QuickBooks

---

name: quickbooks

description: |

QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

compatibility: Requires network access and valid Maton API key

metadata:

author: maton

version: "1.0"

clawdbot:

emoji: 🧠

requires:

env:

- MATON_API_KEY

---

# QuickBooks

Access the QuickBooks Online API with managed OAuth authentication. Manage customers, vendors, invoices, payments, and run financial reports.

Quick Start

# Query customers
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

https://gateway.maton.ai/quickbooks/{native-api-path}

Replace `{native-api-path}` with the actual QuickBooks API endpoint path. The gateway proxies requests to `quickbooks.api.intuit.com`. The `:realmId` placeholder is automatically replaced with your company's realm ID from connection config.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY

**Environment Variable:** Set your API key as `MATON_API_KEY`:

export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)

2. Go to [maton.ai/settings](https://maton.ai/settings)

3. Copy your API key

Connection Management

Manage your QuickBooks OAuth connections at `https://ctrl.maton.ai`.

List Connections

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=quickbooks&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'quickbooks'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

**Response:**

{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "quickbooks",
    "metadata": {}
  }
}

Open the returned `url` in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple QuickBooks connections, specify which one to use with the `Maton-Connection` header:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/companyinfo/:realmId')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Company Info

GET /quickbooks/v3/company/:realmId/companyinfo/:realmId

Customers

#### Query Customers

GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100

#### Get Customer

GET /quickbooks/v3/company/:realmId/customer/{customerId}

#### Create Customer

POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "DisplayName": "John Doe",
  "PrimaryEmailAddr": {"Address": "john@example.com"},
  "PrimaryPhone": {"FreeFormNumber": "555-1234"}
}

#### Update Customer

Requires `Id` and `SyncToken` from previous GET:

POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0",
  "DisplayName": "John Doe Updated"
}

Invoices

#### Query Invoices

GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Invoice%20MAXRESULTS%20100

#### Create Invoice

POST /quickbooks/v3/company/:realmId/invoice
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1"},
        "Qty": 1
      }
    }
  ]
}

#### Delete Invoice

POST /quickbooks/v3/company/:realmId/invoice?operation=delete
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0"
}

Payments

#### Create Payment

POST /quickbooks/v3/company/:realmId/payment
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [{"TxnId": "456", "TxnType": "Invoice"}]
    }
  ]
}

Reports

#### Profit and Loss

GET /quickbooks/v3/company/:realmId/reports/ProfitAndLoss?start_date=2024-01-01&end_date=2024-12-31

#### Balance Sheet

GET /quickbooks/v3/company/:realmId/reports/BalanceSheet?date=2024-12-31

Batch Operations

POST /quickbooks/v3/company/:realmId/batch
Content-Type: application/json

{
  "BatchItemRequest": [
    {"bId": "1", "Query": "SELECT * FROM Customer MAXRESULTS 2"},
    {"bId": "2", "Query": "SELECT * FROM Vendor MAXRESULTS 2"}
  ]
}

Query Language

QuickBooks uses SQL-like queries:

SELECT * FROM Customer WHERE DisplayName LIKE 'John%' MAXRESULTS 100

Operators: `=`, `LIKE`, `<`, `>`, `<=`, `>=`, `IN`

SyncToken

All updates require the current `SyncToken`:

1. GET the entity to get current `SyncToken`

2. Include `Id` and `SyncToken` in POST body

3. If SyncToken doesn't match, update fails

Code Examples

JavaScript

const response = await fetch(
  'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);

Python

import os
import requests

response = requests.get(
    'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'query': 'SELECT * FROM Customer MAXRESULTS 10'}
)

Notes

Error Handling

| Status | Meaning |

|--------|---------|

| 400 | Missing QuickBooks connection |

| 401 | Invalid or missing Maton API key |

| 429 | Rate limited (10 req/sec per account) |

| 4xx/5xx | Passthrough error from QuickBooks API |

Troubleshooting: API Key Issues

1. Check that the `MATON_API_KEY` environment variable is set:

echo $MATON_API_KEY

2. Verify the API key is valid by listing connections:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Troubleshooting: Invalid App Name

1. Ensure your URL path starts with `quickbooks`. For example:

Resources