QuickBooks API: what it can do and how to use it with AI agents
The QuickBooks Online API, from Intuit, gives access to accounting entities such as customers, vendors, invoices, payments, expenses and reports. Companies operating in the United States or other countries where QuickBooks is used, and their accountants, rely on it. Access is through an app created in the Intuit Developer portal, with OAuth 2.0 and a sandbox.
What the QuickBooks API offers
Customers and vendors
Records and lookup of business contacts.
Invoices and sales receipts
Create and send invoices and sales receipts.
Payments
Record payments received and made.
Expenses and accounts
Purchases, bills and journal entries.
Reports
Statements such as profit and loss, balance sheet and accounts aging.
Webhooks
Notices of changes to the company's entities.
How to access the QuickBooks API
- With your company’s credentialsOAuth 2.0 with an app registered in Intuit Developer. Each company authorizes the app, which produces access and refresh tokens.
- Refresh tokens expire and must be renewed periodically.
- There are request limits per company.
- Accounting entries should go through the accountant before they are final.
Official documentation: developer.intuit.com
What an iTeam agent does with the QuickBooks API
Invoice collection in the US
The agent tracks overdue invoices in QuickBooks and sends reminders in English in the company's tone.
Expenses from receipts
Receipts that arrive by e-mail become pre-posted expenses for the accountant to review.
Consolidation with Brazilian operations
The agent pulls reports from the subsidiary and builds the consolidated view together with the ERP in Brazil.
Monthly close
Before the close, the agent flags entries with no category and unreconciled accounts.
From the credential to the agent at work, with approval
Create the app in Intuit Developer
Register the app, configure the accounting scopes and test in the Intuit sandbox.
Authorize the company and store in the vault
A QuickBooks administrator authorizes the app. The tokens stay in the iTeam vault with each agent's permissions.
Test and release gradually
Start with reports and lookups, and enable invoice and entry creation with approval.
Ready-made AI teams that use QuickBooks
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Questions about the QuickBooks API
Is the QuickBooks API free?
Development and the sandbox are available through Intuit Developer, but production terms may vary with Intuit's program. Check the current rules.
Do I need to code to use the QuickBooks API with iTeam?
Not necessarily. iTeam reads the documentation, and the deployment team sets up the app and the routines.
Does it work with QuickBooks Desktop?
The API described here is QuickBooks Online's. Desktop versions use other mechanisms and are assessed separately.
