quickbooks

Convert natural language questions into QuickBooks Online API calls.

Updated Feb 17, 2026
One-click install
npx skills add https://github.com/gnestor/claude-workflow-plugin --skill quickbooks
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: quickbooks
Source: https://github.com/gnestor/claude-workflow-plugin/tree/main/.claude/skills/quickbooks
Command: npx skills add https://github.com/gnestor/claude-workflow-plugin --skill quickbooks

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires @std/dotenv/load, lib/oauth.ts, and includes scripts (resource) and references (resource) components.

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.

Frequently Asked Questions about quickbooks

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I retrieve QuickBooks invoices and bills using natural language?

You can retrieve QuickBooks invoices and bills by asking natural language questions, which the skill translates into API calls to query and manage core entities like invoices, bills, customers, and vendors directly.

Can I generate financial reports like Profit and Loss from QuickBooks Online?

Yes, you can generate financial reports like Profit and Loss from QuickBooks Online. The skill automates report generation by converting natural language requests into API calls for P&L, Balance Sheet, and Cash Flow reports.

Does this approach require OAuth 2.0 authentication for QuickBooks API access?

Yes, this approach requires OAuth 2.0 authentication for QuickBooks API access. The skill handles OAuth 2.0, access token refresh, and realm ID management to maintain secure and ongoing data connectivity.

What's the best way to manage QuickBooks journal entries and customer balances?

The best way to manage QuickBooks journal entries and customer balances is through natural language queries. The skill supports cross-entity queries and CRUD operations across journal entries, payments, and customer accounts.

Can I perform CRUD operations on QuickBooks accounts and transactions?

Yes, you can perform CRUD operations on QuickBooks accounts and transactions. The skill translates natural language instructions into API calls to create, read, update, and manage entities like accounts, purchases, and payments.

Are there limitations when querying cross-entity data in QuickBooks?

Limitations when querying cross-entity data in QuickBooks depend on API endpoint constraints and OAuth 2.0 token validity. The skill manages token refresh and realm ID handling to mitigate access issues during complex cross-entity queries.