QuickBooks Online MCP Server

List Customers

Query and list all customers in QuickBooks. Use this to find customers by name, email, or other criteria. Supports filtering with SQL-like WHERE clauses (e.g., "Active = true"). Returns basic customer information including display name, email, phone, and billing address. Maximum 1000 results per query.

Get Customer

Retrieve detailed information about a specific customer by ID. Returns complete customer details including contact information, billing/shipping addresses, balance, payment terms, and custom fields. Use this when you have a customer ID and need their full profile.

Create Customer

Create a new customer in QuickBooks. At minimum, you must provide DisplayName. Optionally include contact details (email, phone), billing/shipping addresses, payment terms, and tax information. Returns the newly created customer with its assigned ID.

Update Customer

Update an existing customer in QuickBooks. You must provide the customer ID and SyncToken (use Get Customer to retrieve current SyncToken). Only include fields you want to change - QuickBooks uses sparse update. Returns the updated customer information.

List Invoices

Query and list invoices in QuickBooks. Use this to find invoices by customer, date range, status, or amount. Supports SQL-like filtering (e.g., "TotalAmt > '1000'"). Returns invoice summary including customer, date, total amount, balance, and status. Use Get Invoice for complete line item details.

Get Invoice

Retrieve complete details of a specific invoice by ID. Returns full invoice information including all line items, customer details, amounts, taxes, payment status, and custom fields. Use this to get the full invoice with all its line item details.

Create Invoice

Create a new invoice in QuickBooks. Required fields: CustomerRef (customer ID) and at least one Line item. Line items need Amount and either DetailType of 'SalesItemLineDetail' with ItemRef (product/service ID) or 'DescriptionOnly'. Optionally specify due date, terms, memo, and email delivery. Returns the created invoice with assigned invoice number.

Get Invoice PDF

Download an invoice as a PDF file. Returns the PDF content of the specified invoice. Use this to get a printable or emailable version of the invoice. The response will be a PDF document.

List Vendors

Query and list all vendors in QuickBooks. Use this to find vendors by name or status. Supports SQL-like filtering (e.g., "Active = true"). Returns vendor information including display name, email, phone, and address. Use this for vendor management and bill payment workflows.

Get Vendor

Retrieve detailed information about a specific vendor by ID. Returns complete vendor details including contact information, payment terms, tax ID, and account numbers. Use this when you need full vendor profile for bill payment or purchase order creation.

Create Vendor

Create a new vendor in QuickBooks. At minimum, you must provide DisplayName. Optionally include contact details (email, phone), address, payment terms, and tax information. Returns the newly created vendor with its assigned ID. Use this to add new suppliers or service providers.

List Bills

Query and list bills from vendors in QuickBooks. Use this to find unpaid bills, bills by vendor, or bills within a date range. Supports SQL-like filtering (e.g., "Balance > '0'"). Returns bill summary including vendor, date, total amount, and balance due. Bills represent money you owe to vendors.

Get Bill

Retrieve complete details of a specific bill by ID. Returns full bill information including all line items, vendor details, amounts, due date, and payment status. Use this to review bill details before making payment or for expense analysis.

Create Bill

Create a new bill from a vendor in QuickBooks. Required fields: VendorRef (vendor ID) and at least one Line item with Amount and AccountRef (expense account ID). Bills represent money you owe to vendors. Optionally specify due date, bill number, and memo. Returns the created bill.

Create Purchase Order

Create a purchase order in QuickBooks. Required: VendorRef (vendor ID) and Line items with ItemRef (product ID) and Qty. Purchase orders represent intent to purchase goods/services from vendors. Returns the created PO with assigned number. Use this before receiving inventory or services.

List Payments

Query and list customer payments received in QuickBooks. Use this to find payments by customer, date range, or payment method. Returns payment information including customer, amount, payment date, and payment method. These are payments received from customers (money coming in).

Create Payment

Record a payment received from a customer in QuickBooks. Required: CustomerRef (customer ID) and TotalAmt. Optionally link to specific invoices being paid via Line items. Specify payment method and deposit account. Returns the created payment record. Use this to record customer payments.

