quickbooks-online

Create an invoice for a client's managed services in QuickBooks Online

Summarize expenses by client, vendor, or date range in QuickBooks Online

View outstanding balances across all MSP clients in QuickBooks Online

Find a customer in QuickBooks Online by name or other criteria

Use this agent when an MSP needs to reconcile billing in QuickBooks Online — matching invoices to contracts, identifying unbilled work, flagging overdue accounts, or auditing revenue recognition. Trigger for: billing reconciliation, overdue invoices, unbilled work, invoice audit, accounts receivable review, monthly billing check, revenue reconciliation. Examples: "which clients have overdue invoices in QuickBooks", "find any unbilled managed services for this month", "reconcile our billing against contracts"

Use this agent when an MSP needs to analyze per-client or per-service-line profitability in QuickBooks Online — calculating gross margin by client, identifying the most and least profitable accounts, tracking profitability trends over time, or surfacing service lines where costs are eroding margin. Trigger for: profitability analysis, gross margin by client, service line margin, profitability trends, least profitable clients, labor cost analysis, tooling cost allocation, margin erosion, quarterly profitability review. Examples: "Which clients are least profitable after accounting for labor and tooling costs?", "Show me gross margin by service line for this quarter", "Has our profitability on managed services improved or declined over the last three quarters?"

Use this skill when working with the QuickBooks Online API - OAuth2 authentication, REST structure, Intuit query language, pagination, rate limiting, error handling, minor version headers, and best practices. Covers base URL patterns, sandbox vs production, and the Fault error object format.

Use this skill when working with QuickBooks Online customers (clients) - creating, searching, updating, and managing MSP client records. Covers customer fields, sub-customers, billing addresses, payment terms, balance tracking, and cross-referencing with PSA platforms.

Use this skill when working with QuickBooks Online expenses and purchases - creating, searching, and managing expense records, bills, and vendor payments. Covers the Purchase entity (checks, credit cards, cash), Bill entity for accounts payable, per-client cost tracking, vendor management, and MSP expense categorization for profitability analysis.

Use this skill when working with QuickBooks Online invoices - creating, sending, voiding, and managing invoices for MSP clients. Covers line items, service items, recurring invoices, payment terms, email delivery, invoice numbering, and MSP billing patterns like monthly managed services and project-based billing.

Use this skill when working with QuickBooks Online payments - recording customer payments, applying payments to invoices, handling overpayments, refunds, credit memos, and payment reconciliation. Covers payment methods, deposit tracking, unapplied payments, and MSP payment collection workflows.