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Documentation · Integrations

QuickBooks Online

Updated May 14, 2026 · FinityAi

QuickBooks Online holds your accounting data. In FinityAi, you link it with Intuit sign-in (OAuth) so the assistant can run read-oriented queries and standard financial reports your token allows. FinityAi does not bypass QuickBooks permissions—Scopes and company access still apply.

What you need

  • A QuickBooks Online subscription and a company you can authorize.
  • An app in the Intuit Developer portal with OAuth 2.0, the accounting scope, and this product’s redirect URI (your workspace admin configures it—usually …/app/integrations/quickbooks/callback).
  • For sandbox testing, use an Intuit sandbox company and confirm sandbox mode is enabled in Integrations → QuickBooks or by your workspace administrator.

Connect in FinityAi

  1. Sign in to FinityAi, open Integrations, and use the QuickBooks card to open settings.
  2. Open Integrations → QuickBooks and choose Connect QuickBooks. Approve access in Intuit and pick the company—you will return here when the connection succeeds.
  3. Use Disconnect to remove stored tokens from FinityAi; revoke the app in Intuit if you need to fully cut access.

Assistant: enable tools

QuickBooks actions run only when the assistant is allowed to use tools.

  1. Open the Assistant.
  2. In the header, open Settings and ensure tools are enabled for connected apps.
  3. Ask in natural language. If nothing runs, confirm QuickBooks is connected on Integrations and the status check succeeded.

New to chat settings? See the Assistant user guide.

What the assistant can do

When Tools are on, the assistant can use your connected QuickBooks account. Prefer describing outcomes; exact field names are optional.

Queries (Intuit Query Language)

Read entities such as Customer, Invoice, Vendor, Bill, Payment, and more. Broad selects should include MAXRESULTS to keep responses manageable.

Financial reports

Standard QuickBooks Online reports—for example ProfitAndLoss, BalanceSheet, CashFlow—with optional date ranges and accounting method.

Estimates (quotes)

The assistant can create an Estimate when you provide customer and line-item details. Estimates are not invoices—nothing posts to Accounts Receivable until someone converts the estimate to an invoice inside QuickBooks (a deliberate safety boundary).

Company profile

Load basic company metadata (legal name, fiscal year, industry) for the connected realm.

Sample prompts

Replace dates and filters with what matches your books. If the assistant needs an id, ask it to search or list first.

  • “Show our QuickBooks company legal name and fiscal year settings.”
  • “Run a Profit and Loss for last calendar month using accrual accounting.”
  • “Pull a Balance Sheet as of today.”
  • “List up to 25 customers with open balances.”
  • “Show invoices from this quarter with MAXRESULTS 30.”
  • “What does Cash Flow look like year-to-date summarized by month?”
  • “Create an estimate for customer id [Id] with two lines: item [Item id] qty 2 @ $150, item [Item id] qty 1 @ $75.”

Privacy and your credentials

  • OAuth tokens are stored for your account so the hosted assistant can call QuickBooks on your behalf. Treat them as secrets—disconnect here and revoke in Intuit if they leak.
  • FinityAi only sees accounting data your Intuit authorization and QuickBooks roles allow.

If something fails

  • 401 / unauthorized — Session expired or revoked. Use Connect QuickBooks again from Integrations.
  • Wrong company or empty data — Confirm you authorized the intended company; realm id is fixed until you reconnect.
  • Sandbox vs production — Sandbox companies must use the sandbox API host; production companies use production. Your admin sets this for new connections.
  • Tools never run — Enable QuickBooks on Integrations, turn on tools in the assistant, and confirm the QuickBooks settings page shows a successful check.

Official Intuit docs

Use these for app registration and API behavior outside FinityAi.

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