances for customers.
- ReadAged Receivables ReportGenerate an aged receivables report showing outstanding customer balances by age.
- ReadGet AttachableRead details of a specific attachable by ID in QuickBooks Online.
- ReadGet Balance Sheet ReportGenerate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.
- ReadGet Bank AccountRetrieve a specific bank account by ID from QuickBooks Payments API.
- ReadGet BillFetch a QuickBooks bill by ID.
- ReadGet Bill PaymentRetrieve details of a specific bill payment by ID in QuickBooks Online.
- ReadGet Changed EntitiesRetrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.
- ReadGet Company InfoRead company information from QuickBooks Online.
- ReadGet Credit MemoFetch a QuickBooks credit memo by ID.
- ReadGet Credit Memo PDFDownload a QuickBooks credit memo as a PDF file.
- ReadGet DepartmentRead details of a specific department by ID in QuickBooks Online.
- ReadGet DepositRead details of a specific deposit by ID in QuickBooks Online.
- ReadGet EstimateFetch a QuickBooks estimate by ID.
- ReadGet Estimate PDFDownload a QuickBooks estimate as a PDF file.
- ReadGet Exchange RateGet exchange rate for a specific currency code and date in QuickBooks Online.
- ReadGet General Ledger ReportGenerate a General Ledger report showing all transactions with debits, credits, and running balances.
- ReadGet Inventory Valuation SummaryGenerate an Inventory Valuation Summary report showing inventory quantities and their current values.
- ReadGet Invoice PDFDownload a QuickBooks invoice as a PDF file.
- ReadGet ItemRetrieve a specific item by its ID from QuickBooks Online.
- ReadGet Journal EntryRead details of a specific QuickBooks journal entry by ID.
- ReadGet PaymentFetch details of a specific payment by ID in QuickBooks Online.
- ReadGet Payment MethodRead details of a specific payment method by ID in QuickBooks Online.
- ReadGet Payment PDFDownload a QuickBooks payment record as a PDF file.
- ReadGet Company PreferencesRead company preferences that control application behavior in QuickBooks Online.
- ReadGet Profit and Loss Detail ReportGenerate a detailed Profit and Loss report showing company income and expenses with transaction-level details.
- ReadGet Profit and Loss ReportGenerate a Profit and Loss report showing company income and expenses over a period.
- ReadGet PurchaseFetch details of a specific purchase by ID in QuickBooks Online.
- ReadGet Purchase OrderFetch a QuickBooks purchase order by ID.
- ReadGet Purchase Order PDFDownload a QuickBooks purchase order as a PDF file.
- ReadGet Refund ReceiptFetch a QuickBooks refund receipt by ID.
- ReadGet Refund Receipt PDFDownload a QuickBooks refund receipt as a PDF file.
- ReadGet Report - Account ListRetrieve the AccountList report from QuickBooks showing a list of all accounts.
- ReadGet Report - Aged Payable DetailGenerate an aged payable detail report showing aging detail for accounts payable.
- ReadGet Report - Aged PayablesRetrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.
- ReadGet Report - Aged Receivable DetailGenerate an aged receivable detail report showing aging detail for accounts receivable.
- ReadGet Report - Cash FlowGenerate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.
- ReadGet Report - Class SalesGenerate a ClassSales report in QuickBooks showing sales amounts grouped by class.
- ReadGet Report - Customer IncomeGenerate a customer income report in QuickBooks showing revenue by customer.
- ReadGet Report - Customer SalesGenerate a customer sales report in QuickBooks showing sales transactions and totals for customers.
- ReadGet Report - Department SalesGenerate a department sales report in QuickBooks showing sales data broken down by department.
- ReadGet Report - Item SalesGenerate an ItemSales report showing sales data for products and services.
- ReadGet ReportsRetrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.
- ReadGet Report - Trial BalanceGenerate a Trial Balance report showing account debits, credits, and balances for a specified period.
- ReadGet Sales ReceiptFetch a QuickBooks sales receipt by ID.
- ReadGet Sales Receipt PDFDownload a QuickBooks sales receipt as a PDF file.
- ReadGet Tax RateRead details of a specific tax rate by ID in QuickBooks Online.
- ReadGet TermRead details of a specific payment term by ID in QuickBooks Online.
- ReadGet Time ActivityRead details of a specific time activity by ID in QuickBooks Online.
- ReadGet Transaction List ReportGet the Transaction List report showing all transactions in the company.
- ReadGet TransferFetch a QuickBooks transfer by ID.
- ReadGet Vendor CreditFetch a QuickBooks vendor credit by ID.
- ReadGet Vendor Expenses ReportRetrieve a vendor expenses report from QuickBooks showing expense transactions by vendor.
- ReadList CardsRetrieve all payment cards on file for a customer in QuickBooks Payments API.
- ReadList DepartmentsQuery Department entities in QuickBooks using SQL-like syntax.
- ReadList InvoicesList invoices via QuickBooks Query endpoint.
- ReadQuery Account EntitiesQuery Account entities in QuickBooks using SQL-like syntax.
- ReadQuery Attachable EntitiesQuery Attachable entities in QuickBooks using SQL-like syntax.
- ReadQuery BillsQuery Bill entities in QuickBooks using SQL-like syntax.
