QuickBooks#

Manage QuickBooks from chat — accounts, customers, invoices, payments, bills, expenses, and financial workflows via the QuickBooks Online API.

This skill uses ClawLink for hosted connection flows and credentials so you do not need to configure QuickBooks API access yourself.

Setup in 3 Steps#

Step 1: InstallStep 2: Pair AccountStep 3: Connect QuickBooks_App-specific connection GIF coming soon_Run the install command in OpenClawSign in and approve the deviceOpen the dashboard and connect QuickBooks

How It Works#

text

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│ QuickBooks       │
│   (User Chat)   │     │   (OAuth)    │     │ (Online API)     │
└─────────────────┘     └──────────────┘     └──────────────────┘
          │                       │                       │
          │  1. Install Plugin    │                       │
          │  2. Pair Device      │                       │
          │  3. Connect QB       │                       │
          │                      │  4. Secure Token       │
          │                      │  5. Proxy Requests     │
          │                      │                       │
          ▼                      ▼                       ▼
    ┌──────────┐          ┌──────────┐          ┌──────────┐
    │  SKILL   │          │ Dashboard│          │ QuickBooks│
    │  File    │          │ Auth     │          │ Company │
    └──────────┘          └──────────┘          └──────────┘

Install#

Install the verified ClawLink plugin from ClawHub. After the user confirms, complete the full setup so ClawLink tools are visible in the next OpenClaw chat.

bash

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Then tell the user: "OpenClaw has been restarted. Send /new as a standalone message to start a fresh chat, then ask for QuickBooks again."

Quick Start#

bash

# List recent invoices
clawlink_call_tool --tool "quickbooks_list_invoices" --params '{"limit": 10}'

# Read a customer
clawlink_call_tool --tool "quickbooks_read_customer" --params '{"customer_id": "CUSTOMER_ID"}'

# Create an invoice
clawlink_call_tool --tool "quickbooks_create_invoice" --params '{"customer_id": "CUSTOMER_ID", "line_items": [{"amount": 100.00, "description": "Service rendered"}]}'

Authentication#

All QuickBooks tool calls are authenticated automatically by ClawLink using the user's connected QuickBooks account.

No API key is required in chat. ClawLink stores the OAuth token securely and injects it into every QuickBooks Online API request on the user's behalf.

Getting Connected#

1. Install the ClawLink plugin (see Install above).
2. Pair the plugin with clawlink_begin_pairing if it is not configured yet.
3. Open https://claw-link.dev/dashboard?add=quickbooks and connect QuickBooks.
4. Call clawlink_list_integrations to verify the connection is active.

Connection Management#

List Connections#

bash

clawlink_list_integrations

Response: Returns all connected integrations. Look for quickbooks in the list.

Verify Connection#

bash

clawlink_list_tools --integration quickbooks

Response: Returns the live tool catalog for QuickBooks.

Reconnect#

If QuickBooks tools are missing or the connection shows an error:

1. Direct the user to https://claw-link.dev/dashboard?add=quickbooks
2. After they confirm, call clawlink_list_integrations to verify
3. Then call clawlink_list_tools --integration quickbooks

Security & Permissions#

• Access is scoped to the QuickBooks company data accessible via the connected OAuth app.
• All write operations require explicit user confirmation. Before executing any create, update, or delete call, confirm the target resource and intended effect with the user.
• Destructive actions (delete customer, void invoice, reverse payment) are marked as high-impact and must be confirmed.
• Financial data should be reviewed carefully before writes — confirm amounts, accounts, and dates.

Tool Reference#

Customers & Contacts#

ToolDescriptionModequickbooks_read_customerRead a customer by IDReadquickbooks_create_customerCreate a new customerWritequickbooks_customer_balance_reportGenerate a customer balance reportReadquickbooks_customer_balance_detailGenerate a customer balance detail reportRead

