quickbooks-connector

Official

Connect and manage QuickBooks sandbox data

Authorselrai-company
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill removes the friction of connecting an AI assistant to a QuickBooks Online practice company and automates common bookkeeping tasks in a sandbox environment. It handles the multi-step install and browser-based authentication flow, persistent credential storage, and executed qbo CLI commands so non-technical users can view and update invoices, customers, accounts, bank transactions and reports without dealing with command-line details.

Core Features & Use Cases

  • Conversational Install & Auth: A guided Phase 1 bootstrap that installs the qbo CLI, collects Intuit developer credentials, runs the browser consent flow, and verifies a sandbox connection.
  • Sandbox Read & Write: Phase 2 tooling to list and view invoices, create invoices (with customer auto-creation), list customers, inspect the chart of accounts, read bank transactions, and run Profit & Loss and Balance Sheet reports.
  • Robust Error Handling: Structured exit-code handling, automatic retries for transient errors, clear user-friendly messages, and delegation to the official voska/qbo-cli reference for advanced entities.
  • Use Case Example: Walk a business owner through "connect my QuickBooks" then run "show me unpaid invoices" and create a new invoice for a specified customer while ensuring required Product/Service items exist.

Quick Start

Ask the assistant to connect my QuickBooks to install and authenticate the qbo tool and then list recent invoices.

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-connector
Download link: https://github.com/selrai-company/claude-workshop-kit/archive/main.zip#quickbooks-connector

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