Accounting & Finance 🧪 Community ✓ Claude Code ✓ Claude Desktop Standalone • Intuit

QuickBooks Online

QuickBooks Online - customers, invoices, expenses, payments, reports

Installation

Install this plugin individually:

/plugin marketplace add wyre-technology/msp-claude-plugins --plugin qbo

Or install all MSP plugins at once:

/plugin marketplace add wyre-technology/msp-claude-plugins

Features

Customer Operations
Expense Management
Invoice Management
Payment Tracking
Financial Reporting

Skills

This plugin provides 6 skills that teach Claude about QuickBooks Online:

Skill	Description
`customers`	QuickBooks Online Customer entity: the parent/sub-customer (job) hierarchy, contact, address, billing and hierarchy fields, payment terms, balance and BalanceWithJobs tracking, sparse updates, deactivation, query syntax, error codes, and PSA cross-referencing patterns for MSP client records.
`expenses`	QuickBooks Online expense entities: Purchase (check, cash, credit card), Bill for accounts payable, BillPayment, and Vendor.
`invoices`	QuickBooks Online Invoice entity: invoice lifecycle and statuses, line item detail types, service items, payment terms, email delivery and PDF retrieval, invoice numbering, void vs delete semantics, query syntax, error codes, and MSP billing patterns such as monthly managed services, project, and time-and-materials invoicing.
`payments`	QuickBooks Online payment handling: recording customer payments and applying them to invoices, partial and multi-invoice application, unapplied amounts and overpayments, credit memos and refund receipts, payment methods, deposit accounts, voiding, and reconciliation.
`reports`	QuickBooks Online financial reporting: the report catalog (Profit & Loss, Balance Sheet, A/R and A/P Aging, General Ledger, Customer Sales, Cash Flow, Tax Summary), report parameters, date macros, column customization, the nested row response structure, and MSP analysis patterns like client profitability and aged receivables for collections.
`api-patterns`	QuickBooks Online API fundamentals: OAuth2 authentication and token lifecycle, REST structure and base URLs, the Intuit query language, pagination, minor version headers, SyncToken optimistic locking, rate limits, webhooks, and the Fault error object format.

Agents

This plugin provides 2 agents for autonomous task execution:

Agent	Description
`billing-reconciler`	Use this agent when an MSP needs to reconcile billing in QuickBooks Online — matching invoices to contracts, identifying unbilled work, flagging overdue accounts, or auditing revenue recognition.
`profitability-reporter`	Use this agent when an MSP needs to analyze per-client or per-service-line profitability in QuickBooks Online — calculating gross margin by client, identifying the most and least profitable accounts, tracking profitability trends over time, or surfacing service lines where costs are eroding margin.

Commands

Available slash commands:

Command	Description
`/create-invoice`	Create an invoice for a client's managed services in QuickBooks Online
`/expense-summary`	Summarize expenses by client, vendor, or date range in QuickBooks Online
`/get-balance`	View outstanding balances across all MSP clients in QuickBooks Online
`/search-customers`	Find a customer in QuickBooks Online by name or other criteria

API Reference

Base URL
Authentication
Rate Limit
Documentation

Example Usage

Create an invoice for a client's managed services in QuickBooks Online

/create-invoice

Summarize expenses by client, vendor, or date range in QuickBooks Online

/expense-summary

View outstanding balances across all MSP clients in QuickBooks Online

/get-balance

Find a customer in QuickBooks Online by name or other criteria

/search-customers

Using Skills

/skill qbo:customers

QuickBooks Online Customer entity: the parent/sub-customer (job) hierarchy, contact, address, billing and hierarchy fields, payment terms, balance and BalanceWithJobs tracking, sparse updates, deactivation, query syntax, error codes, and PSA cross-referencing patterns for MSP client records.