QuickBooks

Set up an AI agent for QuickBooks that answers invoice and payment questions from your accounting records and sends customers a copy of their invoice.

Invite your AI teammate into QuickBooks and it answers invoice and payment questions from your accounting records. A customer asks whether their invoice was paid, what they owe, or for a copy. Your agent finds the customer, reads their invoices and payments, and can send the customer a copy of an invoice.

If QuickBooks is missing from your Integrations gallery, message us in the in-app chat or email [e-mail] and we will turn it on.

Quick start

1

Ask your agent to connect QuickBooks

Open the chat in your dashboard and ask it to connect QuickBooks. It points you at your Integrations page and lists what it will be able to do once connected.

Open Integrations > QuickBooks in the left sidebar. Connect is in the top right. If QuickBooks is not in the list, it has not been turned on for your workspace yet. Ask us first.

2

Sign in to QuickBooks

Connect opens a window from Pipedream, the service that holds the connection. Continue hands you to Intuit's sign-in. Sign in, pick the company, and accept the permissions. You can remove the connection at any time.

A person does this step in the browser.

3

Confirm the connection

Intuit sends you back, and the window confirms the company is connected.

Check it worked. The integration page header reads Connected, and the left sidebar lists QuickBooks. From a terminal, eesel status lists QuickBooks as connected.

4

Try it on a real customer

Ask your agent in the chat to find a customer by name and list their open invoices. It reads live from QuickBooks and reports each invoice's balance, its due date and whether a payment against it has been recorded.

Then ask it to send one of those invoices to the customer. When the action waits for your OK, the request appears as an approval in the chat and on your Activity page. Approve it and QuickBooks emails the invoice.

5

Put it to work

QuickBooks has no event that wakes your agent on its own, so it does its QuickBooks work inside the conversations it already handles. Tell it in its instructions how to handle invoice questions, and it uses these actions when a customer asks in your helpdesk, in Slack or on your site. For routine checks, such as a weekly list of past-due invoices, a schedule runs the same work on a clock.

From Claude Code, Cursor or a terminal. eesel login, then eesel integrations connect quickbooks prints the connect link for a person to open, and eesel status shows the connection. eesel integrations quickbooks actions lists every action available on your workspace. A held action returns an approval link that a person opens. Full command reference: The eesel CLI. From Claude Code or another MCP client: Claude Code and MCP clients.

Sources, triggers and actions

Sources

QuickBooks adds no knowledge source. Your agent reads customers, invoices and payments live, at the moment it is asked, and answers from everything else you have connected.

Triggers

QuickBooks has no triggers. Nothing in QuickBooks wakes your agent. It acts on QuickBooks when a customer asks in a connected channel, or on a schedule.

Actions

Actions are what it can do. The most used ones:

	Action	What it does
Look up	Search customers	Finds a customer by name
	Search invoices / Get invoice	Finds a customer's invoices, and reads one in full
	List open invoices	Lists unpaid invoices, and which are past due
	Get payment / Get sales receipt / Get estimate	Reads one payment, receipt or estimate
Invoices	Create invoice / Update invoice	Drafts or edits an invoice
	Send invoice	Emails the invoice to the customer
	Void invoice	Cancels an invoice. It stays in the ledger as voided
Records	Create payment	Records a payment as received
	Create sales receipt	Records a sale paid at the time
	Create customer / Update customer	Creates or edits a customer record
	Create estimate / Update estimate / Send estimate	Drafts, edits or emails an estimate
Back office	Create bill / Create purchase / Create purchase order / Delete purchase	Bills and purchases the company itself pays. For your finance team, not for support

You stay in control the whole way. Adjust your AI agent's access to knowledge and its action permissions to your liking. See Actions and Approvals.

QuickBooks offers more actions than fit here. eesel integrations quickbooks actions from a terminal lists every one available on your workspace.

Two things your agent has been taught about QuickBooks:

• The books hold more than the customer's own records. Balance sheets, profit and loss, cash flow, vendors and payroll are all readable, and none of it is a customer's business. Your agent answers a customer from that customer's records only, and never surfaces the company's finances in a customer conversation.

• Balance, due date and recorded payment are three different facts. Your agent says which one it is reporting, and does not turn "a payment was received" into "your account is settled" unless the balance says so.

Also worth knowing: voiding an invoice changes what the company has billed, so your agent only proposes it when someone on your team asks for it, never on a customer's say-so.

Troubleshooting

QuickBooks is not in my Integrations gallery?

Message us in the in-app chat or email [e-mail] and we will turn QuickBooks on for your workspace.

The action says it is waiting?

It may be waiting for your OK. The request is in the chat and on your Activity page. Approve it and it runs.

Your agent found the wrong customer?

It searches by name, and names repeat. Give it more to go on, such as the company on the invoice or the invoice number, and it narrows the search.

FAQ

Can my agent record a payment?

Yes. Take care with it: recording a payment that did not arrive corrupts the ledger and the customer's balance.

Can it read my financial reports?

It can, and it will if you ask it to in the dashboard chat. It is taught never to bring them into a customer conversation.

Related pages

• Stripe for payments and refunds

• Helpdesk for the job your teammate takes on in a ticket queue

• Actions and Approvals for choosing what your agent may do

• Set up from Claude Code or the terminal