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QuickBooks Online Customers

Official

Manage QBO customer records.

Finance & Accounting#accounting#billing#customers#clients#quickbooks#qbo#msp
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill streamlines the management of customer data within QuickBooks Online, automating tasks like creation, searching, and updating client records, which is crucial for accurate billing and financial tracking in MSP workflows.

Core Features & Use Cases

  • Customer Creation & Management: Create, update, and deactivate customer records, including setting up parent-child hierarchies for sub-customers.
  • Data Synchronization: Ensures customer information, billing addresses, and payment terms are consistent between QBO and other systems like PSAs.
  • Use Case: Automatically onboard a new MSP client by creating their parent customer record and associated sub-customers for different service lines in QuickBooks Online, ensuring all billing details are correctly configured.

Quick Start

Use the quickbooks customer skill to create a new customer named 'Example Corp' with the email 'contact@example.com'.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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 Online Customers
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#quickbooks-online-customers

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