QuickBooks Online
Use AI with QuickBooks Online to review open invoices, record customer payments, create invoices, and summarize financial reports.
Work with customer and vendor records, invoices, payments, bills, attachments, and financial reports in the connected QuickBooks Online company. Give the assistant the dates, amounts, and accounting treatment for changes you want recorded.
O que seu agente pode fazer em QuickBooks Online
Ações agrupadas por tarefa. Cada grupo lista as ações que chama.
Customers and invoices
Find customers, review open balances, and create or update invoices.
- List Customers
- List Invoices
- Get Invoice
- Create Invoice
- Update Invoice
Customer payments
Inspect payments and record how received funds are applied to invoices.
- List Payments
- Get Payment
- Create Payment
Financial reports
Read profit and loss, balance sheet, cash flow, and receivables reports.
- Get Report
Bills and supporting files
Read vendor bills, record bills with supplied accounting details, and attach supporting files.
- List Vendors
- List Bills
- Create Bill
- Upload Attachment
Tarefas para entregar ao seu agente
Preencha os colchetes e conecte o segundo app que a tarefa citar, se houver.
Review outstanding invoices
Identify open balances and due dates for a customer before following up.
Find customer [name] and list their invoices with open balances. Show invoice numbers, due dates, original amounts, and remaining balances. Separate overdue invoices as of [date].
Record received payment
Apply a received payment to the invoices you specify and check the remaining balance.
Record the [amount and currency] received from [customer] on [date], reference [reference]. Apply [amount] to invoice [number] and [amount] to invoice [number], then show the payment record and remaining invoice balances.
Create a customer invoice
Turn agreed quantities and prices into an invoice in the customer account.
Create an invoice for [customer] dated [date], due [date], for [product or service, quantity, and unit price]. Use the existing product or service records and include this customer memo: [memo].
Review monthly financial reports
Summarize profit and loss and the balance sheet for the same reporting period.
Run the profit and loss report for [month] and balance sheet as of [month end], using accrual accounting. Summarize revenue, expenses, net income, assets, and liabilities, preserving the report currency and dates.
Save a month-end summary in Notion
Keep the reporting period, accounting basis, and financial totals together in a review note.
Read the QuickBooks profit and loss report for [month] on [cash or accrual] basis. Create a summary under Notion page [page link], including revenue, expenses, net income, currency, and questions for the finance team.
Também precisa deNotion
Ações147
Todas as ações que o conector QuickBooks Online oferece, por nome e id.
- Get Company Info
get_company_infoGet the connected company's profile: name, legal name, address, fiscal year start and country. - List Customers
list_customersList customers, optionally filtered by name or active status. - Get Customer
get_customerGet one customer by ID, including its current SyncToken. - Create Customer
create_customerCreate a customer. - Update Customer
update_customerUpdate a customer. Customers cannot be deleted in QuickBooks; setadditional_fields.Activeto false to deactivate one. - List Invoices
list_invoicesList invoices, optionally filtered by customer, number, date range or open balance. - Get Invoice
get_invoiceGet one invoice by ID, including its lines, balance and current SyncToken. - Create Invoice
create_invoiceCreate an invoice for a customer from one or more sales lines. - Update Invoice
update_invoiceUpdate an invoice. With the default sparse update only the supplied fields change; a suppliedlinesarray replaces the invoice's lines. - Void Invoice
void_invoiceVoid an invoice. QuickBooks keeps the record but zeroes its amounts, so the invoice no longer counts toward balances. - Delete Invoice
delete_invoicePermanently delete an invoice. This cannot be undone; void the invoice instead to keep a record. - List Payments
list_paymentsList customer payments, optionally filtered by customer or date range. - Get Payment
get_paymentGet one payment by ID, including the invoices it was applied to. - Create Payment
create_paymentRecord a customer payment, optionally applying it to specific invoices. - List Accounts
list_accountsList accounts from the chart of accounts, optionally filtered by type or name. - Get Account
get_accountGet one account by ID. - Ping
pingCheck that the connection works by reading the company profile. - Get Changes
get_changesList 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. - Batch
batchRun 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. - Get Exchange Rate
get_exchange_rateGet the exchange rate from a currency to the company's home currency.
Como funciona o login de QuickBooks Online
- Método de login
- OAuth, com o seu próprio app OAuthConnect with QuickBooks Online OAuth authorization.
- Você precisa de
- An account with access to the QuickBooks Online resources used in your task. Configure your own OAuth application credentials before authorization.
Perguntas sobre o conector QuickBooks Online
Conectores usados com QuickBooks Online
Apps que as tarefas com QuickBooks Online também chamam.