Invoices & Sales#

ToolDescriptionModequickbooks_list_invoicesList invoices with paginationReadquickbooks_read_invoiceRead an invoice by IDReadquickbooks_create_invoiceCreate a new invoiceWritequickbooks_update_full_invoiceFully replace an invoiceWritequickbooks_update_sparse_invoiceUpdate specific invoice fieldsWritequickbooks_get_invoice_pdfDownload invoice as PDFReadquickbooks_create_sales_receiptCreate a sales receiptWritequickbooks_get_sales_receiptRead a sales receiptReadquickbooks_get_salesreceipt_pdfDownload sales receipt as PDFReadquickbooks_create_credit_memoCreate a credit memoWritequickbooks_get_credit_memoRead a credit memoReadquickbooks_get_credit_memo_pdfDownload credit memo as PDFReadquickbooks_send_credit_memoEmail a credit memoWritequickbooks_create_estimateCreate an estimate/quoteWritequickbooks_get_estimateRead an estimateReadquickbooks_get_estimate_pdfDownload estimate as PDFRead

Payments & Settlements#

ToolDescriptionModequickbooks_create_paymentRecord a customer paymentWritequickbooks_get_paymentRead a payment by IDReadquickbooks_get_payment_pdfDownload payment as PDFReadquickbooks_create_echeck_paymentProcess an eCheck paymentWritequickbooks_create_bank_accountAdd a bank account for ACHWritequickbooks_delete_bank_accountRemove a customer's bank accountWritequickbooks_list_cardsList stored payment cardsReadquickbooks_capture_chargeCapture an authorized chargeWrite

Bills & Purchasing#

ToolDescriptionModequickbooks_create_billCreate a vendor billWritequickbooks_get_billRead a bill by IDReadquickbooks_create_bill_paymentRecord a bill paymentWritequickbooks_get_bill_paymentRead a bill paymentReadquickbooks_create_purchase_orderCreate a purchase orderWritequickbooks_get_purchase_orderRead a purchase orderReadquickbooks_get_purchase_order_pdfDownload PO as PDFReadquickbooks_create_vendor_creditCreate a vendor creditWritequickbooks_get_vendor_creditRead a vendor creditRead

Accounts & Ledger#

ToolDescriptionModequickbooks_read_accountRead an account by IDReadquickbooks_create_accountCreate a new accountWritequickbooks_query_accountQuery accounts with SOQLReadquickbooks_create_depositRecord a depositWritequickbooks_get_depositRead a depositReadquickbooks_create_journal_entryCreate a journal entryWritequickbooks_get_journal_entryRead a journal entryReadquickbooks_get_transferRead a transferRead

Employees & Time#

ToolDescriptionModequickbooks_create_employeeCreate an employeeWritequickbooks_read_employeeRead an employeeReadquickbooks_create_time_activityLog time activityWritequickbooks_get_time_activityRead time activityRead

Vendors#

ToolDescriptionModequickbooks_read_vendorRead a vendor by IDReadquickbooks_create_vendorCreate a new vendorWrite

Reports#

ToolDescriptionModequickbooks_get_reportsRetrieve standard reportsReadquickbooks_get_balance_sheet_reportBalance sheet reportReadquickbooks_get_profit_and_loss_reportProfit & Loss reportReadquickbooks_get_profit_and_loss_detail_reportDetailed P&L reportReadquickbooks_get_aged_receivables_reportAged receivables reportReadquickbooks_get_general_ledger_reportGeneral ledger reportReadquickbooks_get_transaction_list_reportTransaction list reportReadquickbooks_get_inventory_valuation_summaryInventory valuation reportReadquickbooks_get_report_customer_salesCustomer sales reportReadquickbooks_get_report_item_salesItem sales reportReadquickbooks_get_report_trial_balanceTrial balance reportRead

Company Settings#

ToolDescriptionModequickbooks_get_company_infoRead company informationReadquickbooks_update_company_infoUpdate company detailsWritequickbooks_get_preferencesRead company preferencesReadquickbooks_update_preferencesUpdate preferencesWritequickbooks_get_exchange_rateGet currency exchange rateRead

Data Management#

ToolDescriptionModequickbooks_get_changed_entitiesGet entities changed since a timestampReadquickbooks_execute_batch_operationExecute up to 30 operations in one batchWritequickbooks_query_entitiesQuery any entity with SOQLRead

Code Examples#

List recent invoices#

bash

clawlink_call_tool --tool "quickbooks_list_invoices" \
  --params '{
    "limit": 10
  }'