- ReadQuery Customer EntitiesQuery Customer entities in QuickBooks using SQL-like syntax.
- ReadQuery QuickBooks EntitiesExecute SQL-like queries on QuickBooks Online entities.
- ReadQuery Estimate EntitiesQuery Estimate entities in QuickBooks using SQL-like syntax.
- ReadQuery InvoicesQuery QuickBooks invoices with flexible filtering and pagination support.
- ReadQuery Item EntitiesQuery Item entities in QuickBooks using SQL-like syntax.
- ReadQuery Payment EntitiesQuery Payment entities in QuickBooks using SQL-like syntax.
- ReadQuery Vendor EntitiesQuery Vendor entities in QuickBooks using SQL-like syntax.
- ReadRead AccountRead an account in QuickBooks with the given account ID.
- ReadRead ClassRead details of a specific class by ID in QuickBooks Online.
- ReadRead CustomerRead a customer in QuickBooks with the given customer ID.
- ReadRead EmployeeRead an employee's details in QuickBooks with the given employee ID.
- ReadRead InvoiceFetch a QuickBooks invoice by ID or the most recent if no ID provided.
- ReadRead VendorRead a vendor in QuickBooks with the given vendor ID.
- ReadVendor Balance DetailGenerate a balance detail report for a vendor in QuickBooks with the given vendor ID.
- ReadVendor Balance ReportRetrieve a vendor balance report from QuickBooks showing outstanding balances for vendors.
- WriteCapture ChargeCapture funds for an existing charge that was authorized but not captured. Approval by default
- WriteCreate AccountCreate a new account in QuickBooks with the given parameters. Approval by default
- WriteCreate Bank AccountCreate a new bank account on file for a customer in QuickBooks Payments API. Approval by default
- WriteCreate BillCreate a new bill in QuickBooks Online. Approval by default
- WriteCreate Bill PaymentCreate a bill payment in QuickBooks to record payment against one or more bills. Approval by default
- WriteCreate ClassCreate a new class in QuickBooks Online. Approval by default
- WriteCreate Credit MemoCreate a new credit memo in QuickBooks Online. Approval by default
- WriteCreate CustomerCreate a new customer in QuickBooks with the given parameters. Approval by default
- WriteCreate DepositCreates a new deposit in QuickBooks Online. Approval by default
- WriteCreate eCheck PaymentCreate an eCheck payment using ACH bank transfer in QuickBooks Payments API. Approval by default
- WriteCreate EmployeeCreate a new employee in QuickBooks. Approval by default
- WriteCreate EstimateCreates a new estimate in QuickBooks Online. Approval by default
- WriteCreate InvoiceCreates a new invoice in QuickBooks for a customer. Approval by default
- WriteCreate ItemCreate a new item in QuickBooks Online. Approval by default
- WriteCreate Journal EntryCreate a new journal entry in QuickBooks Online. Approval by default
- WriteCreate PaymentCreates a payment record in QuickBooks Online. Approval by default
- WriteCreate PurchaseCreate a new purchase transaction in QuickBooks Online. Approval by default
- WriteCreate Purchase OrderCreate a new purchase order in QuickBooks. Approval by default
- WriteCreate Refund ReceiptCreate a new refund receipt in QuickBooks Online. Approval by default
- WriteCreate Sales ReceiptCreate a new sales receipt in QuickBooks Online. Approval by default
- WriteCreate Tax AgencyCreate a new tax agency in QuickBooks Online. Approval by default
- WriteCreate Tax Code via TaxServiceCreate a new tax code with associated tax rates using the TaxService endpoint. Approval by default
- WriteCreate Time ActivityCreate a new time activity record in QuickBooks Online. Approval by default
- WriteCreate VendorCreate a new vendor in QuickBooks with the given details. Approval by default
- WriteCreate Vendor CreditCreate a new vendor credit in QuickBooks Online. Approval by default
- WriteDelete Bank AccountDelete a bank account on file for a customer in QuickBooks Payments API. Approval by default
- WriteDelete ItemDelete an item in QuickBooks Online by marking it as inactive (soft delete). Approval by default
- WriteExecute Batch OperationExecute multiple QuickBooks operations in a single request. Approval by default
- WriteSend Credit MemoSend a credit memo to a specified email address. Approval by default
- WriteUpdate AttachableUpdate an existing attachable in QuickBooks Online. Approval by default
- WriteUpdate Company InfoUpdate company information in QuickBooks Online. Approval by default
- WriteUpdate DepartmentUpdate an existing department in QuickBooks Online. Approval by default
- WriteUpdate Full InvoiceFully replace an Invoice. Approval by default
- WriteUpdate Payment MethodUpdate an existing payment method in QuickBooks Online. Approval by default
- WriteUpdate PreferencesUpdate company preferences in QuickBooks Online. Approval by default
- WriteUpdate Sparse InvoicePerform a sparse update of an existing invoice. Approval by default
- WriteUpdate TermUpdate an existing payment term in QuickBooks Online. Approval by default
- WriteUpdate TransferUpdate an existing transfer in QuickBooks Online. Approval by default
Questions
How does LuumenAI connect to QuickBooks?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in QuickBooks on its own?
Read actions answer immediately. Anything that writes — capture charge, create account, create bank account, create bill, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to QuickBooks — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.