Get Payment

Retrieve detailed information about a specific payment by ID. Returns complete payment details including customer, amount, payment method, linked invoices, and deposit account. Use this to review payment details or reconciliation.

Create Bill Payment

Record a payment to a vendor for bills in QuickBooks. Required: VendorRef (vendor ID), PayType ('Check' or 'CreditCard'), and TotalAmt. Link to specific bills via Line items. This represents money going out to pay vendor bills. Returns the created bill payment record.

List Expenses

Query and list expense transactions in QuickBooks. Use this to find expenses by account, vendor, date, or payment method. Expenses represent money spent for business operations (different from bills). Returns expense summary including account, amount, vendor, and payment method.

List Items

Query and list products and services (items) in QuickBooks. Use this to find inventory items, services, or non-inventory items. Supports filtering by type or active status. Returns item information including name, description, price, and type. Use these items on invoices and bills.

Get Item

Retrieve detailed information about a specific item (product or service) by ID. Returns complete item details including name, description, price, cost, income account, expense account, and inventory quantity (if applicable). Use this to get pricing and account information for transactions.

Create Item

Create a new product or service item in QuickBooks. Required: Name and Type ('Service', 'Inventory', or 'NonInventory'). For Service and NonInventory, provide IncomeAccountRef. For Inventory, also provide AssetAccountRef and ExpenseAccountRef. Optionally set unit price and description. Returns the created item.

List Accounts

Query and list accounts from the chart of accounts in QuickBooks. Use this to find accounts by type (e.g., Bank, Expense, Income, Asset) or active status. Returns account information including name, type, account number, and current balance. Essential for transaction categorization.

Get Account

Retrieve detailed information about a specific account by ID. Returns complete account details including name, type, subtype, account number, description, current balance, and parent account (if sub-account). Use this to verify account information before creating transactions.

Create Journal Entry

Create a manual journal entry in QuickBooks for adjusting accounts. Required: at least two Line items (debits and credits must balance). Each line needs: Amount, DetailType ('JournalEntryLineDetail'), PostingType ('Debit' or 'Credit'), and AccountRef (account ID). Use for adjustments, corrections, or specialized accounting entries.

List Journal Entries

Query and list journal entries in QuickBooks. Use this to find manual accounting entries by date or doc number. Returns journal entry summary including date, doc number, and total amount. Journal entries are manual accounting adjustments that directly debit and credit accounts.

Get Profit and Loss Report

Generate a Profit & Loss (P&L) statement showing income and expenses over a period. This report shows revenue, cost of goods sold, expenses, and net income. Specify date range and optional accounting method (Cash or Accrual). Essential for understanding business profitability.

Get Balance Sheet Report

Generate a Balance Sheet showing assets, liabilities, and equity at a specific point in time. This report provides a snapshot of the company's financial position. Specify the date and optional accounting method. Essential for understanding company's net worth and financial health.

Get Cash Flow Report

Generate a Statement of Cash Flows showing cash inflows and outflows from operating, investing, and financing activities over a period. This report tracks actual cash movement. Specify date range to understand liquidity and cash management. Essential for cash flow planning.

Get General Ledger Report

Generate a General Ledger report showing all transactions for all accounts over a period. This detailed report lists every debit and credit to each account. Specify date range and optional account filter. Use for detailed transaction review, auditing, and reconciliation.

Get Company Info

Retrieve information about the QuickBooks company. Returns company details including name, address, fiscal year, currency, tax ID, phone, email, and website. Use this to get company context or verify which company you're working with.

Query Data

Execute a custom SQL-like query against QuickBooks data. Use this for advanced queries not covered by other tools. Supports SELECT statements with WHERE clauses, ordering, and pagination. Available entities include: Customer, Vendor, Item, Invoice, Bill, Payment, Account, JournalEntry, Estimate, and more. Powerful for complex data retrieval. Note: Limited SQL syntax - no OR, JOIN, or GROUP BY.

List Estimates

Query and list sales estimates (quotes) in QuickBooks. Use this to find estimates by customer, date, or status. Estimates are proposals/quotes sent to customers before creating invoices. Returns estimate summary including customer, date, total amount, and status. Convert accepted estimates to invoices.