Accounting & Finance 🧪 Community ✓ Claude Code ✓ Claude Desktop • Intuit
QuickBooks Online
QuickBooks Online - customers, invoices, expenses, payments, reports
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin quickbooks-online 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 | Use this skill when working with QuickBooks Online customers (clients) - creating, searching, updating, and managing MSP client records. |
expenses | Use this skill when working with QuickBooks Online expenses and purchases - creating, searching, and managing expense records, bills, and vendor payments. |
invoices | Use this skill when working with QuickBooks Online invoices - creating, sending, voiding, and managing invoices for MSP clients. |
payments | Use this skill when working with QuickBooks Online payments - recording customer payments, applying payments to invoices, handling overpayments, refunds, credit memos, and payment reconciliation. |
reports | Use this skill when working with QuickBooks Online reports - generating Profit & Loss, Balance Sheet, Accounts Receivable Aging, Accounts Payable Aging, General Ledger, and other financial reports. |
api-patterns | Use this skill when working with the QuickBooks Online API - OAuth2 authentication, REST structure, Intuit query language, pagination, rate limiting, error handling, minor version headers, and best practices. |
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-invoiceSummarize expenses by client, vendor, or date range in QuickBooks Online
/expense-summaryView outstanding balances across all MSP clients in QuickBooks Online
/get-balanceFind a customer in QuickBooks Online by name or other criteria
/search-customersUsing Skills
/skill quickbooks-online:customers
Use this skill when working with QuickBooks Online customers (clients) - creating, searching, updating, and managing MSP client records.