quickbooks

Community

AI-driven QuickBooks data access

Authorgnestor
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill enables direct access to QuickBooks Online data by translating natural-language questions into API calls that retrieve or mutate invoices, bills, customers, vendors, accounts, and reports.

Core Features & Use Cases

  • Query and manage core QuickBooks entities (Invoices, Bills, Customers, Vendors, Accounts, JournalEntries, Payments, Purchases) and generate reports (P&L, Balance Sheet, Cash Flow).
  • Authenticate and securely integrate with QuickBooks via OAuth 2.0, refresh tokens, and realm ID handling to support ongoing data access.
  • Use cases include answering questions like "Show unpaid invoices," "What is our current Balance Sheet?" and "List all customers with outstanding balances" including cross-entity queries and updates.

Quick Start

Ask the agent to fetch the latest Profit and Loss report for the current period.

Dependency Matrix

Required Modules

@std/dotenv/loadlib/oauth.ts

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: quickbooks
Download link: https://github.com/gnestor/claude-workflow-plugin/archive/main.zip#quickbooks

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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