Prerequisites
Before you begin, create an account and get your API Key.
Getting started
Connect to QuickBooks to manage accounts, invoices, customers, payments, vendors, and automate accounting workflows through AI agents.1
Install the SDKs (optional)
2
Create a server instance
Response Information: The API returns:
serverUrl
: The URL for connecting your MCP client to QuickBooksinstanceId
: Unique identifier for your server instanceoauthUrl
: OAuth authorization URL for QuickBooks authentication
3
Authenticate
🎉 Your QuickBooks MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.
Available Tools
Tools Information
Tools Information
Tool Name | Description |
---|---|
Account Management | |
create_account | Create a new account in QuickBooks |
get_account | Get a specific account by ID from QuickBooks |
list_accounts | List all chart of accounts from QuickBooks |
update_account | Update an existing account in QuickBooks |
search_accounts | Advanced Account Search with powerful filters including name, type, classification, status, and other criteria |
Invoice Management | |
create_invoice | Create a new invoice in QuickBooks. Requires CustomerRef and at least one valid line |
get_invoice | Retrieve a specific invoice by ID with all its details including line items, amounts, and status |
list_invoices | Retrieve all invoices from QuickBooks with pagination support |
search_invoices | Advanced Invoice Search with powerful filters including dates, amounts, addresses, customer info, and status |
update_invoice | Modify an existing invoice in QuickBooks with automatic sync token handling |
delete_invoice | Permanently delete an invoice from QuickBooks (use with caution) |
send_invoice | Send an invoice to customer via email with delivery tracking |
void_invoice | Void an existing invoice while keeping the record for audit trail |
Customer Management | |
create_customer | Create a new customer in QuickBooks |
get_customer | Get a specific customer by ID from QuickBooks |
list_customers | List all customers from QuickBooks |
update_customer | Update an existing customer in QuickBooks |
search_customers | Advanced Customer Search with powerful filters including name, contact info, address, balance, and status |
activate_customer | Activate a customer in QuickBooks (set Active to true) |
deactivate_customer | Deactivate a customer from QuickBooks (set Active to false) |
Payment Management | |
create_payment | Create a new payment in QuickBooks. Can be applied to specific invoices or created as unapplied credit |
get_payment | Retrieve a specific payment by ID with all its details and linked transactions |
list_payments | Retrieve all payments from QuickBooks with pagination support |
search_payments | Advanced Payment Search with powerful filters including dates, amounts, customer info, and status |
update_payment | Modify an existing payment in QuickBooks with automatic sync token handling |
delete_payment | Permanently delete a payment from QuickBooks (use with caution) |
send_payment | Send a payment receipt to customer via email |
void_payment | Void an existing payment while keeping the record for audit trail |
Vendor Management | |
create_vendor | Create a new vendor in QuickBooks. Requires DisplayName or name components |
get_vendor | Get a specific vendor by ID from QuickBooks |
list_vendors | List all vendors from QuickBooks |
search_vendors | Search vendors with various filters including name, company, contact info, and status |
update_vendor | Update an existing vendor in QuickBooks |
activate_vendor | Activate a vendor in QuickBooks (set Active to true) |
deactivate_vendor | Deactivate a vendor from QuickBooks (set Active to false) |
For more details about tool input schema, use the get_tools API.