Integration · Payments and finance
AI agents for QuickBooks Online
Look up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Actions
- 4
- Read
- 2
- Write
- 2
Actions
What your agents can do in QuickBooks Online
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Find customers, invoices or products
Lists customers, invoices or products and services.
Get an invoice
Reads one invoice by its ID: customer, lines, dates, total, balance still due and email status.
Write 2
Create, change or send.
Create a customer
Adds a customer with a display name (unique across customers, vendors and employees) and optional person and company names, email, phone, billing address and notes.
Create an invoice
Creates an invoice for a customer, with one line per product or service (its item ID, quantity and unit price; the line amount is quantity times price).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with QuickBooks Online and approve access (OAuth).
Settings
- Environment
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your QuickBooks Online data
Ask a question in plain words. The agent can find customers, invoices or products or get an invoice in QuickBooks Online, then answers with what it found.
- 02
Let an agent update QuickBooks Online
Have the agent create a customer or create an invoice in QuickBooks Online as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent QuickBooks Online and Slack: it can find customers, invoices or products in QuickBooks Online and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Square4 actionsCreate and find customers, and make payment links for a set amount, in your Square seller account.
- Adyen13 actionsCreate, check and expire Adyen payment links, list payment methods and a shopper's stored cards, capture, cancel or refund payments, and read merchant accounts, stores and payment method settings, in test or live.
FAQ
QuickBooks Online and MyDeepAgents
Can MyDeepAgents connect to QuickBooks Online?
Yes. The QuickBooks Online connector has 4 actions: 2 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect QuickBooks Online?
Sign in with QuickBooks Online and approve access (OAuth). The connection also asks for: Environment. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in QuickBooks Online without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use QuickBooks Online in workflows as well as agents?
Yes. Every QuickBooks Online action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put QuickBooks Online to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.