Server Details
Authentication
This server supports the following authentication method:OAuth
Scopes:com.intuit.quickbooks.accounting
During the server onboarding flow, you will be prompted to complete the OAuth flow to grant access. See the QuickBooks Authentication guide for step-by-step credential configuration.
Getting Started
1
Add the server
Navigate to the Server Library and click on the New Server button. Find QuickBooks in the Caylex Catalog.
2
Server Onboarding flow
Go through the server onboarding flow.
3
Use in a project
Add the server to a project by configuring project connections. Its tools are now available to any agents connected to that project.
Available Tools
This server provides 31 tools:qbo_create_customer
qbo_create_customer
Create a customer in QuickBooks Online.
qbo_get_customer
qbo_get_customer
Get a customer by QuickBooks ID.
qbo_update_customer
qbo_update_customer
Update a customer. Requires Id and SyncToken in the payload.
qbo_delete_customer
qbo_delete_customer
Deactivate a customer by ID or by {Id, SyncToken}.
qbo_search_customers
qbo_search_customers
Search customers with optional filters, sorting, and pagination criteria.
qbo_create_account
qbo_create_account
Create a chart-of-accounts entry.
qbo_update_account
qbo_update_account
Sparse-update a chart-of-accounts entry.
qbo_search_accounts
qbo_search_accounts
Search chart-of-accounts entries.
qbo_get_item
qbo_get_item
Get an item (product/service) by ID.
qbo_create_item
qbo_create_item
Create an item (Inventory, NonInventory, Service).
qbo_update_item
qbo_update_item
Sparse-update an item.
qbo_search_items
qbo_search_items
Search items.
qbo_create_estimate
qbo_create_estimate
Create an estimate object.
qbo_get_estimate
qbo_get_estimate
Get an estimate by ID.
qbo_update_estimate
qbo_update_estimate
Update an estimate. Requires Id and SyncToken.
qbo_delete_estimate
qbo_delete_estimate
Delete/void an estimate by ID or entity object.
qbo_search_estimates
qbo_search_estimates
Search estimates.
qbo_create_vendor
qbo_create_vendor
Create a vendor.
qbo_get_vendor
qbo_get_vendor
Get a vendor by ID.
qbo_update_vendor
qbo_update_vendor
Update a vendor. Requires Id and SyncToken.
qbo_delete_vendor
qbo_delete_vendor
Delete/deactivate a vendor using Id+SyncToken.
qbo_search_vendors
qbo_search_vendors
Search vendors.
qbo_create_employee
qbo_create_employee
Create an employee.
qbo_get_employee
qbo_get_employee
Get an employee by ID.
qbo_update_employee
qbo_update_employee
Update an employee. Requires Id and SyncToken.
qbo_search_employees
qbo_search_employees
Search employees.
qbo_create_journal_entry
qbo_create_journal_entry
Create a journal entry.
qbo_get_journal_entry
qbo_get_journal_entry
Get a journal entry by ID.
qbo_update_journal_entry
qbo_update_journal_entry
Update a journal entry. Requires Id and SyncToken.
qbo_delete_journal_entry
qbo_delete_journal_entry
Delete/void a journal entry by ID or entity object.
qbo_search_journal_entries
qbo_search_journal_entries
Search journal entries.
