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 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.

Use this skill when working with QuickBooks Online reports - generating Profit & Loss, Balance Sheet, Accounts Receivable Aging, Accounts Payable Aging, General Ledger, and other financial reports. Covers report parameters, date ranges, column customization, and MSP-specific financial analysis patterns like client profitability and aged receivables for collections.