QuickBooks MCP Server

Execute up to 30 QuickBooks operations in a single API call. Supports create, update, delete, and query operations on any entity type. Each operation ...

Change Data Capture — find all entities that changed since a given timestamp. Returns created, updated, and deleted entities across multiple types in ...

Delete a QuickBooks entity (transaction). Only works for transaction types (Invoice, Bill, Payment, etc.). Customers and Vendors cannot be deleted — u...

Download a QuickBooks transaction as a PDF document (base64-encoded). Supports Invoice, Estimate, SalesReceipt, CreditMemo, and Purchase. Returns base...

Get company information for the connected QuickBooks account. Returns company name, address, industry, fiscal year, and other details.

Retrieve a single QuickBooks entity by type and ID. Returns complete details including all fields and metadata. Use quickbooks_query to search/list en...

Read the company's QuickBooks preferences including invoice settings, payment terms, sales tax configuration, accounting method (cash/accrual), fiscal...

Generate a QuickBooks financial report. Supports Profit & Loss, Balance Sheet, Cash Flow, Aged Receivables/Payables, General Ledger, Trial Balance, an...

List all tax codes configured in QuickBooks with their associated tax rates. Tax codes define how items are taxed on invoices and sales receipts. Retu...

Pay a vendor bill in QuickBooks. Records payment from a bank account against a bill. This is for money PAID to vendors — use quickbooks_upsert_payment...

Execute a SQL-like query against QuickBooks Online data. Query any entity type (Customer, Vendor, Invoice, Bill, Account, Payment, etc.) with WHERE fi...

Send an estimate/quote to the customer via email. Uses the estimate's BillEmail by default, or override with send_to parameter. The estimate must exis...

Send an invoice to the customer via email. Uses the invoice's BillEmail by default, or override with send_to parameter.

Upload a file attachment to a QuickBooks entity (invoice, bill, receipt, etc.). Accepts base64-encoded file content. Useful for attaching receipts, co...

Create or update a chart-of-accounts entry in QuickBooks. Omit id to create, provide id+sync_token to update. Use for setting up income, expense, bank...

Create or update a bill (payable) in QuickBooks. Bills represent money owed to vendors — use quickbooks_pay_bill to record payment. Omit id to create,...

Create or update a credit memo (refund/credit) in QuickBooks. Credit memos reduce the amount a customer owes and can be applied to open invoices. Use ...

Create or update a customer in QuickBooks. Omit id to create a new customer, provide id+sync_token to update. Set active=false to deactivate (customer...

Record or update a bank deposit in QuickBooks. Deposits combine multiple payments/funds into a single bank deposit transaction. Use for recording depo...

Create or update an employee in QuickBooks. Omit id to create, provide id+sync_token to update. Employees are used for time tracking and payroll. Set ...

Create or update a quote/estimate in QuickBooks. Estimates can be sent to customers and later converted to invoices. Use quickbooks_send_estimate to e...

Create or update an invoice in QuickBooks. Omit id to create, provide id+sync_token to update. Requires customer ID and line items with item reference...

Create or update a product/service item in QuickBooks. Items are used as line items on invoices, estimates, bills, and sales receipts. Service items n...

Create or update a manual journal entry in QuickBooks. Journal entries must balance — total debits must equal total credits. Use for adjustments, accr...

Record or update a customer payment in QuickBooks. Can be linked to a specific invoice or recorded as unapplied. This is for money RECEIVED from custo...

Record or update a direct expense/purchase (check, cash, or credit card). Unlike bills, purchases are paid immediately — no accounts payable. Use for ...

Create or update a purchase order in QuickBooks. Omit id to create, provide id+sync_token to update. Purchase orders track items/services ordered from...

Create or update a refund receipt in QuickBooks. Omit id to create, provide id+sync_token to update. Records a refund given to a customer — reduces re...

Record or update a cash sale (payment received at time of sale). Unlike invoices, sales receipts combine the sale and payment in one transaction. Use ...

Record or update time worked by an employee or vendor in QuickBooks. Time entries can be marked billable and linked to customers for invoicing. Use fo...

Transfer funds between two bank accounts in QuickBooks. Both accounts must be bank-type accounts.

Create or update a vendor/supplier in QuickBooks. Omit id to create a new vendor, provide id+sync_token to update. Set active=false to deactivate (ven...

Void a transaction in QuickBooks. Voiding keeps the record visible but reverses its financial impact — preferred over deletion for audit trails. Suppo...