QuickBooks

Category: Accounting
Connect by: Connect with OAuth
Official API docs: https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities

What the agent can see

Capability	API call	Risk	Needs approval
Retrieve invoices ordered by most recently created. (docs)	GET /v3/company/{realmId}/query?query=SELECT * FROM Invoice ORDER BY MetaData.CreateTime DESC	🟢 low	— no
Retrieve customer records. (docs)	GET /v3/company/{realmId}/query?query=SELECT * FROM Customer	🟢 low	— no

What the agent can do

Capability	API call	Risk	Needs approval
Create a new customer record (DisplayName, optional email). (docs)	POST /v3/company/{realmId}/customer	🟢 low	— no
Create a new invoice (CustomerRef + line items) — a financial document. (docs)	POST /v3/company/{realmId}/invoice	🔴 high	✅ yes

Connecting it

• You provide: QuickBooks Online (OAuth)
• Where to get it: Create an app at developer.intuit.com → keys & OAuth; the OAuth2 flow returns an access token + the company realmId. Sandbox company available for testing.
• Permissions/scopes: com.intuit.quickbooks.accounting

Account setup

• Account needed: A QuickBooks Online company + an Intuit developer app.
• App registration: developer.intuit.com → create an app → keys & OAuth2 (redirect URI, Client ID/Secret); the authorization-code flow returns an access token and the company realmId.
• Verification required: Intuit app assessment/production keys review before going live on production (sandbox works immediately).
• Testing: sandbox company at sandbox-quickbooks.api.intuit.com.

Limits

QuickBooks Online: ~500 requests/min per realm, plus per-app and concurrency limits; throttling returns HTTP 429 (honor Retry-After). Batch endpoints have their own caps.