QuickBooks

Read and write QuickBooks invoices, expenses, reports, and customer data from any myai canvas, function, or chat.

FinanceAvailable now

QuickBooks is the accounting platform most SMB and lower-mid-market companies run on — particularly anything services-based, professional, or distributed enough that NetSuite would be overkill. The integration treats QuickBooks as a live data source — invoices, expenses, customers, vendors, and the financial reports (P&L, Balance Sheet) that drive operational decisions all queryable from chat and writable from automations.

What you can do

  • Pull financial state into a chat — AR aging, expense breakdown, P&L by class or location, all queryable inline.
  • Invoice automation — when a project hits a milestone in another system, the function creates the matching QuickBooks invoice with the right line items and class assignments.
  • Expense reporting visibility — expense categories, recent activity, anomalies, surfaced without exporting to a separate BI tool.
  • Customer and vendor lookups — for the workflows that need to check terms, current balance, or contact info before acting.
  • Sandbox + production environments — same credential model works against either; switch environments by toggling the integration setting.

How to connect

Intuit OAuth 2.0. Provide your Client ID and Client Secret from the Intuit Developer Portal, then authorize via the Intuit consent screen. Token refresh is handled automatically.

Setup:

  1. Go to the Intuit Developer Portal.
  2. Create or select your app.
  3. Copy the Client ID and Client Secret from Keys & Credentials.
Connect QuickBooks in myai

Common use cases

  • AR aging digest — daily function reads outstanding invoices, summarizes past-due, drafts dunning emails for review.
  • Project-to-invoice automation — milestone completion in CRM or project management triggers a matching QuickBooks invoice.
  • Cross-source financial views mixing QuickBooks with HubSpot deal data, contractor timesheets, or expense data for live margin visibility.

Reference

  • Connection model: Intuit OAuth 2.0
  • Scope: ~14 operations across invoices, expenses, reports, customers, vendors, accounts
  • Sandbox + production environments supported via the same credential model
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