TaxService-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Generate MCP URLOverview: TaxService-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries through QuickBooks.
Benefits:
Common Use Cases:
With Adopt AI, your agents can tap into QuickBooks's full accounting capabilities. Here are five ways teams use the QuickBooks MCP integration:
1. Automated Invoice Generation & Sending
AI agents create and send QuickBooks invoices based on completed projects, contract milestones, or recurring schedules, reducing manual billing effort.
2. Expense Categorization & Reconciliation
AI agents automatically categorize bank transactions in QuickBooks, match receipts to expenses, and flag discrepancies for review.
3. Financial Reporting & Forecasting
Automatically pull financial data from QuickBooks to generate profit and loss statements, cash flow forecasts, and budget variance reports.
4. Accounts Receivable Management
AI agents monitor overdue invoices in QuickBooks, send payment reminders, and escalate collection activities for aging receivables.
5. Payroll & Tax Compliance
AI agents track payroll data in QuickBooks, flag tax filing deadlines, and generate summaries to support accurate and timely compliance reporting.
Payment-ReadByID. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Attachable-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
TaxCode-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Attachable-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-CustomerBalance. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
SalesReceipt-ReadByID. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-InventoryValuationSummary. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
SalesReceipt-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-VendorExpense. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Creates a bill payment in QuickBooks Online for a vendor, including check payment details and linked transaction information.
TaxRate-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
PaymentMethod-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching invoices records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
Deposit-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
ExchangeRate - GetDetails. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
VendorCredit-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
PurchaseOrder-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Invoice-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-TrialBalance. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-AccountList. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Item-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Payment-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Execute a SQL-like query against the QuickBooks Online API to retrieve company data (Bills, Invoices, Customers, etc.).
Upload-Attachments. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-VendorBalanceDetail. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
VendorCredit-Delete. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-ItemSales. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
PurchaseOrder-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-AgedPayables. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-BalanceSheet. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Preference-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Account-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching payments records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
Creates a new bill in QuickBooks for a vendor with line items containing account-based expense details.
CDC-Read. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-VendorBalance. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Term-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
TaxAgency-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-CashSales. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Deposit-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Class-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-AgedPayableDetail. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching items records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
Estimate-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
PaymentMethod-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Class-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Transfer-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Bill-GetById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching accounts records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
RefundReceipt-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Preference-Read. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Vendor-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
TaxAgency-ReadByID. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
BillPayment-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Item-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Employee-Delete. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a custom QuickBooks SQL-like query string against the company and returns the query result JSON. Use this for advanced reporting or fetching entity sets not covered by dedicated query tools; be careful with query syntax and entity names.
TimeActivity-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Bill-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-TransactionList. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
CreditMemo-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
BillPayment-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching bills records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
Term-Delete. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Batch. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
CompanyInfo-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Employee-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Retrieves a specific bill from QuickBooks Online API using the company ID and bill ID, with optional minor version parameter for API versioning.
Report-CustomerBalanceDetail. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Customer-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Vendor-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Estimate-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching vendors records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
Report-DepartmentSales. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-CustomerIncome. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Purchase-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Transfer-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
CreditMemo-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Customer-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-AgedReceivables. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching customers records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
RefundReceipt-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Transfer-ReadAll. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Account-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-ProfitAndLoss. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Department-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-ProfitAndLossDetail. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Invoice-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Department-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Purchase-Update. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
JournalEntry-ReadById. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Runs a QuickBooks SQL-like query and returns matching employees records as JSON. Use this for common reporting and list retrieval without paging through CRUD endpoints. For custom SQL use QB_CUSTOM_QUERY.
JournalEntry-Create. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-GeneralLedger. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-AgedReceivableDetail. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-CashFlow. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Report-CustomerSales. Returns the JSON response from QuickBooks. Use this to manage accounting entities like customers, invoices, bills, payments, and reports; prefer the dedicated query tools for common reporting SQL queries.
Do I need my own developer credentials to use QuickBooks MCP with Adopt AI?
No, you can get started immediately using Adopt AI's built-in QuickBooks integration. For production use, we recommend configuring your own API credentials for greater control and security.
Can I connect QuickBooks with other apps through Adopt AI?
Yes! Adopt AI supports multi-app workflows, so your AI agents can seamlessly move data between QuickBooks and CRMs, spreadsheets, messaging platforms, and more.
Is Adopt AI secure?
Absolutely. Adopt AI is SOC 2 Type 2 certified and ISO/IEC 27001 compliant, and adheres to EU GDPR, CCPA, and HIPAA standards. All data is encrypted in transit and at rest, ensuring the confidentiality, integrity, and availability of your data. Learn more here.
What happens if the QuickBooks API changes?
Adopt AI maintains and updates all integrations automatically, so your agents always work with the latest API versions, no manual maintenance required.
Do I need coding skills to set up the QuickBooks integration?
Not at all. Adopt AI's zero-shot API discovery means your agents understand QuickBooks's schema on first contact. Setup takes minutes with no code required.
How do I set up custom QuickBooks MCP in Adopt AI?
For a step-by-step guide on creating and configuring your own QuickBooks API credentials with Adopt AI, see here.