Create an invoice#

bash

clawlink_call_tool --tool "quickbooks_create_invoice" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "line_items": [
      {
        "description": "Consulting services",
        "amount": 500.00,
        "quantity": 1
      }
    ],
    "due_date": "2025-07-15"
  }'

Record a customer payment#

bash

clawlink_call_tool --tool "quickbooks_create_payment" \
  --params '{
    "customer_id": "CUSTOMER_ID",
    "amount": 500.00,
    "payment_method_id": "PAYMENT_METHOD_ID",
    "deposit_to_account_id": "BANK_ACCOUNT_ID"
  }'

Generate a customer balance report#

bash

clawlink_call_tool --tool "quickbooks_customer_balance_report" \
  --params '{
    "customer_id": "CUSTOMER_ID"
  }'

Discovery Workflow#

1. Call clawlink_list_integrations to confirm QuickBooks is connected.
2. Call clawlink_list_tools --integration quickbooks to see the live catalog.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call clawlink_search_tools with a short query and integration quickbooks.
5. If no QuickBooks tools appear, direct the user to https://claw-link.dev/dashboard?add=quickbooks.

Execution Workflow#

text

┌─────────────────────────────────────────────────────────────┐
│  READ OPERATIONS (Safe)                                     │
│  list → get → query → report → call                          │
│                                                             │
│  Example: List invoices → Read invoice → Show results         │
└─────────────────────────────────────────────────────────────┘
                               │
                               ▼
┌─────────────────────────────────────────────────────────────┐
│  WRITE OPERATIONS (Require Confirmation)                    │
│  list → get → describe → preview → confirm → call             │
│                                                             │
│  Example: Describe tool → Preview changes → User approves   │
│           → Execute create                                   │
└─────────────────────────────────────────────────────────────┘

1. For unfamiliar tools, ambiguous requests, or any write action, call clawlink_describe_tool first.
2. Use the returned guidance, schema, whenToUse, askBefore, safeDefaults, examples, and followups to shape the call.
3. Prefer read, list, query, and get operations before writes when that reduces ambiguity.
4. For writes or anything marked as requiring confirmation, call clawlink_preview_tool first.
5. Execute with clawlink_call_tool. Pass confirmation only after the preview matches the user's intent.
6. If the tool call fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

Notes#

• QuickBooks Online API uses OAuth 2.0 — ClawLink handles token refresh automatically.
• Many write operations require a SyncToken from a prior read — stale tokens cause update rejections.
• SOQL queries have restrictions: OR and parentheses are not supported; use IN for multiple values.
• Batch operations are limited to 30 items per request.
• Reports return CSV-like text that must be parsed before structured analysis.

Error Handling#

Status / ErrorMeaningTool not foundThe tool name does not exist in the current catalog. Verify with clawlink_list_tools --integration quickbooks.Missing connectionQuickBooks is not connected. Direct the user to https://claw-link.dev/dashboard?add=quickbooks.SyncToken mismatchThe record was modified since your read. Re-read the record to get the current SyncToken.INVALID_FIELDThe SOQL query references a non-queryable field. Check the tool schema or simplify the query.INSUFFICIENT_ACCESS_OR_READONLYThe connected account lacks permission for this operation.Write rejectedUser did not confirm a write action. Always confirm before executing writes.

Troubleshooting: Tools Not Visible#

1. Check that the ClawLink plugin is installed:

bash

  openclaw plugins list

1. If the plugin is installed but tools are missing, tell the user to send /new as a standalone message to reload the catalog.

2. If a fresh chat does not help, run: bash

   openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
   openclaw gateway restart
   
   

3. After restart, tell the user to send /new again and retry.

Troubleshooting: Invalid Tool Call#

1. Ensure the integration slug is exactly quickbooks.
2. Use clawlink_describe_tool to verify parameter names and types before calling.
3. For write operations, always call clawlink_preview_tool first.

Resources#

• QuickBooks Online API
• QuickBooks API Reference
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=quickbooks-finance
• ClawLink Docs: https://docs.claw-link.dev/openclaw
• ClawLink Verification: https://claw-link.dev/verify

Related Skills#

• Razorpay — For payment processing in India
• Stripe — For global payment processing

---