QuickBooks Online

Let your agents read customers, invoices, payments, bills and financial reports in QuickBooks Online, and create customers, invoices and payments.

Connection

Authentication: OAuth 2.0 — you authorize Atako via QuickBooks Online’s consent screen; no key to copy.
Required settings:
- Environment — quickbooks for a real company; sandbox-quickbooks for a developer sandbox test company.
Scopes requested:
- com.intuit.quickbooks.accounting

Nothing to paste: pick the environment (quickbooks for a real company, sandbox-quickbooks for a developer sandbox test company), click Connect, sign in to Intuit and choose the company to connect. Prerequisite on the Atako side — an administrator creates an app on https://developer.intuit.com → Dashboard → Create an app → QuickBooks Online and Payments (scope com.intuit.quickbooks.accounting), adds the Redirect URI ${API_URL}/integrations/oauth/callback under Keys & credentials (Development and Production), and puts the Client ID and Client Secret in INTEGRATION_OAUTH_QUICKBOOKS_CLIENT_ID / _CLIENT_SECRET. Development keys only connect sandbox companies; production keys need Intuit’s app assessment.See QuickBooks Online’s documentation.

Read actions (13)

Action	Description
`get_company_info`	Fetch the connected company (CompanyName, LegalName, addresses, Country, FiscalYearStartMonth, email).
`get_customer`	Fetch a customer by Id (DisplayName, contact details, addresses, Balance).
`get_invoice`	Fetch an invoice by Id (lines, CustomerRef, TxnDate, DueDate, TotalAmt, Balance, EmailStatus).
`list_accounts`	List chart-of-accounts accounts (SELECT * FROM Account). Optional where clause in QuickBooks query syntax, e.g. “AccountType = ‘Bank’” or “Classification = ‘Revenue’” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_bills`	List bills (supplier invoices to pay) (SELECT * FROM Bill). Optional where clause in QuickBooks query syntax, e.g. “DueDate < ‘2026-10-01’ AND Balance > ‘0’” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_customers`	List customers (SELECT * FROM Customer). Optional where clause in QuickBooks query syntax, e.g. “Active = true AND DisplayName LIKE ‘Acme%’” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_invoices`	List invoices (SELECT * FROM Invoice). Optional where clause in QuickBooks query syntax, e.g. “TxnDate >= ‘2026-01-01’ AND Balance > ‘0’” or “CustomerRef = ‘42’” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_items`	List products and services (items) (SELECT * FROM Item). Optional where clause in QuickBooks query syntax, e.g. “Type = ‘Service’ AND Active = true” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_payments`	List customer payments (SELECT * FROM Payment). Optional where clause in QuickBooks query syntax, e.g. “TxnDate >= ‘2026-01-01’” or “CustomerRef = ‘42’” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`list_vendors`	List vendors (suppliers) (SELECT * FROM Vendor). Optional where clause in QuickBooks query syntax, e.g. “Active = true” (AND only — OR is not supported; Id filters support only = and IN). max_results 1–1000 (default 100); paginate with start_position (1-based).
`query`	Run a QuickBooks query: SELECT * \| count() FROM <Entity> [WHERE …] [ORDERBY …] [STARTPOSITION n] [MAXRESULTS n], e.g. “select from Invoice where TxnDate > ‘2026-01-01’ maxresults 50”. Entities: Customer, Invoice, Item, Payment, Bill, Vendor, Account, Estimate, SalesReceipt, Purchase, Employee, TaxCode… AND only (no OR); MAXRESULTS ≤ 1000 (default 100).
`report_balance_sheet`	Balance Sheet report: assets, liabilities and equity over start_date–end_date (or a date_macro), Cash or Accrual basis.
`report_profit_and_loss`	Profit and Loss (income statement) report: income, cost of goods sold, expenses, net income over start_date–end_date (or a date_macro), Cash or Accrual basis.

Write actions (4)

Action	Description
`create_customer`	Create a customer. DisplayName (required) must be unique across customers, vendors and employees and contain no colon, tab or newline. Optional: GivenName, FamilyName, CompanyName, PrimaryEmailAddr { Address }, PrimaryPhone { FreeFormNumber }, BillAddr { Line1, Line2, Line3, City, CountrySubDivisionCode, PostalCode, Country }, Notes.
`create_invoice`	Create an invoice. CustomerRef { value: Customer.Id } and at least one Line are required; each Line is { Amount, DetailType: “SalesItemLineDetail”, SalesItemLineDetail: { ItemRef { value: Item.Id }, Qty?, UnitPrice? }, Description? } (Amount = Qty × UnitPrice when both are given). Optional TxnDate / DueDate (YYYY-MM-DD; DueDate defaults from the sales terms), BillEmail { Address } (needed by send_invoice when the customer has no email), PrivateNote (internal memo, not shown to the customer). Some US companies auto-email new invoices when online payments are on.
`create_payment`	Record a customer payment. CustomerRef { value: Customer.Id } and TotalAmt are required. To apply it to invoices, add Line [{ Amount, LinkedTxn: [{ TxnId: Invoice.Id, TxnType: “Invoice” }] }]; without Line it stays unapplied (credit). Optional TxnDate (YYYY-MM-DD) and PaymentRefNum (e.g. check number). Records the payment in the books — it moves no money.
`send_invoice`	Email an invoice to the customer (to Invoice.BillEmail, or to sendTo, which then also replaces BillEmail on the invoice). Returns the invoice.

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.

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QuickBooks Online

Connection

Read actions (13)

Write actions (4)

Permissions

​Connection

​Read actions (13)

​Write actions (4)

​Permissions

Connection

Read actions (13)

Write actions (4)

Permissions