Quickbooks

Quickbooks MCP integration

Reads outstanding balances and reports, raises invoices and records payments, returns invoice PDFs, and syncs entities changed since the last check.

Connect QuickbooksSee all integrations

105actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create account

    Lyro sets up a new account in QuickBooks with the provided parameters. Accountants no longer need to switch windows to create accounts during customer conversations.

  • Send credit memo

    Lyro sends a credit memo directly to a customer's email address. Agents resolve billing issues faster without coordinating with the accounting team.

  • Read invoice

    Lyro retrieves a specific QuickBooks invoice by ID or pulls the most recent one. Agents instantly answer invoice questions without searching QuickBooks manually.

See all 105 actions

How businesses use Quickbooks + Lyro

Each card is one request a support team gets, and the Quickbooks actions Lyro runs to close it.

  • Answer a billing question from the ledger

    Lyro reads the invoice in question, checks the customer's outstanding balance, and runs the aged receivables report when the answer depends on how long something has been open.

    Read InvoiceCustomer Balance DetailAged Receivables Report

  • Raise the invoice and record what came in

    Lyro creates the invoice for the work agreed, records the payment against it once it clears, and writes a sales receipt where the sale settles immediately.

    Create InvoiceCreate PaymentCreate Sales Receipt

  • Keep another system in step with the ledger

    Lyro asks QuickBooks what changed since a given timestamp, queries the entities behind it, and applies a batch operation, so a downstream system is brought back in step without a full re-import.

    Get Changed EntitiesQuery QuickBooks EntitiesExecute Batch Operation

  • Document the correction a customer asked for

    When a charge is disputed, Lyro pulls the invoice PDF as it was issued, raises a credit memo for the agreed amount, and sends it, so the adjustment is recorded in QuickBooks rather than promised in a reply.

    Get Invoice PDFCreate Credit MemoSend Credit Memo

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Quickbooks actions it has and picks the ones a request needs.

  1. 01

    Connect Quickbooks

    Authorize the Quickbooks account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Quickbooks actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Quickbooks · Lyro

Everything else about Quickbooks

Setup, permissions, and the limits of what Lyro can do inside Quickbooks.

  • The company behind the connected account. Get Company Info returns which one that is and Get Company Preferences shows the settings it operates under, so anything Lyro creates lands in that company file rather than being chosen per request.

Every action available in Quickbooks

All 105 actions your agent can call on Quickbooks, straight from the live MCP connection.

  • Capture charge

    Capture funds for an existing charge that was authorized but not captured.

  • Create account

    Create a new account in QuickBooks with the given parameters.

  • Create bank account

    Create a new bank account on file for a customer in QuickBooks Payments API.

  • Create bill

    Create a new bill in QuickBooks Online.

  • Create bill payment

    Create a bill payment in QuickBooks to record payment against one or more bills.

  • Create class

    Create a new class in QuickBooks Online.

  • Create credit memo

    Create a new credit memo in QuickBooks Online.

  • Create customer

    Create a new customer in QuickBooks with the given parameters.

  • Create deposit

    Creates a new deposit in QuickBooks Online.

  • Create echeck payment

    Create an eCheck payment using ACH bank transfer in QuickBooks Payments API.

  • Create employee

    Create a new employee in QuickBooks.

  • Create estimate

    Creates a new estimate in QuickBooks Online.

  • Create invoice

    Creates a new invoice in QuickBooks for a customer.

  • Create item

    Create a new item in QuickBooks Online.

  • Create journal entry

    Create a new journal entry in QuickBooks Online.

  • Create payment

    Creates a payment record in QuickBooks Online.

  • Create purchase

    Create a new purchase transaction in QuickBooks Online.

  • Create purchase order

    Create a new purchase order in QuickBooks.

  • Create refund receipt

    Create a new refund receipt in QuickBooks Online.

  • Create sales receipt

    Create a new sales receipt in QuickBooks Online.

  • Create tax agency

    Create a new tax agency in QuickBooks Online.

  • Create tax code via taxservice

    Create a new tax code with associated tax rates using the TaxService endpoint.

  • Create time activity

    Create a new time activity record in QuickBooks Online.

  • Create vendor

    Create a new vendor in QuickBooks with the given details.

  • Create vendor credit

    Create a new vendor credit in QuickBooks Online.

  • Customer balance detail

    Generate a balance detail report for a customer in QuickBooks with the given customer ID.

  • Customer balance report

    Generate a customer balance report in QuickBooks showing outstanding balances for customers.

  • Delete bank account

    Delete a bank account on file for a customer in QuickBooks Payments API.

  • Execute batch operation

    Execute multiple QuickBooks operations in a single request.

  • Aged receivables report

    Generate an aged receivables report showing outstanding customer balances by age.

The tools Quickbooks sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Quickbooks?

Authorize the account and your agent has all 105 actions from the first conversation.

Connect QuickbooksTalk to sales
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