QuickBooks Automation

Automate QuickBooks Online operations including creating invoices, managing customers, querying accounts, and listing invoices for financial reporting.

Toolkit docs: composio.dev/toolkits/quickbooks

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Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the quickbooks toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

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Core Workflows

1. Create an Invoice

Create a new invoice for a customer with line items.

Tool: QUICKBOOKS_CREATE_INVOICE

Key Parameters:

• customer_id (required) -- ID of the customer (CustomerRef.value)
• lines (required) -- Array of line item objects. Each must include:
  • DetailType -- e.g., "SalesItemLineDetail"
  • Amount -- Line item total
  • SalesItemLineDetail -- Object with ItemRef containing value (item ID)
• minorversion -- Optional API version parameter

Example:

Tool: QUICKBOOKS_CREATE_INVOICE
Arguments:
  customer_id: "21"
  lines: [
    {
      "DetailType": "SalesItemLineDetail",
      "Amount": 150.00,
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1", "name": "Services"}
      }
    }
  ]

Prerequisites: Resolve the customer ID using QUICKBOOKS_READ_CUSTOMER or create one with QUICKBOOKS_CREATE_CUSTOMER. Resolve item/account IDs using .